Plumbers are the first on call when a pipe bursts or when a faucet starts to leak. Get the plumbing software package that lets you provide a smart service! Finish the job quickly, provide smart estimates invoice the client, receive payment and move to the next job site. Keep an eye on employee work as they perform the job, with automated status updates. The CRM Software for plumbing services keeps you organized and gives your field staff the information they need to be able to always provide a professional and smart service.
The CRM Software for plumbing contractors allows you to manage your plumbing business wherever you go. Schedule jobs, manage customer relationships, create and send invoices and estimates, and much more – all in one easy to use Plumbing contractors CRM Software solution!
Some important features of the CRM Software which makes your job much easier:
Scheduling made easier with the Scheduler/Calendar Feature
Setting up recurring jobs, assigning team, and set arrival windows only take a few clicks. You can always edit jobs and add details. When their work descriptions have been updated the team will be informed. The basic calendar interface helps you to view and work easily through all the scheduled and allocated jobs. You will handle the entire team easily from the workplace with a simple overview of the scheduled calendar. Boost efficiency with the Calendar Overview.
Create and assign Tasks
Create a new job and assign team members. This CRM Software makes sure your team is connected by sending assigned employees notifications. They will be reminded about the new job which is coming up, and allow them to add the job to their calendar.
Invoicing
Tired of chasing down payments and shuffling through a sea of paperwork? Invoices can now be quickly paid online with the help of Plumbing contractors CRM Software. You have the freedom to create custom dashboards to track invoices at any time and collect overdue money. The invoices are created with a beautiful template design tailored to your company’s branding in mind. You or your team members can generate invoices directly from the program anywhere and anytime.
Real-Time Dispatch
After you set up the details of a new job and assign team members, your team will be notified through their application. Even if you make changes to a job detail, your team will be given real-time information. Just schedule a job with one tap, and it will alert your assigned employee in seconds. Improve efficiency in your work by streamlining your job dispatching operation.
Unlock the power of Integrated payments
The payment options are fully integrated with estimates, sales proposals, invoices, and texts. Nothing is easier to use than integrated payments. Your customers can pay online through ACH, Credit or debit cards or online payment such as PayPal directly from the invoice with just a tap. Too busy? Email your customer an invoice or send text after the job is done.
This software is a must-have for every plumbing contractor to streamline their workflow and experienced substantial growth in ROI.
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