5 Signs Your Business Could Benefit from Field Management Software

5 Signs Your Business Could Benefit from Field Management Software

Franchise operations management is no easy task, which is why field management software is in such high demand in all corners of the service industry.

If you’ve ever considered investing in software of your own, but aren’t quite sure if it’s right for your business, today’s post is for you. Read on to learn 5 signs that suggest your business could benefit from field management software, and to find out how to book a free consultation with our team.

  1. Your business isn’t up-selling or reselling like it should. As any service-based franchise owner will tell you, return business is best! Successfully selling to return customers is a ringing endorsement for your service that produces a bigger bottom line without eating into your marketing budget.

    But what if your franchise is leaving money on the table by failing to secure return business?

    For many franchise owners, this issue starts and ends with organization and automation. Rather than tracking customer info with a series of spreadsheets – or worse, a shoebox full of receipts and loose papers – franchise operations management software lays out all relevant customer data in a secure file that can be accessed and edited anywhere, anytime. Moreover, FranchiseSoft allows you to automate resales with comprehensive-yet-intuitive scheduling tools.

  2. Your new leads are slipping through the cracks. Most franchise systems place a primacy on marketing and brand recognition, but the leads these efforts generate mean nothing if they’re not properly managed. Too often, service-based franchise owners allow leads to go un-contacted, or hinge clients relationships on a single voicemail.

    FranchiseSoft ensures that your company makes the most of every single lead. We offer a comprehensive dashboard to track leads, easily import details from any device, analyze referral sources, and initiate follow-ups. Furthermore, our mobile app helps to identify reasons why previous leads may have been unsuccessful, even on the go.

  3. You’re losing time with inefficient field inspections. Cumbersome, time-consuming inspections drain valuable resources that could be directed to the growth of your business. FranchiseSoft’s cloud-based, mobile-ready solution allows you to smooth the transition from inspection to scheduling. Use it to secure remote sign-offs, assign jobs in real-time with an interactive calendar, and view reports on client satisfaction to learn where you can fine-tune your inspection process.
  4. You’re out of touch with the daily pulse of your franchise. Service-based franchise owners often like to get involved on the front lines of their business, but that isn’t a good excuse to ignore backend numbers. There are hundreds of performance metrics available to you, and reviewing them can yield valuable insights that inform your marketing, customer service process, and overall franchise development. You can learn about the helpful metrics that FranchiseSoft puts at your fingertips via user-friendly reporting at http://franchisesoft.com/franchise-solutions/franchise-performance/
  5. Your operational system needs some polish. Buying a service-based franchise means getting access to the brand’s operational processes, but that doesn’t mean these processes can’t evolve. If you’ve noticed some efficiency issues, but aren’t sure how to resolve them, FranchiseSoft might be the perfect solution. Whether you need to trim some time off of the invoicing process, or want a better system for tracking your technicians’ availability and performance, we can help!

If you’re ready to learn more about how our software can assist with your franchise’s operations management, visit http://www.franchisesoft.com to schedule a consultation with one of our representatives.

How-to: Streamline HVAC Franchise Operations with Cloud Services

How-to: Streamline HVAC Franchise Operations with Cloud Services

In the Internet Era, mobility is one of the keys to keeping your HVAC franchise relevant. More than ever, homeowners in need of HVAC services are researching and scheduling appointments on-the-go using mobile devices, and it only makes sense that franchise owners should take advantage of these same time-saving technologies.

Today, nearly three-quarters of all businesses operating in the United States and Canada have some incorporated cloud technology as a means of improving their scheduling, invoicing, and business management processes. This post outlines exactly how that’s possible, foregrounding the benefits of going mobile on the cloud, then explaining how your HVAC franchise can access these benefits today.

Streamline HVAC Franchise Services on the Cloud

  • Convert customers from anywhere. FranchiseSoft field management software uses cloud technology and a comprehensive dashboard to help you keep track of leads, document all correspondence for easy reference, and communicate instantly with your clients via text or email on your smartphone or tablet. This means you can monitor prospects, complete consultations, and convert new business whether you’re suited up at the office, lounging around the house, or halfway through dinner at a restaurant.
  • Empower your technicians with one-click access to reference material. Sometimes technicians needs to refer to important notes, client requests, and scheduling details for a job well-done. Rather than relying on memory, they can turn to their smartphone and find whatever is required with a single click, which means fewer mistakes, improved productivity, and greater customer satisfaction.
  • Update clients about general promotions or specific job details. FranchiseSoft’s cloud-based communication tools allow HVAC franchise owners to reach out to all, some, or individuals leads with a simple series of clicks. Whether you need to contact a client to update them on the status of a scheduled appointment, or send a customer base-wide promotional blast, our field management software makes it easy.
  • Trim the fat off of your invoice process. Our field management software enhances the sales process from end-to-end, but invoicing is especially easy. Field technicians can tap into our cloud-based mobile app to invoice clients on-site, or have the franchise owner collect payment online at a later date. Best of all, our software is fully integrated with QuickBooks to take the stress out of your recordkeeping.
  • Scale up operations easily, and at no extra cost. HVAC franchises are growing. In fact, a US Department of Labor report recently projected a 34% growth in this sector between 2010 and 2020. With this in mind, HVAC franchise owners need to implement software that makes expansion easy.Purchasing a traditional software license typically only supports a predetermined number of users. This allows software developers to charge more money as your company scales up in size, but the tiered pricing may force you to purchase more licenses than are required for your expansion. On the other hand, our cloud-based field service management software can easily be scaled to accommodate your franchise’s growth. Moreover, you can save money on the upgrade; unlike traditional on-premise software, our cloud solution lets you specify exactly how many use licenses you need, eliminating wastage.

Getting Your “Head in the Cloud” – Go Mobile with your HVAC Franchise for FREE

FranchiseSoft is currently offering free software demonstrations for all interested HVAC franchise owners. If you want to learn more about what our cloud-based technology can do for you, visit http://franchisesoft.com/franchise-solutions/field-service-management/ to learn more

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