The Benefits of Mobile Technology

Mobile technology can really transform your business. It can increase cash flow and reduce errors by providing the technician with all the information needed at the site. It also reduces customer complaints by capturing an on-site signature, confirming the work was done properly. DoorPack is pleased to announce its’ new mobile application, for use with android tablets and phones.

With our mobile solution, the tech has the address, and all the information needed to scope out the problem and review the history of the equipment. He can review the work done in the past that may relate to the current problem. Troubleshooting is simplified.

When the work is done, he records the parts, labor and job notes into the mobile device along with the customer’s signature. This information is transferred directly into the work-order for billing, eliminating double entry. Finally, a credit card payment can be obtained immediately from residential customers.
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All of this cuts down on errors, double entry, and customer disputes. It can also make a big difference getting bills out the same day to turn over cash flow quickly

Fireline provides mobile technology at a very reasonable price, and we integrate seamlessly with your QuickBooks software.

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!

Five Reasons to operate your software from your office and avoid the cloud

  1. Security: Every day we hear about a cloud- based system being hacked. No-one seems to be safe. The IRS was hacked; the entire government personnel system was hacked; Target Drug, TJ Maxx, Blue Cross and Blue Shield were all hacked. These organizations spend billions of dollars to protect their records. They all learned the hard way. Put it on the web and you risk losing it. Your average cloud-based provider can’t afford the kind of security these big organizations had. How secure do you think your data really is in the cloud?
  1. Ownership of the data: When you put your business into the hands of a cloud provider, all of your data is in their possession. You can access it, as long as you continue to pay. Miss a payment and you are out of business along with your customer history until it gets resolved.
  1. Switching systems: We hear it all the time. People have bought into a cloud-based office or mobile software app and are now unhappy, and want to change. Unfortunately, most can’t get their data out. Effectively they are locked into their monthly fee, unless they are willing to go cold turkey without their history.
  1. Your business depends on the internet. When it is down, so is your service business.
  1. Mobile security: Most cloud-based applications use a mobile solution that gives your techs access to your data. Password protection helps, but passwords tend to get passed around the office. It isn’t uncommon for technicians to raid the bosses’ customers and start their own business.

Software installation and training: It can be a painless process

At the beginning of the installation and training process we often find that people in the office are anxious. They are used to the current system. Change is frightening.

The actual process is fairly straight-forward. After installation, which is handled by our technical staff, we go through a brief overview of the process. DoorPack is easy to use, and the training period is quite short. At least an hour of practice is needed after every training session.

The first one hour session covers service and dispatch. After 30 minutes the staff is able to enter and dispatch service calls and enter new customers. We spend another half hour or so practicing, and covering special requirements. DoorPack is designed to be customized to meet the needs of the company, with user defined fields and screens. These are used to tie to the customer’s Jobs in QuickBooks, and for other special fields and functions.

The second session covers questions and problems, and moves into installations and billing. At that point, the users are able to create work-orders, and bill them. They still are probably not comfortable with the process. We encourage them to call us if they have questions or problems. Customers at this stage get special priority.

In the third one hour session we normally cover equipment and service agreements. We train the users to enter service agreements that will tie back to their equipment and automatically produce maintenance service calls. We also go over the areas in DoorPack that are designed to control the renewal process. At the end of that session the new users are ready to work with PMs, although we are always available for questions as they come up.

The fourth session is set aside for review, questions, and includes a general overview of the process.

The whole process takes about a week, depending on availability of staff. At the end, DoorPack will be up and running. Normally we wait a couple of weeks, and then move to the mobile solution. This typically takes an hour or two to set-up, and one or two hours of training.

Take a few minutes to join us at our next online webinar and review how the DoorPack Service Software for Quick Books can help to streamline your operation, increase your productivity and eliminate the duplication.

Turbo-charge your Service and Recurring Maintenance

QuickBooks is a great accounting program, but it really isn’t designed to meet your operational needs. A Door business needs something that integrates customer history, schedules, contracts and work orders. You can drive yourself crazy trying to keep up with all the detail. Some people put the information into QuickBooks notes, or create appointments with Google or Outlook calendars. Some even try to keep track of everything in Excel. When things get busy it all tends to fall apart. The end result is money down the drain. A simple to use fully integrated service software program can fix the problem, but finding the right product is not easy.

Stand-alone software designed for the Door industry will generally meet your operational needs, but their own built-in billing and accounting can’t match up to QuickBooks. QuickBooks has hundreds of thousands of accounting users around the world, and spends millions to make their product user-friendly. And training your staff to use another accounting software can be a nightmare with a product that isn’t user friendly.

There are a several popular service software products that claim to “work with QuickBooks”. But beware. They may have their own billing and accounting software, separate from QuickBooks.

After creating the customer invoice in their software they push their invoices and accounting into QuickBooks. This is a recipe for disaster when you or your accountant discovers that your customer’s account balance in QuickBooks doesn’t match the balance in their software. Many of their customers end up disconnecting the service software from QuickBooks. They have to put up with the hassle of entering everything twice.

DoorPack allows your customers invoices and accounting to be created inside QuickBooks eliminating duplication.

DoorPack Modules

DoorPack Software provides four main modules with it’s connection to QuickBooks

DoorPack’s Base Service/ Installation Scheduling Module allows the user to quickly find any QuickBooks customer and review their complete customer history on one screen.

DoorPack’s design eliminates the need to search through multiple menus to quickly find what you are looking for. You can also drill down into the detail of any past work orders or quotes for reference. DoorPack also tracks each customers installed equipment ( just in case a replacement part is required) along with maintenance schedules, unlimited contacts, agreements, notes, sales activities, attachments, and phone call history.

Work orders for service calls and new installs can be printed and scheduled on Microsoft’s Outlook for all of the computers connected to the network. Using the DoorPack calendar with easy drag-and-drop features, the work orders can be quickly assigned to a new service technician. When the work orders are completed the labor and parts used can be entered. Each completed work order will automatically create an invoice, estimate or sales order in QuickBooks to eliminate the duplicate entry required for billing. This speeds up the normal billing process, reduces the amount of clerical entry and increases cash flow.

DoorPack’s Estimate and Quote Module provides a powerful alternative for automating your quoting process.

DoorPack Software is one of the only software tools which allows the dealer to prepare residential and commercial customer quotes for multiple manufacturers and multiple product lines.

There are three methods provided for quotes in DoorPack:

  • handwritten quotes
  • Excel imported quotes
  • DoorPack created quotes.

The quoting module provides a simple tiered method of quoting allowing the selection by manufacturer, by module, by option and then by option item. Pricing is automatically updated using the manufacturer’s multipliers.

Quotes can be reviewed using multipliers and/or gross margin assumptions. After quotes are printed in DoorPack they are tracked in the customer’s history record. With a simple click of the mouse an existing quote can be turned into an installation work order for scheduling and billing.

DoorPack’s Opportunity Tracking/ Open Item Tracking and Advertising Module allows you to track the source of each incoming call to better manage monthly advertising expenses.

It also provides a method for creating customer and prospect mailing labels and various mail merge letters for promotions, etc. The tasking feature for DoorPack provides management and the staff with a handy “ToDo” list feature tracking project deadlines and assignments. Incoming daily call opportunities may also be tracked and managed.

DoorPack’s Job Cost Contracts and Progress Billing Module provides the ability to track job contracts for progress billing and job costing.

Finally Fireline Systems wraps the entire DoorPack software product together with a powerful company-wide informational dashboard.

From one single screen DoorPack allows you to quickly see a snapshot of your entire company with the ability to drill into the details. This one tool alone streamlines the entire daily operation and eliminates the need for countless paper reports.

If you are looking for an overhead door service dispatch software solution specifically designed for your business, which links seamlessly to your QuickBooks, you owe it to yourself to request a software demonstration of Fireline System’s DoorPack Software today.

More About DoorPack

DoorPack Software is door software specifically designed to address the unique needs of both garage door dealers and commercial door dealers.

DoorPack links seamlessly with the popular Quick Books software product line which provides dealers with a simple-to-use and easy-to-learn solution for quick customer history, quote preparation, work order scheduling, advertising and marketing.

As a QuickBooks Silver Developer Partner, Fireline Systems has created DoorPack Software with a seamless link into QuickBooks Pro, Premier and Enterprise desktop edition to preserve your current accounting functions.

This makes it easy for an existing QuickBooks user to add DoorPack Software and take advantage of all the specific features needed for a garage door and commercial door dealer.

DoorPack Software eliminates the typical duplicate entry issues that tend to waste valuable time by owners and their employees. With DoorPack you are able to continue using all of your familiar QuickBooks accounting processes …with the added convenience of DoorPacks expanded customer database history features including:

  • Tracking multiple customer locations
  • retail sales
  • work order history
  • installed customer equipment lists
  • detailed quote history
  • scanned attachments for before/after pictures
  • scanned customer signed work orders
  • any other type of customer document.

This streamlines your office process and eliminates much of the daily hunting for paperwork.

 

About DoorPack

Fireline Systems was started by Jack Harrison in 1999. Originally the company focused on the installation of packaged business software and hardware solutions.

After several years of trying to make generic products fit businesses with unique requirements, it became apparent that there was an enormous software demand by door, dock and gate dealers using QuickBooks Software. With the assistance of a team of door industry professionals Fireline Systems began the development of the DoorPack Software solution for QuickBooks to meet this demand. Today Fireline Systems is an authorized Intuit QuickBooks Silver Software Development Partner.

Early on, we learned that most overhead commercial and residential door dealers used QuickBooks and Microsoft Office products like Outlook, Word and Excel to run their business.

QuickBooks software seemed to be meeting the needs of the accounting department but there were too many office and field functions that were operationally disconnected with enormous duplication and overhead requirements.

To tie the whole operation together QuickBooks needed additional functionality with another software tool that would start at the initial call or sales opportunity, track all of the customer communications and history, flow the paperwork through contract and quotation preparation, purchase order creation with delivery scheduling, and finally track the installation and service work order schedule with the ability to continue to use QuickBooks for billing and all the bookkeeping processes.

DoorPack software was developed to compliment QuickBooks to meet these needs and much, much, more.

The other problem was integration. A typical job might have vendor documents in email folders, Word and Excel documents in different areas, with appointments scheduled in different Outlook folders. It was almost impossible to pull it all together.

DoorPack is designed to pull it all together in one place, so that a manager can go to a work-order and see all of the appointments, and documents in one place.

DoorPack Software was the vision and result of a team of professional software developers with over 100 years of experience in the garage door software industry.

 

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

Turnaround 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 work needed 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.