Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service 20 Questions You Should Ask Your CRM Provider Part 2
Oct 8, 2018
31:33
- Can a client schedule from Yelp?
- Can a client schedule from our website?
- Can we have a text conversation with a client and tech?
- Does the call follow the marketing dollars? Can you track the revenue generated from each phone number that is used to call in to the office?
- Can different types of recurring maintenances be set up? (one monthly billing for residential but only go out there once or twice a year, and another where we go out to perform a maint bi-monthly, and another bi-weekly for commercial?)
- Can Techs attach photos of the job to the service ticket?
- Will the photo stay in the locations history for future techs?
- Can I track the commission/spiffs for each upsell part automatically?
- Can I build additional forms the techs must fill out?
- If so, can these forms automatically be attached to certain types of jobs? (residential maint form just show up for a residential maint call not for every single service call)
- Does the service pricing integrate with Baker Distributing?
- Can the Techs view the history of the location they are going?
- Can you make it mandatory that each location has a model and serial number added to the system before they can close the invoice?
- Can the clients watch us in route to their location once the tech has been dispatched?
- Can the techs self dispatch or does the office have to dispatch them?
- Can the office dispatch them during the week and they self dispatch for after hours calls?
- Is there a tech content portal where I can share training and information all in one place?
- What is pay by text?
- Can a tech collect a check payment by taking a photo?
- Can techs show the invoice/estimate as a monthly payment rather than the entire bills amount?
- Intapay is 1% plus the other cc fees?
- What are the credit card fees?
- Is there a button to apply for financing on the estimate email sent to the client?
- Is financing with greensky built into the system?
Tersh@bluecollarroots.com
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