Did customers get upset with you for your field technicians missing appointments with them? CRM Software helps you manage your technicians as well as customers as efficiently and effectively as possible.
Electricians are rarely in their office. Teams that are always on the go don’t have the luxury of simple in-person communication. Everything from spotty service to the actual work being performed can interrupt the flow of information, which can ultimately affect your ability to deliver timely and accurate service to your customers.
Not only can the right software bridge that gap, but it can also make communication better than it ever was. But with so many solutions out there, how do you know which best suits your business? The solution could be a Customer Relationship Management (CRM) software since it addresses everything from monitoring customer information to coordinating billing to managing the team. Electrical service provider need powerful management software to help oversee their businesses. The Electrical Services CRM Software can increase company productivity and profit as it is designed to improve business capabilities. This CRM software assists electrical contractors in saving money and resources.
Here’s how CRM Software can help you be more connected to customers, improves business performance, and grow your services bigger and faster than ever:
Inventory Management
Successful electrical contractors must have the right parts and equipment at their disposal to increase the first time fixed rates. CRM Software help contractors evaluate their current needs and streamline procurement management. Poor equipment and inventory practices can drastically affect a business. This software gives contractors complete control over inventory levels for an unlimited number of technicians and warehouses, track serial numbers and integrate with eCommerce platforms. The software automates procurement procedures to ensure that the right parts and materials are always in stock and sends alert when stock is low. It helps manage your purchase and control the item inventory easily.
GPS Tracking
The GPS tracking feature of the Electrical Services CRM Software allows you to know where your team members are located during the day. This CRM software automatically calculates your team members driving mileage and navigates them by giving step by step instructions on the map. This GPS tracking, turn-by-turn driving directions, and advanced mapping features will cut costs and increase your technician’s productivity. As well as monitoring the sales representatives in real-time, you can track the time and location of work status changes made by team members to ensure that team members arrived on time at the job site and completed the job as indicated. GPS based clock-ins update the customer job status and their reporting time to the job site.
Invoicing
Move from pen and paper to digital invoices! Ditch handwritten invoices when using CRM software for electrical contractors and easily create and send invoices right in front of the customer. Collect payment to streamline your invoicing and payment process. Even the most complex estimates and invoices can be written up in the field. Easily check and update the status of the invoice and keep track of payment. Collect payment in the field as Payment gateways are also integrated to ease this payment process for your customers.
Performance Measurement
An employee’s performance can be evaluated with the help of this software and reports can be received within a selected time frame based on various performance metrics. This is one of the best tools to manage an employee’s performance. This feature can be used to drive performance evaluations, improvement plans, career advancements, and salary negotiations.
Job Scheduling & Calendar
Dispatch team members with ease. With quick and easy job scheduling, your employees will be automatically notified of newly assigned jobs, SMS, as well as emails and, will always have the information necessary to get the job done right. Track updates with comments and status updates. You can create a timesheet for your technicians. Customers can also send reminders through push notification.
Knowing some of the components that comprise CRM’s underlying driving factors makes it much easier for electrical contractors to understand exactly what their customers want. CRM software seems to be here to stay and make the working process of electrical service providers easy and simple.
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