The appointment details indicate the customer name, location, details of the job, and any other necessary information. This appointment is automatically sent to the technician. The customer calls the office staff to indicate a need for service.
Those who use QuickBooks can expect a fairly easy learning curve for the integration process. The end of a customer contact allows the office staff to post the payment to the QuickBooks program on the same computer. From the training videos, it appears the Smart Service data fields are coded to match those in QuickBooks, allowing an automatic record transfer.
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That immediate communication function is one of the biggest selling points for the product. It allows the office and field staff to coordinate activities automatically. This reduces time spent on phone calls and two-way radio, one of which would otherwise be required for scheduling and job updates. The automatic communication between office and field staff also eliminates the time normally required to return to the office and file documents. I found the idea of recording the training and providing a copy to be an interesting service for two reasons.
- This will cause the router to log events, such as when someone logs in to the management interface.
- You may even be able to have the router email you a notification when someone logs download free softwares in – again this varies wildly by model and manufacturer.
- This step is entirely optional and your router may or may not support this feature.
features that allow field staff to complete forms with the customer using a tablet, and then automatically file those forms at the office. I know from personal experience that this particular process can be a nightmare using pen and paper. Office staff opens the calendars of all employees on one screen and adds an appointment where a technician has free time.
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For example, let us say an air conditioner in a home is no longer working properly. Office staff opens the Smart Service desktop application and uses the customer’s name to pull up a customer history. All documentation collected by the service technicians in the field is automatically forwarded to the office staff. They are also automatically filled within the customer’s record. First and foremost, Smart Service was designed as an add-on to the QuickBooks program.
First, it could potentially avoid the need for the customer taking a ridiculous amount of notes during the training in order to follow the information. Customers can now focus on understanding what they hear, and only make notes to reference what has been recorded. Second, a recording of that nature could be a powerful reference tool and a way to train future employees.