Increasing Efficiency with Mobile Chimney Sweep Software
By My Service Depot on Thursday, February 25, 2021Go digital with chimney sweep software to send your company's trajectory through the roof.
Keeping your crew organized and efficient will help you run a successful chimney business. Many companies still use pen and paper to schedule and dispatch work. This can work, but much better options now exist. Chimney sweep software can help expand your business and allow your technicians to fill and file paperwork digitally.
The chimney business software Smart Service produces a streamlined process, from back office to technician. Once you take a customer call, you will get their information, then use it create a job/work order, notating the issue and what needs done. After that, you will send the info to your technicians’ mobile devices in the field. Your technician will review the work order, fill out pertinent information once they start working, then send everything back to your office.
With the Smart Service mobile app, your technicians have access to the job items created by your back office (in this case, things that they commonly use to repair chimneys). This will also help in generating invoices, providing quotes, and logging how much time a job takes.
The Smart Service mobile app lets you track when your technician clocks in for a job, when they clock in for the day, and when they take breaks. This data all goes back to the office for review. Smart Service integrates with QuickBooks, which means getting payroll done becomes much, much easier.
Smart Service also gives you the ability to create a specific fireplace as a piece of customer-owned equipment. That means you will always have records of customers that you’ve done prior work for, making your technicians that much more prepared when they perform future services. Equipment info can include serial numbers, pictures, and statuses. These different aspects of equipment will make your technicians that much more efficient once they arrive at a job.
Through the Smart Service mobile app, you can completely replace all of your paperwork with fillable PDF forms, going completely paperless. Customers and techs can use these fillable forms just like they would a piece of paper, but now you can store all of your paperwork digitally, bringing it up for reference at a moment’s notice.
The Smart Service mobile app allows technicians to create their own jobs, making them more self-sufficient in certain situations. This means techs can’t get left stranded without direction while they wait for the office to figure out what needs done. This level of control makes it easier for your technicians to go in, find the customer (or create them in your database), and then perform the work. This eliminates complete dependency on the back office in critical moments.
Smart Service also allows for the collection of payments. Forget about clunky card readers, Smart Service can quickly scan card numbers, making the process that much easier. Smart Service sends payment info back to QuickBooks, eliminating a lot of paperwork and potential mishaps. Doing this permits you to instantly invoice customers from the field. That way, they don’t have to worry about an invoice coming in the mail (or email) at a later date.
Allowing your technicians to interface with the job via their mobile device means no more paperwork and no more towering stacks of forms. Bring your company into the digital age. Request a free Smart Service demo today!