Running your business efficiently demands an awareness of the latest technologies and options for streamlining operations. Chimney software is an excellent way for your chimney and hearth business to track inventory, communicate with customers and the field team, and much more.
Scheduling is one of the best features offered by chimney software, and you may be surprised to learn what it can do to grow sales for your business.
Chimney software with a scheduling feature helps you run more business more smoothly and helps you provide the best possible experience for your customers, boosting customer loyalty and driving repeat sales.
Customers in any industry want to know that the buying process will be simple and manageable. Chimney service scheduling software frees your team up from tedious scheduling tasks so they can spend more time with the customer, providing them with a quicker and easier shopping experience.
RB’s software allows you to schedule a customer’s preferred service person, their preferred day of the week, frequency, location, type and time of service, so you can easily offer them service options that work for their unique needs and wants. You can create multiple types of revolving services for each customer set up weekly, monthly, or annually.
RB also allows you to see every scheduled job, all of the customer’s relevant information, equipment requirements, any job notes, directions, and pictures of the job — all in one place, making it easier than ever to offer a positive customer experience.
When your software system takes tedious projects off your team’s to-do list, you’re rewarded with a faster process during the day and more time for you and your staff to tackle sales and drive business results.
Here are some of the ways RB’s scheduling software saves you time:
- Use the drag-and-drop scheduler to efficiently schedule jobs or appointments and make modifications for unlimited users from multiple locations, all at the same time
- Create multiple types of revolving services for each customer
- When you create your services, the software automatically:
- Places all appointments on the schedule
- Creates all necessary sales orders or accounts receivable invoices
- Creates all necessary in-field service forms and checklists
- Informs you of any schedule conflicts
- Check inventory updates on any price changes, quantities across your warehouses, and references to alternate part numbers
Perhaps one of the most critical elements of the job is ensuring that the schedule is optimized for your workers. Optimizing service and sales routes is a great way to manage your team’s time, allow them to accomplish more in less time, and make it easier for employees to know where they should be and when.
RB offers ideal route services that can correct themselves in real-time. The schedule can be accessed from multiple locations to ensure that every employee is always on the same page. Users can also aggregate and print schedules and service itineraries, giving service personnel an easy-to-reference guide. This makes it much easier for staff to be consistently on time and provide a positive customer experience to drive sales and repeat business.
RB’s hearth and chimney software with scheduling offers all of these capabilities and much more in one place to help you boost the areas of your business that directly impact your bottom line.