Electric Pack Service Scheduling Software
Scheduling is vitally important for an Electrician ‘s company. When it gets busy, the phone just rings off the hook, sometimes two or three calls come in at once. Scribbling notes on scraps of paper is not going to work. Calls need to be entered into the computer efficiently, and directly to the dispatcher.
When it gets crazy it is easy to go back to writing hand notes. Everything will get entered when it slows down. Well, it never really slows down, and calls fall through the cracks.
One of the biggest problems is duplicate entry. I keep everything right here in front of me. I enter the call and customer information into my notes, then I enter it again on the technician’s field ticket, finally, I re-enter it again into my QuickBooks customer invoice. Service calls get lost, or worse the work gets done and never billed. Time and money are wasted.
It is important that the software process is followed, even when things get really busy. Information is entered while the customer is on the line. The service software is set-up for fast data entry. Everything is entered on a single screen. Critical information is required so that nothing is missed. Information flows directly into the dispatch calendar without duplicate entry.
Dispatch Software
The most important thing is that the dispatcher has a good handle on things. He or she needs to prioritize and group them so that the technicians are not running back and forth across town. To do that they need a simple, easy to use dispatch board, combined with a map showing the calls, and the current location of the techs. It’s also important to group your maintenance calls by location. You can save a ton of money by creating better routing for your technicians.
Generator Service Agreements
With Electric Pack Software for QuickBooks the scheduling and renewal process is designed to remind you when they are due. Since our software completely automates this reminder process you have more time to identify and re-price unprofitable agreements. Then there is the billing side. Recurring invoices in QuickBooks aren’t much hope without a process. You just have notes and an invoice that keeps repeating itself. The process becomes a blizzard of paperwork, duplicate entry, and confusion. Business owners get so wrapped up in the daily paperwork that they neglect to review the history and profitability of their existing agreement before they send out the renewal notices. Electric Pack has a process that allows you to keep track of these things on a timely basis. Maintenance calls are created automatically and displayed as PM’s on the calendar board. The person who is responsible for assigning the PM’s can see all the calls, and sort them by town, zip code, or territory. In that way, they can be combined by location for better routing.
What about those customers who want a monthly payment plan with their credit card versus time of service billings? This could generate hundreds of small invoices each month that need to be tied to the credit card receipts. What a nightmare! Our billing process tells you which bills are due to go out and creates all of the invoices in QuickBooks automatically.
Mapping/ Routing
You want to be able to group your maintenance calls by location. This is one area where you can save quite a bit by creating better routing for your technicians. Some companies group the calls by zip code, others by town, and some set up their own areas or territories. The Electric Pack Service Scheduling and Dispatch Software can handle them all. Everyone wants to reduce travel time and gas expenses.
Basically, ElectricPack provides you with the right software tools for the job. The process that moves the initial information taken during the customer call, to the dispatch board and finally to the technician with our mobile solution. All the information flows back with a click of a button, and can be sent to QuickBooks with another click, after someone reviews what the tech has entered. We allow you to group your services calls by zip or postal code, by town, by area or territory, and we offer a map with our dispatch board that lets you visually review the calls. We are designed to let you keep control of your scheduling and dispatch.
Check out our next online webinar and review how the ELECTRICIAN Pack Service Software for QuickBooks can help to streamline, and eliminate costly mistakes for your operation and increase your productivity. Call 800-890-8614 to register or visit our website www.ELECTRICIANPack.com.
Be sure to check out our Video of the Month:
http://www.Electricianpack.com/video-of-the-month
Watch how the ELECTRICIAN Pack Service Software for QuickBooks can help to eliminate duplication and streamline your scheduling and dispatch processes.
