Managing Your Business On A CRM
We are pleased to announce that our company has been selected to work with Jobber to be an ambassador.
We have been using Jobber for a little over a year now and it has really changed the way we do business. We are more organized with our quoting and we now have a very efficient way to schedule our crews. Our clients also love the software because they are able to approve their quotes directly from their inbox. The days of sticking post-it notes all around your truck are long gone.
Having a CRM (Customer Relationship Management) system in your business is essential. A robust CRM system is the brain of your business. Whether you are a 1 person company doing all the work or have multiple trucks on the road, staying organized is necessary. A CRM is great because everything is in one place. By everything I mean a CRM keeps track of:
1. Client information (Phone, email, address, and specific notes to the job etc.)
2. Client quotes (Details about their previous service appointments – when and what was done)
3. Client invoices
4. Connectivity to Quick books to make accounting easy
5. Keeps track of your payments so you don’t lose track of payments
6. Schedules your crews – so you know where the crews are at all times
And many other features!
Jobber has helped systemize our business, Revive Washing. As we continue to grow and add more crews in our company, Jobber is a great platform to grow on.
If you manage a window cleaning business, or any service based business, we would highly recommend Jobber. And if you are interested, we have a link will get you 20% off your first 6 months! To get the deal, Click Here
We are looking ahead to an exciting few weeks ahead as the phone continues to ring and we continue to serve more customers with our window washing and house washing services!Back to Blog