Optimizing Plumbing Workflows with Cloud-Based Software

Optimizing Plumbing Workflows with Cloud-Based Plumbing Service Software

Cloud-based plumbing service software like ServiceBox is designed to increase the productivity, organization, and success of your business. It's easy to integrate ServiceBox software into your daily tasks so you can manage your plumbing business the right way. Key software tools can include programs for smart scheduling, one-touch invoices, and so much more.

Smart Scheduling

Smart scheduling software uses tools like drag-and-drop to easily and quickly drop work orders into available appointment times. An advanced calendar can access the individual schedules for each of your field plumbers, or it can look at the schedule for the entire company at one time. Your scheduling staff can also organize this calendar to manage smaller groups of plumbers, such as plumbers who have a particular specialty.

A smart scheduling feature can be crucial when your staff needs to schedule emergency work orders. A busted pipe can turn into a major issue very quickly, so a prompt response from your company is greatly appreciated by your customers. When your plumbing business uses smart scheduling software, your staff can swiftly locate available workers who can respond to urgent work orders without delay.

Professional Quoting

Customers appreciate transparent pricing and accurate quoting. If a customer is shopping around for a more affordable plumbing service, your business will look more appealing than your rivals when your work order estimates are accurate. You can give customers a price breakdown, including the cost of plumbing materials, when you send the quote to the customer for approval.

Your professional quoting software can enhance your business productivity in other ways. For example, your quoting software can send your staff reminders to follow up with customers who were sent a quote for approval so that you can get a quote approved. From there, approved quotes can turn into detailed work orders that can be dropped into the calendar by your scheduling staff. All the details in the work order will be synced from the information in the approved quote.

GPS Tracking

GPS tracking can be helpful for your business in many ways. First, GPS-enabled tracking for mobile devices carried by your field plumbers will enable your scheduling staff to identify plumbers who are near urgent work order requests, which allows for swifter urgent service dispatching. GPS tracking can also be used to generate automatic timesheets for your employees and keep track of inventory on work trucks.

One-Touch Billing

Billing and invoicing is a crucial part of your business. When your plumbing business can use software like one-touch billing, you can speed up the turnaround time for payment processing. This type of plumbing service software works by automatically converting a completed work order into an invoice that can be sent electronically to your client: all without your field plumber ever leaving the job site.

Not only is one-touch billing vastly more time-efficient, but it's more convenient for your clients, too. With one-touch billing, all your customer will need to do is open an email and access a payment link to settle a bill for plumbing services. Or if your plumbers have a hand-point device for payment processing. One-touch billing software can also sync information with your accounting software to keep your accounting information updated in real-time.

Top Reasons to Streamline Your Workflow

1. Task and Time Management

Streamlining your workflow with cloud-based service software is one way you can improve the overall task and time management for your business. Your employees have to manage multiple tasks each day, which means prioritizing and organizing day-to-day tasks for the most efficiency. Service software simplifies data organization across multiple programs, which makes it easier for your staff to quickly tackle important tasks.

Improving your task management is a boon for your staff and your business, particularly since reduced errors mean your staff can spend more time on essential tasks. Service software gives more oversight, so your daily workflows can be optimized. Overall, this benefits the customer by providing faster service.

2. Communication

You can elevate the productivity of your business when you prioritize communication. Your field technicians, administrative staff, and customer service agents should all be able to communicate clearly with each other about the client to provide the best service for customers. Cloud-based service software creates a clear communication network with seamless channels for real-time information updates that are accessible by all employees.

Clear channels of communication via cloud-based technology are also less stressful for your staff. You can eliminate confusion over work order requests using this software since all employees can see the same files.

3. Eliminate Redundancy

Redundancy in paperwork is a huge roadblock when you want to improve the overall productivity of your company. Handling paperwork and schedules the old-fashioned way typically means your staff ends up inputting the same data in multiple locations, which wastes time throughout the day. Inputting data by hand also opens the door to human errors that can have an impact on your business, such as putting the wrong information for a work order on the calendar.

You can greatly eliminate redundancy in your daily operations when you use cloud-based technology and service software designed to boost the efficiency of your staff. Because cloud-based technology automatically syncs information in files across multiple programs for the same client, your staff can always access accurate information. Plus, inputting data once saves significant time.

From your scheduling staff to your field plumbers, it's important to improve workflow if you want to build your business. Service software is a great tool to organize your business, prioritize daily tasks, and manage individual jobs. Contact ServiceBox today to learn more about how service software can benefit your business.

No Surprises & Priced According To Your Needs

Our customers love the affordability and flexibility of our software. ServiceBox is priced to ensure you see a return on your investment. We have pricing options that align with your needs whether you’re a one person service business or manage a large team in the field.