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Using The Right Job Management Software To Streamline Your Entire Business
Investing time and money in a new digital system can seem daunting but, if you choose a trades job management tool after first reviewing your processes, people, pricing and product, you’re almost guaranteed to open up a whole host of benefits – many of which have little to do with the specific features of your software of choice.
Digitising your team and its processes is a huge commitment, we know.
There’s bound to be some upheaval and you will need to spend some time with your software partner to ensure you get the most out of your system for a decent ROI, better workflows, more efficient job management, more successful quoting on the go and even quicker payments by being able to offer your customers an easy way to pay by card.
Over and above those benefits and the ability to finally rid your pockets, van and desk of mountains of scrap paper, the right digital job management tool can bring you the benefit of connectivity beyond the job management app itself.
While it may live on your iPad, job management software is not static.
It’s designed to adjust to your day, help you stay on schedule but also take steps such as updating customers when things go awry –something you may not always get around to doing when you’re rushing about, but an act that goes a long way to ensuring a happy customer.
What do we mean by that?
A more in-sync, joined up business with better connected and managed marketing, accounts, teams, purchasing and more.
Chosen properly, your job management app should give you better business controls, synergy between accounts, marketing and jobs as well as greater control over your business processes.
We’ve already seen that late payments cost small business owners 1.2 wasted days per month, as well as taking a toll on cash flow, staff payments and their own wellbeing.
These stresses can be removed or at least negated with a job management app that connects to your accounts function.
Accurate, digital client records mean you can easily see who is in arrears on payments while mobile credit card processing means you can take credit card payments on site directly from your jobbing software app.
Connect To Your Website
What if, you could automate your quote process by having professional looking forms on your website which took customer answers and then gave them a price?
A professional, trades-specific job management system gives you the ability to do just that.
What’s more, it can integrate with staff schedules to give customers not just a price, but a choice of when they’d like the work to take place.
This means that you can run a 24/7 booking system, which can take orders and even process deposits, while you’re working elsewhere, in the pub or even sleeping.
Taking before and after images and videos to record job progress is an often overlooked task – overlooked because knowing what photo came from which job after the event can seem like Mission Impossible.
ServiceM8 uses AI and voice technology so you can label images and tag them in real time – these can be used to cement client relationships or for marketing purposes.
Give Staff Up-To-Date Job Intelligence
Even offline, your workforce can access valuable customer and job information, as well as update project notes for later syncing themselves.
By controlling the sharing and update of information, you not only present a much more professional image to the client, you ensure that your staff is always armed with the insight, equipment and materials they need to do the job.
Better Job Scheduling
Managing your workforce with paper and phone alone is a Herculean task.
It is next to impossible to do it efficiently and means resources may not be being deployed or used in the best way.
This can have a knock-on effect on cash flow and productivity.
A job management app can give you back control of this function and ensure more accurate and precise processes are followed – drag and drop scheduling makes team management easy.
Alerts of any changes to the schedule saves wasted time and makes the best use of resources.
Allocation windows allow for flexible job booking while SMS booking links mean clients can choose from available times that suit them best- with your staff’s schedules then updated.
Lisa Knaggs Hunter has spent 25 years helping small, medium and enterprise clients as a software consultant, Lisa now assists clients with software strategies, online training and one to one consultancy to improve efficiency and profitability.
Today Lisa manages the Software Buddy Team sharing her knowledge helping business just like yours overcome the trials and tribulations of managing projects and clients. Lisa also is a partner in her husband’s small trades business Service Buddy, so she work with trades, staff and job queries every day.
You can connect with Lisa on LinkedIn at https://www.linkedin.com/in/lisaknaggshunter/