Trade Services Sector
There are special requirements for those in trade services - comprehensive CRM, smart job scheduling, job completion data, timesheets, data collection, timely invoicing. This is often a challenge for those on busy schedules who are constantly under the pump to service both residential and business clients who are usually in a hurry. Fulfilling customer expectations is often compromised by inefficient and disconnected business tools.
The Fortix dashboards take on the challenge for the trade services sector by integrating the processes and increasing the efficiency levels. As they are Cloud based all the trade operators can access them from any where so there is no need to be constantly chasing the office for new jobs or to file paperwork - it can all be done from the truck or during a coffee break.
Key Benefits include:
- Real time visibility across all you business processes from customer contact to delivery of service and everything in-between
- Automatic location based job allocation
- Remote access to all jobs and communications in the system
- Direct instant team messaging to all team members (with SMS option)
- Itemised billing for the customer with detailed description of all time allocated and spent on service delivery
- Time tracking of all jobs in the system leading to automated billing and audit trail
- Team collaboration tools where all the input is captured in one place and available in real time for review
- Superior service performance customer satisfaction leading to greater customer retention rates
- Ecommerce integration with a database driven back end
- Global reach and team collaboration anytime anywhere
Customer Management
The Fortix platforms give you full visibility into the entire customer lifecycle leading to improved customer satisfaction levels and better customer interactions. All aspects of your dealings with customers are tracked and visible to all account management or service personnel. Track and manage service jobs in real time with full audit trails of all dealings with individual customers.
Manage Time & Expenses Easily
Time spent on customer projects must be easy to record and available for audits and invoices. The Fortix dashboards enable easy capture of all time spent on any project and other expenses incurred. These can be brought into customer invoices for complete validation of costs leading to full transparency and accountability for your customers.
Human Relations
Keep a track of all your employees from the hiring process through to policy and procedural management all in one place. Know at a glance which employees are available for pojects and what qualification levels they can work at. Time sheets, work throughput and all other data related to your employees is captured and available at your fingertips.
Communications
Move away from disconnected email systems. With the dashboards Communications managers you are able to track and capture all emails in one central location. No more searching through endless folders to find communications with your clients as all communications are recoreded with your client information in the integrated CRM.
Collaboration
Your team needs to be able to communicate internally or remotely on all the projects they are working on. Again the Fortix dashboards integrate team collaboration tools so that everyone is on the same page. You are able to review all the collaboration messages between team members on any project you are working on - anywhere, anytime and from any browser device.
If you would like more information on Managed Business Systems and Website Fortix Solutions please contact us.
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