Pool service professionals are busier than ever, keeping pools and hot tubs clean and in working order. To provide the best customer service, pool and spa service techs must be able to efficiently maintain their service contracts – even when resources are stretched thin. Providing a high level of customer service is easy if techs take advantage of the many new mobile service scheduling solutions now available to really wow your customers.
Implementing mobile pool service scheduling software is key to ensuring the best customer service experience. The RB Retail & Service Mobile Live pool service scheduling software feature is designed specifically for the pool and spa industry. It allows technicians to use their mobile devices in the field as if they were still in the office! This feature enables service technicians to view all scheduled jobs, view the client’s equipment profile, job notes, photos — everything!
Service professionals have everything to gain by using mobile technology to improve business operations. This feature makes service techs incredibly efficient in the field and ultimately improves the customer’s experience. The RB Retail mobile service software feature provides:
In-field staff can instantly access all customer information and equipment profiles when purchasing an industry-specific pool and spa software with a Mobile Live app that syncs with office business software. Forget the hassle of going back to the office to look up important customer information such as spa cover dimensions, liner dimensions, or equipment warranty dates.
Stop chasing customers for payment. Instead, take credit card payments instantly in the customer’s backyard and watch your cash flow quickly improve. Customers will appreciate the convenience of using a magnetic strip reader on a mobile device to take credit card payments at the job site. Or give your customers the convenience of securely paying their bills online with a credit card using an online bill pay option.
Techs can view their schedule in real-time on their phone or tablet. This feature even allows for instant modifications in the schedule as needed. Working with customers to quickly re-schedule appointments always improves customer service and increases customer loyalty.
No More Paperwork
Add items used on the job to the customer’s invoice in the field. This feature eliminates the need for office staff to enter handwritten slips manually. Instead, have techs send emailed invoices with office staff reviewing before emailing. Add job notes, then select an easy-to-use customized checklist to record service work performed. Add parts and chemicals used directly to the sales order through the mobile device. Never miss ordering a part needed for a customer – technicians can place their parts orders on the Wish List into their mobile device from the job site. They will immediately be in your business software for the purchasing agent. Ultimately, your customers will find the entire service process seamless and easy.
When customers are impressed with the service they receive, your pool and spa business immediately gains customer loyalty. Using a Mobile Live Service scheduling software gives techs the ability to text messages from the service schedule to make customers aware of appointments before and after they happen. Techs can also create electronic door hangers that include before and after pictures showing the work done, before and after chemical readings, time spent, and any special notes for the customer, which will impress clients.
The RB pool service scheduling software even offers a water lab integration, giving techs in the field the ability to test the water and send the results automatically. Results are also saved in the software for record-keeping and can even be added to the customer’s post-visit electronic door hanger. Pool service scheduling software allows service techs to provide fast and responsive customer service.
Service scheduling software will not only wow your clients but also your techs. In a time when retaining staff is crucial for business operations, job satisfaction for your techs is key. The RB Mobile Service feature saves service professionals hours of valuable time by allowing them to set up tasks just once. The program creates service orders and schedules tasks for the duration of the maintenance contract. This eliminates the need to create a service order for each weekly, bi-weekly, or monthly visit.
The service scheduling program also allows you to run a report to show when contracts are expiring so you can quickly renew a contract. This feature will save techs and office staff time by mass invoicing weekly, bi-weekly, or monthly by simply highlighting multiple invoices to quickly print or email hundreds of invoices simultaneously. The system even allows service professionals to determine the profitability of a job by displaying revenue earned to date, percentage completed, total completed tasks, balance due, and overdue balance. This is a terrific tool to offer incentives to service techs, building loyalty with your staff as well as your clients.
With the influx of new pool and hot tub owners on the rise, the demand for service will be more important than ever in this coming year. Now is the time for service companies to invest in the latest mobile service scheduling software to wow customers, increase customer loyalty, and capitalize on the opportunity to grow their business. Schedule a demo with RB today to put your business on the cutting edge.