The right software can save you dozens of hours every week and replace several admins. With a program like ServiceBox, you can not only manage all your customers' information and keep track of your schedule, but you can also deal with all your transactions, from the initial quote to the final invoice. The software helps you to accept various forms of payments, and it facilitates your marketing efforts so you don't have to spend thousands on ads every year.
Managing Your Customers' Information
In the beginning, managing all your customers might appear simple. But as your business grows, you'll start finding it harder and harder to keep track of everyone. Once you hire your first employees, another layer of complexity is added because multiple people might serve the same customer. This can cause problems since you might not know what the previous employee worked on and what they discussed with the customer.
With the right software, you can avoid this problem because you can store all your customers' information in one place. Every time something changes or someone visits the person, the information gets updated. As a result, the customer will experience an individualized, precise service, even if they aren't always visited by the same team members.
Creating Quotes and Invoices
The more requests and customers you have, the harder it becomes to keep track of all your quotes and invoices. If you have to create each one manually, you'll end up spending a lot of time on the process, and you're more likely to make a mistake. Fortunately, you can avoid this by using software specifically designed for a business like yours.
ServiceBox allows you to manage your jobs from start to finish. You can easily create quotes on the system, and if you have multiple customers with similar requests, you can duplicate them. Once the customer has hired you, you can track the job. Because there is an app, you can check on the status of your jobs even when you're on the go. After the work has been completed, you can create a paperless invoice, which can be paid directly from the email.
Dealing with Payments
In the last few years, more and more people are using online or card-based payment methods instead of paying by cash. As a business, you'll lose out on a lot of customers if you're not able to accept a wide range of payments. With software like ServiceBox, this is extremely easy. After you've completed a job, you can simply email your customers your invoice. Your message will include a link that takes them directly to the payment.
Alternatively, you can use hand-point devices to take payments from your customers in person. We partner with PayRoc, a payment processing company that charges more modest fees than many of its competitors. You'll never have to pay more than 2.75% + 0.25, unless your customers are using American Express.
Managing Your Schedule
Keeping track of everyone's schedules can be one of the hardest things about running a successful business. If you're struggling to keep on top of everything, scheduling software might be right for you. When you install ServiceBox on your computer and your employee's mobile devices, everyone can coordinate their schedules and update them instantly when there are any changes.
When a new work order comes in, you can check your workers' schedules on the software, and you can drag and drop the new task to an appropriate timeslot. If you've turned on Dispatch Mode, the order will then appear on your employee's mobile device, and they will instantly know where to go and what to do.
Improving Your Marketing Strategies
Many plumbers are excellent at what they do, especially those who are running a successful businesses of their own. But just because you're highly trained and experienced doesn't mean you're good at promoting yourself and getting the word out about your company. Because we know that marketing is a challenging topic for many business owners, we at ServiceBox have aimed to make the process as simple as possible.
With the help of our software, you can learn more about search engine optimization, so the content you're putting on your website can be found by relevant people. The program can also help you manage your social media across all platforms and audit your website, so you can find any issues with the speed or layout. What's more, there is a feature that distributes your positive reviews to various sites where people are searching for plumbing services.
Why Choose ServiceBox?
There are many programs available for small businesses. So, why should you choose ServiceBox for your plumbing business? We specialize in helping service companies that visit their customers at home, so our software is tailored to your firm's needs. What's more, we offer a wide range of features that can help you in all aspects of your company. Everything is included, and you won't have to purchase various types of software and add-ons.
One of our most popular features is mobile connectivity. Our app can be downloaded on your employees' mobile devices, so they can access it when they are out and about. That way, nobody will ever miss any important information, and updates can be made even when you or your team members aren't together in person.
Good plumbing software can save you an enormous amount of time, and in some cases, it can even replace admin staff. Some of the tasks that can be completed with the help of the software include scheduling, creating quotes, invoicing, and accepting payments. Contact us at ServiceBox to claim your free demo. You'll be surprised at how much faster you can accomplish your tasks when you make use of technology.
