Flat Rate Apps, Pricing with JOBI and CS sales Training
The tough thing about using mobile services, from my experience and from other that I’ve talked to, is getting everyone to USE it.
I have my own flat-rate book; but for scheduling I’ve been using Asana for maybe two years now.
https://asana.com/
It’s a nice product; I use it to keep track of service calls and to stay on top of bidding schedules, and for project managing. The most important thing to make it work is to open it and create a task every time you get a phone call or email that needs to go on the calendar.
Anytime someone calls the office for service, it needs to immediately go to Asana and be assigned to someone. I have a section dedicated specifically to service. You can also add notes under each task. So when a call is done, if I want to make some record-keeping notes about the job, I add them in the comment section for that task.
For project management, whenever a new job starts I make a new section for that job and enter all the milestone dates from the project schedule. I keep notes on material orders and assign them to the person responsible for placing the order; be it me or someone else in the office. You can also upload files (like the job specs, quotes, material orders, etc....), and while I did use that for a few months, I moved away from it and just started using Dropbox Business. It’s what the majority of the GC’s I work with use, so it just makes life easier to work in that shared space.
Everyone in the office works within Dropbox so at anytime we can lookup a needed file.
One other thing I’d recommend is scanning your invoices and saving them in Dropbox. We use paper triplicate invoices for service (office copy, customer copy, customer quote copy). I use the Adobe Scan app on my phone (I have an Adobe CC subscription; not sure if that’s required for it?); anyway, it uses your phones camera to make a pdf copy of the invoice. I’ll save all those in my Dropbox so we have backups of the paper copies.
Edit to add..... on Asana, the desktop space is a much easier place to work than the app. It also gives you a nice calendar view that doesn’t exist on the mobile app. So I typically work on it from my computer, and just use the app when I’m in the field to view upcoming tasks, mark things complete, add notes, or quickly add a task. Usually in the mornings I’ll go through all my emails from my desk and add any new info that came in after I’ve left for the day. I try to go back to the office in the afternoons if I’ve been out in the field and go through emails again. I try to only answer things that need immediate attention from my phone. Everyone works differently; I’m just more focused if I’m sitting at my desk. Or a laptop in a job trailer.
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