Hey folks, we’re at the point where I imagine a lot of you are or were at one time where we’ve completely outgrown the systems we started out with. I’m almost embarrassed to say our customer database and accounting is still in excel, our invoicing is done manually with a Word template, and every single phone call and email the business receives is still blowing up my cell phone all day long (and nights, weekends, and holidays!) These systems were dirt cheap and that’s how I started- bare bones. But now it’s time to get efficient and streamline things.
We’re looking at implementing SmartService or another software program. Smart Service seems to be kind of the biggest and best program out there- looks awesome but comes with a hefty price tag. I’ve also looked a little bit at a program called RazorSync. Wondering if anyone’s heard of this or tried it. Seems pretty similar to SS but is a cloud-based subscription per user type of model.
I know a lot of guys are using The Customer Factor too- this seems to be a little less robust than what I’m looking for but would like to hear comparisons. Any other software suggestions??
We’d like a program that integrates seamlessly w/ quickbooks and can quickly auto populate work orders, invoices, etc. We’d ultimately like to equip each 2-man crew with an Ipad or similar device where they can see their work orders for the day, get google maps/gps to the jobs, and then automatically convert the work order to an invoice at the end of the job, take payment, and get customers’ email to send them a copy- totally paperless, plus a nice way of collecting emails for future marketing:D
Ok, way too long winded, I’ll shut up–any good experiences out there?
