Step 3: How do you schedule and dispatch jobs to your engineers?
The more steps you have to take to schedule jobs and dispatch your engineers, the more time your customers have to wait, and the less likely they are to be delighted with your work.
If a customer has a water leak or a gas leak, they need an engineer now, and if you can’t provide that, they will go elsewhere. Scheduling and dispatching may not get you directly to giving a quote, but you can count on the fact that if there’s a problem with them, your potential customers will vote with their feet before you ever get near a quote.
A smoothly operating system that quickly finds the nearest available qualified engineer will do wonders for your customer’s impression of you.
If you’re still doing quotes and estimates on Word or on a spreadsheet, you could be losing valuable time that your competitors will take advantage of. The quicker you can get a quote to your customer, the more chance you will get the job. A system that allows you to issue a quote on the spot and get it signed off there and then will be a clear winner when it comes to converting that quote into a job.
Do you want to see how it works with Commusoft? Watch estimates feature video:
Step 5: What do you do before going onsite? Email? Send a text message?
It’s a good idea to contact your customer and tell them that their engineer is on the way. It’s polite, it’s professional, and customers like to know where they are up to and when their problem is going to be fixed. It’s all about that great impression you want to create.
While it doesn’t take a great deal of time to write an email or send a text, you can save time by using a system that will let you send confirmations with the click of a button.
For additional insight, specially designed to help you prepare estimates for your clients, download your free guide and discover how you can increase profitability.
Step 6: On-site: Listen to your customers, be clear and provide advice and solutions
This one really doesn’t need an explanation. It should be standard operating procedure to take the time to hear what your customer is saying and to explain what the problem is and what you have done to fix it. No system can replace that vital human interaction and the building of great relationships.
Step 7: Follow-up (attach testimonials, examples of your work, videos and reviews)
The best thing you can do to market your business is to get social proof, such as testimonials from delighted customers. You’ll have far more chance of people coming to you and asking for quotes if you have great testimonials to show that you do an excellent job.
When you’re busy, following up and taking the time to ask for a testimonial can often be the last thing on your mind, but that’s where having a great system can reap dividends.
If your customer can fill in a quick and easy feedback comment there and then once the job is complete, that gets sent automatically to your system, you’ll find you collect far more testimonials for that all-important social proof.
While not all of those steps are directly related to providing a quote, every part of your business needs to work seamlessly and efficiently in order to provide the most professional service possible, and it’s that high-quality service that your potential customers will see when you do provide a quote.
There’s so much to coordinate, from providing excellent and professional quotes and getting the job done, to finalising the paperwork and issuing your invoice. It can feel like you need to be everywhere at once, which isn’t the ideal way to run your business.
The best answer is to use a solution which synchronises every step, helping you converting more quotes into jobs and provide outstanding service.
Commusoft is a job management software that solves each step of the process. It helps you to avoid paperwork, increase your productivity and centralise and synchronise all of your business information.
If you’d like to take your business to the next level and improve everything you do, from your quote to your service, then why not watch our demo to see how we can help?