Regarding electrical contractor software, your software solution must perform excellently to simplify daily activities. It would be best to have electrical contractor software to simplify your life, manage daily tasks, keep jobs on schedule, and make customers happy.
Do you still need to run clumsy, out-of-date software that can’t keep up with your expanding business? An upgrade is required right now! With all the capabilities integrated into top-tier software, your daily duties can be reduced, leading to more effective, contented staff and delighted clients.
We’ll go over every element of a robust electrical contractor software that will make your turmoil into order in this article:
- connecting employees and consumers with mobile CRM
- scheduling improvement with a smart dispatching board
- Integration with Quickbooks
- Price Presentations that make customers at ease
- Extra Features
Many small firms need help to keep up with the advances in electrical contractor software now available to the industry. Everything was once completed with a pen and paper, and some businesses still employ them! There is, however, a better approach. You will want all of these features for your company when you finish reading this post.
Connecting the Office, Field, and Customers with a Mobile CRM
One of the most crucial tools in an electrician’s toolkit is a mobile CRM (Customer Relationship Management) platform. The finest CRM keeps track of all communications between a company and its present or potential clients.
Then, by lowering expenses and boosting revenue through customer loyalty, this data may be leveraged to manage the customer experience more effectively.
The top mobile CRM systems can:
- Inform customers through text, email, or voicemail that the electrician is on the way.
- Help track income and ROI by measuring sales and marketing initiatives.
- On each work order, display notes, customer, and equipment history.
All of these functions of the electrical contractor software enhance and speed up operations for your team! This eliminates the need to call the office for updated information or look up prior employment history. Easily recognize your customer’s details by giving a phone or tablet a quick scan.
Invest in a Smart Dispatching Board to Save Time and Money
An electrical contractor business runs its everyday operations in tandem with scheduling and dispatching. If your dispatch software is subpar, time and money will be wasted. Additionally, it can make customers angry. Remember that unhappy clients spread the word to their social networks, harming your reputation.
However, your company will operate efficiently and effectively if you have an intelligent dispatch board.
The office manager or dispatcher entirely controls operations and scheduling. Thanks to an intelligent dispatch board, your office personnel have access to a high-level view of all open work orders, including assigned, unassigned, and completed ones.
Schedule changes, work orders, and real-time communication with electricians are all possible for office managers. Whiteboards, spreadsheets, and voicemails are no longer necessary as a result.
An electrician can see every customer or task detail on a mobile device, such as a phone or tablet. Through scheduling and dispatching technologies, they will see the precise job information that the office manager shares, removing the need to call the office to confirm addresses, client names, or work order history. The job information is prominently displayed on their tablet or phone thanks to clever dispatching software.
Customers gain from this tool as well. Electricians are more likely to appear on time because they have immediate access to background information and job history, despite never seeing dispatch boards or schedules. As a result, your electricians can provide a fantastic customer experience thanks to this electrical contractor software feature!
Everyone on your team benefits when you employ a smart dispatch board. Better use of time and contented consumers are the rewards. Additionally, the top electrical contractor software pays for itself!
Are QuickBooks and Your Electrical Contractor Software Integrated?
Electrical service software must have a live QuickBooks link. Your company is likely utilizing QuickBooks because more than 80% of small businesses do.
You need software that seamlessly syncs with QuickBooks so that all of your financial information is current and accessible. It is best to have a two-way sync so that, regardless of where you entered the data, it will be appropriately represented in both QuickBooks and your electrical program.
What benefits may a QuickBooks integration provide to your electrical company?
- Every transaction goes directly into QuickBooks, saving you weekly hours on data entry. You won’t need to reconcile your accounts at the end of the day.
- With two-way sync, errors can be corrected in one location rather than updating data in numerous software programs.
- From the warehouse to the work order, keep track of your inventory.
- Avoid “batching” by using live integration, which updates QuickBooks as soon as an invoice is sent.
Your electrical company will save a ton of time by integrating QuickBooks, which will enable your technicians and office manager to operate more efficiently.
Price transparency benefits both customers AND electricians
Most electricians need to make better salespeople naturally. But, like most field service professionals, selling is now a necessary component of the job. Electricians may quickly reassure customers by offering them pricing options using digital price books. Additionally, it gives them a chance to market more products and services.
The following are some aspects of price presentation to remember:
- Options that are good, better, and best put the customer first and improve the customer experience.
- Additional items are displayed on screens for the electrician to recommend.
- It is simple to update and modify these price books.
- Display the products to the customer directly from your phone or tablet. Both the product offerings and your markups are customizable.
Up-selling is made simple by recommending the ideal products to bundle at the perfect time.
The Best Electrical Contractor Software Provides These Additional Features
In electrical contractor software, there are several extra components to consider.
Management of clients:
Examine all of the completed work and any installed equipment by the customer. Customers are shown visuals in-store to help them understand current challenges.
Know when billing, scheduling, and service agreement renewal are due. Office employees can set Reminders and invoices automatically, saving hours each week.
Estimates and Invoices:
By accepting payments on the job or submitting an invoice with a few taps or clicks, you can decrease delinquent invoices and be paid sooner.