PM’s and your mobile solution – Your Hidden Goldmine

Your technician calls in to report that he or she is finished with the job and is an hour away from the office. Now is the time to make the most of your new DoorPack system.

With a click of the button you can find all of the PM’s that are coming due in the town or zip-code close to the tech’s location.

With another click you can send him or her the information needed, with our mobile solution.

Reducing your turnaround time can result in a significant increase in your revenue, cash flow and tech productivity!

DoorPack Software – End the lost Paperwork Nightmare

There is something about paperwork that seems to make it hard to find. We’ve all been there before: Everything is right there in the file cabinet, good luck finding it. For example, we need to repair a commercial door we installed last year. We have all the information we need at our fingertips. First we go to the file cabinet or to QuickBooks, drag out all of the old invoices, and identify the equipment. Next we need find warranty dates. Finally, we need to sort through the invoices to pull together the customers repair history. The secretary needs to retype it all again on the work-order for the service techs to reference the prior work done.

Let’s not forget the typical flow from sales to installation. The secretary takes a call from a customer asking for a quote. She leaves a sticky note on the salespersons desk. With luck the salesperson finds the note, calls the prospect, and sets up a site visit. The sales person goes to the site, makes lots of notes, and gives the customer a quote. The salesperson puts the quote in his folder and goes back to the office.

When the customer calls, panic sets in. Where is the quote? Where are the notes from the site visit? We finally pull all of the information together, and try to schedule an install. We hand write a purchase order for our vendor(s). It falls into the same paperwork black hole. With luck, the warehouse guy realizes the unit that just came in must go somewhere. Otherwise, it gets stored in the warehouse until the customer calls complaining about the status of their new installation. This is followed by another wild search.

DoorPack Software for Quick Books is designed to eliminate the paperwork black hole. Installed equipment is automatically recorded, with warranty information. Initial site visit work-orders and notes are linked to the quote and installation work-order automatically. All of this can be printed with the work-order.

DoorPack Software for QuickBooks – Is Mobile For You?: March Newsletter

There are four reasons to consider a mobile solution:

 

  1. Faster turnaround. Payment is normally made to the tech on site. This can make a big difference in your cash flow. You get your money faster, and don’t have to worry about invoicing and collections.

 

  1. Reduced paperwork. The technician enters the information and sends it back to the office. Data is automatically pulled into your software then processed to QuickBooks. This saves a lot of time and effort in the office.

 

  1. Better on-site information. Your technician has on-site access to notes and history from previous visits, and to equipment history.

 

  1. 4.    Your customers expect it.

DoorPack’s mobile solution is simple, inexpensive and uses technology you already have in place to provide a mobile solution that is designed to fit your needs. DoorPack provides the technician with all the information needed to get the job done. More importantly, your customer base is safe and protected because it is not in the cloud of increasingly risky web servers.

 

Why not invest a few minutes to join us at our next online webinar and see for yourself how DoorPack Software for Quick Books can streamline your operation and increase your profitability.