Scheduling and Dispatch Software for Garage Door Companies

Service Scheduling Software for a Door Company:  The Door business can be crazy at times. The phone can just keep on ringing. Call after call comes in. Handwriting notes on scraps of paper will not work. Things need to flow from the initial call taker, to the dispatcher, and eventually to the invoice, without a hitch.

When you get busy is easy to go back to pencil and paper. We plan to enter it all into the computer, when things slow down. That just never happens, and calls are missed.

Duplicate entry is another problem. It is all right here. You enter the call and customer information into notes, then I enter it again on the technician’s field ticket, and finally re-enter it again into the QuickBooks customer invoice. Calls are lost, work gets done and never billed. Time and money are wasted.

Fireline is designed so that customer information only needs to be entered once. That information is used again and again, without double entry. If a customer calls, we can find all their information with a click of a button. All their information is in one place. I can see work order history, installed doors, maintenance agreements, notes, and attached documents. Our work-order screen is designed to give you all the information you need in one place. Almost everything has already been filled out. All you need to enter is the WO type, and User defined fields. The assignment automatically appears on the dispatch board. I can drag the wo to the tech, and send it to his tablet or phone. One click and the tech has it.

Our mobile solution supports both android and apple products. The tech has all the information he or she needs, including parts, pricing, and wo and door history. They can enter the info and send it back to the office. It only needs to be entered once. The accountant can review the information and send it to QuickBooks with a click of a button. Nothing needs to be re-entered.

A process has to be followed even when things are crazy. 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: Dispatch is critical, the dispatcher needs to be able to review open calls at a glance. 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. Door Pack provides this seamless dispatching process.

Commercial Maintenance Agreements and Renewals: With Door Pack Software for Quick Books the scheduling and PM 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. Door 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 work-orders on the calendar board. The person who is responsible for scheduling the commercial maintenance works can see all the calls, and sort them by town, zip code, or territory.

 

Mapping/ Routing: You need to group your service and maintenance calls by location. This is one area where you can streamline the operation. Who wants their techs driving back and forth across town. Calls can be grouped by zip code, by town, or by your own areas or territories. The Doo0r Pack Service Scheduling and Dispatch Software can handle them all. Talk about saving money.

 

People don’t realize how important the business process is. Door Pack is designed for a door company, and gives you the right software tools for the job. We offer a 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 also give you a leg up on controlling your scheduling and dispatch.

Take a few minutes to join us at our next online webinar and review how the Door 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.DoorPack.com.

Be sure to check out our Video of the Month:

http://www.DoorPack.com/video-of-the-month

Watch how the Door Pack Service Software for QuickBooks can help to eliminate duplication and streamline your scheduling and dispatch processes.

Garage Door, Dock and Gate Companies, Scheduling and Dispatch Software

Service Scheduling Software for a Door Company: The Door business can be crazy at times. The phone can just keep on ringing. Call after call comes in. Handwriting notes on scraps of paper will not work. Things need to flow from the initial call taker, to the dispatcher, and eventually to the invoice, without a hitch.
When you get busy is easy to go back to pencil and paper. We plan to enter it all into the computer, when things slow down. That just never happens, and calls are missed.
Duplicate entry is another problem. It is all right here. You enter the call and customer information into notes, then I enter it again on the technician’s field ticket, and finally re-enter it again into the QuickBooks customer invoice. Calls are lost, work gets done and never billed. Time and money are wasted.
Fireline is designed so that customer information only needs to be entered once. That information is used again and again, without double entry. If a customer calls, we can find all their information with a click of a button. All their information is in one place. I can see work order history, installed doors, maintenance agreements, notes, and attached documents. Our work-order screen is designed to give you all the information you need in one place. Almost everything has already been filled out. All you need to enter is the W/O type, and User defined fields. The assignment automatically appears on the dispatch board. I can drag the W/O to the tech, and send it to his tablet or phone. One click and the tech has it.
Our mobile solution supports both android and apple products. The tech has all the information he or she needs, including parts, pricing, and W/O and door history. They can enter the info and send it back to the office. It only needs to be entered once. The accountant can review the information and send it to QuickBooks with a click of a button. Nothing needs to be re-entered.
A process has to be followed even when things are crazy. 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: Dispatch is critical, the dispatcher needs to be able to review open calls at a glance. 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. Door Pack provides this seamless dispatching process.
Commercial Maintenance Agreements and Renewals: With Door Pack Software for Quick Books
the scheduling and PM 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. DoorPack has a process that allows you to keep track of these things on a timely basis. Maintenance calls are created automatically and displayed as work-orders on the calendar board. The person who is responsible for scheduling the commercial maintenance works can see all the calls, and sort them by town, zip code, or territory.

Mapping/Routing: You need to group your service and maintenance calls by location. This is one area where you can streamline the operation. Who wants their techs driving back and forth across town. Calls can be grouped by zip code, by town, or by your own areas or territories. The DoorPack Service Scheduling and Dispatch Software can handle them all. Talk about saving money.

People don’t realize how important the business process is. Door Pack is designed for a door company, and gives you the right software tools for the job. We offer a 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 also give you a leg up on controlling your scheduling and dispatch.
Take a few minutes to join us at our next online webinar and review how the Door 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.DoorPack.com.
Be sure to check out our Video of the Month:
http://www.DoorPack.com/video-of-the-month

Watch how the Door Pack Service Software for QuickBooks can help to eliminate duplication and streamline your scheduling and dispatch processes.

Scheduling Software Designed for Quickbooks

We all love QuickBooks but finding scheduling software for QuickBooks is not always easy. Without the ability to track your customer history and automate your service dispatch scheduling can really limit your business growth. It’s time to start looking for a service and dispatching program that is plug-in compatible with your QuickBooks. There are four major points that you should consider before you buy a scheduling software for QuickBooks:

Is it easy to use? Some scheduling software claim to do everything. Each of the features that you may or may not need come with a price. Some may make the software complex, hard to work with and difficult to learn.

Will they show you the scheduling software? During your software demonstration ask if you can schedule a new service call. Was it easy to find your customer? How many screens did it take? Was all of the customer history on one easy to read screen? Did it warn you if the customer had and outstanding balance due? Software should make your life easier not create more keystrokes and cause more stress.

Is it designed specifically for QuickBooks? The real test for a scheduling software for QuickBooks is to watch where the customers invoice is created. If the invoice is only created inside QuickBooks you have a seamless integration to QuickBooks. If it is created inside the service software’s Accounts Receivable software and then linked or synced into the customer’s record inside QuickBooks you are maintaining two different accounts for each customer. What do you do when the same customer’s balances are different? This type of integration can lead to accounting nightmares. Does the software connect with your QuickBooks billing accounts and jobs? If not, some kind of conversion will also be required.

Do they really focus on Door companies? Review the software company’s website. Do they work specifically for Door or every type of service business under the sun? If one size fits all, it may not fit you very well.

For additional information or a personal demonstration of the DoorPack Scheduling Software for QuickBooks visit www.DoorPack.com

Scheduling Installations and Deliveries

Automate your parts delivery schedule:

One of our customers wanted more control over installations. The availability of parts was a major headache. He ordered most of his parts specifically for the job. Time after time the technician would get to the site, and be unable to finish, because a specific part was not available.

Receipts were scheduled in an excel spreadsheet. As parts were received, they were checked off on the sheet. When everything was checked off the installation was scheduled. In practice this should have worked. In reality, purchase orders, receipts, and the spreadsheet were constantly getting out of sync. Information on the spreadsheet differed from the Purchase Orders in QuickBooks. Since there was no delivery date on the PO line-item in QuickBooks, it was difficult to synchronize deliveries with installations.

Automating Purchase Orders and delivery schedules fixed the problem. The sales-person was given the responsibility to start the process when the quote was accepted. He or she would create the installation work order, which included all of the information on the quotation. The installation work order would be put on hold until the parts were received. The salesperson would also create a preliminary purchase order for the part, and assign it a delivery date and method. It was easy to look at a work order and see what parts needed to be expedited.

We created a main delivery schedule which includes scheduled parts deliveries, and customer installation requirements. The owner can now review the preliminary purchase orders and deliveries, change them as needed, and combine them into purchase orders for the vendors. The critical deliveries stand out, and can be expedited when necessary. When scheduling installations, it is easy to see if all the parts have been received, and a picking list of required parts is printed out with the work-order.

Best of all, everyone has up to date information. Projected work order deliveries are immediately transferred to the main schedule. Changes to the main delivery schedule are instantly transferred to the work order. People have the information needed to respond properly to customer questions.