Blogs

Part Two: Field Service Management Software vs Accounting Software

Jun 22, 2018
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This is a two-part article on Field Service Management (FMS) Software and Accounting Software. Read the first part that discusses Accounting Software here. In this article, we continue to discover some business solutions that can be helpful for your skilled trades business. In part 1, we reviewed Accounting Software, its features, strengths, weaknesses and limitations. Now, we will explore Field Service Management (FSM) Software. What is a Field Service Management Software? In simple terms, Field Service Management Software helps business owners manage vehicles and employees who do not work on company property. It is mostly used for service, installation, construction or

Part One: Field Service Management Software vs Accounting Software

Jun 22, 2018
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You have been running your own successful skilled trades business for years. Your processes are simple, you keep your operations small, and you can handle every aspect of the business almost single-handedly. You have procedures and systems in place that make your day-to-day operations run smoothly, as planned. Your hard work is paying off - your business is growing. But lately you have noticed something seems to be different. Your once efficient ways seem to falter and the things that were once running smoothly, don’t seem as smooth anymore. So what is happening to your previously perfect day-to-day operations? Simple: They

3 Ways to Automate your Business

Jun 21, 2018
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Anyone with a small business understands the value of time. Automation is a great way to eliminate time wasted on mundane manual tasks. The software solutions that are available in today's market can aid in automating any repeatable task, giving you more time to manage your business. Dispatching via SMS Manual dispatching usually involves multiple steps using multiple programs (CRM, Excel, Word, Outlook). This can create a very disconnected process, making it difficult to track jobs. Information is often double, or sometimes triple entered, which is not only inefficient but can lead to data entry errors. Implementing a SMS dispatching system

3 Reasons to Automate Your AR

Jun 21, 2018
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Invoicing is a critical part of your business. The process of manually creating invoices from work orders, manually sending payment reminders and tracking payments, is monotonous and time consuming.? Automation can be helpful by not only saving you time, but also reducing errors, and providing consistency. Reduce Errors in data entry Any time data is manually entered or copied, there is a greater risk of error. Depending on what system you are using for your invoicing, data can in some cases be entered 2 or 3 times increasing the likelihood of a mistake or typo. A simple typo can lead to

Part Two: Client Relationship Management Tools Vs. Field Service Management Software: Part Two of a Two-Part Comparison.

May 31, 2018 Author:Rebecca Kent
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This is the 2nd part of a two-part article on Field Service Management (FMS) Software and Customer Relationship Management Systems. To read the 1st part, that discusses CRM, click here. When it comes to CRM systems and Field Service Management software, it could be said that one’s weakness is the other’s strength. As discussed previously, CRM systems are capable of boosting sales thru strong customer service and relations, but a CRM's weak after-sale performance is a great concern. This is where Field Service Management Software (FSM) excels. FSM software is a business management solution that encompasses customer service, job and

Part One: Client Relationship Management Tools Vs. Field Service Management Software: Part One of a Two-Part Comparison

May 30, 2018 Author:Rebecca Kent
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Sales are the driving force behind every skilled trade business. No matter what service you offer, you need steadily increasing sales in order for your business to grow and prosper. With this in mind, you could say that a business’s success lies in the hands of the clients; without clients, there wouldn’t be any sales, and a business would not succeed. This is why companies exert tremendous effort building and maintaining client relations. Satisfying customers’ needs and creating good relationships are a top priority in hopes that it will translate to greater trust, more credibility, loyal clients and most importantly, increased

4 Ways to Manage Technicians

May 30, 2018 Author:Rebecca Kent
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Workplace productivity has been an overly used term in the corporate setting to denote the ability of an organization to accomplish work goals and deliver the desired results. It involves the people working in the company from the management to the assistants, as well as the tools, strategies, and processes to achieve productivity. The more tedious and physical work happens in the operation, where mostly field service workers and technicians are at the forefront. This is true most especially in the field service sector and skilled trade business, where productivity, is of utmost importance. Improving field technicians’ productivity can be

Growing Shortage of Skilled Workers in the Construction Industry

May 29, 2018 Author:Rebecca Kent
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In a 2017 report, the Washington State Auditor found that employers in the skilled trades are having difficulty finding enough workers. According to the Associated General Contractors of America, 70% of construction companies are having difficulty finding workers for their jobs. And the US Department of Education reports that there will be 68% more job openings in infrastructure-related fields than there are people training to fill them. This lack of skilled workers in the trades already has a long history, and it's unlikely to change anytime soon. In fact, the situation is probably going to get worse, as more of the

3 Steps to a Faster Sales Process

Apr 12, 2018 Author:Rebecca Kent
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As a business, your main goal is to turn a profit. In order to do that, you must sell the product or service that you offer. Selling is what keeps your business alive. And the faster you can sell, the better it is for your business. But how do you create a faster turn-around in sales? Process is the key! Not just the ‘having a process’ but figuring out the ‘right process’; the process that is best for YOUR particular business. The right process will help increase the speed of making a sale, which, in turn, will help you reach your

Why Chose the Cloud Over Traditional Boxed Software Solutions

Nov 01, 2017 Author:Kim Barnsdale
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In recent years Software as a Service (SAAS) has exploded into the mainstream. More and more companies are opting to offer their software solutions as a SAAS based model instead of traditional boxed software and licenses. Even big players in the software industry, like Adobe and QuickBooks are making the transition to the cloud. But what are the benefits for the average small to mid-sized business in opting for SAAS? Lower up-front Investment Often the initial licensing fee and set-up expenses for boxed software can be a huge investment, with some CRM software costing in the 10’s of thousands, sometimes even

Save Time Dispatching by Text

Oct 25, 2017 Author:Kim Barnsdale
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We know that most small business owners are still using manual processes to operate and manage their business. Dispatching jobs is no exception. If you're like many small business owners, your process probably goes something like this: Sales/service call comes in and sales or admin staff answer and record the details on a piece of paper. The information is then transferred to some form of digital tool that can help you keep track of your jobs. That might be Saleforce, Accpac, QuickBooks, Sage 300 or even Excel. Once the call data is entered, it needs to be discussed or reviewed by

How a Quotation Tool Can Improve Consistency

Oct 25, 2017 Author:Kim Barnsdale
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Part of the problem with creating quotations is the lack of consistency; Every sales rep does things a little bit differently. It can be a challenge to make sure every rep has the most up to date price list and product knowledge. Automation brings unparalleled consistency to quotation generation, which is important for a number of reasons. Reduces Errors You will see a huge reduction in errors when you switch to automated document generation. Because the majority of the document is produced automatically, there is a smaller likelihood of data entry error. No more out of date pricelists as pricing information

4 Ways a Quotation Tool Can Help Your Business

Oct 25, 2017 Author:Kim Barnsdale
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Creating quotes can be a real headache. They are a monotonous, tedious, time-consuming activity that all sales staff loathe. While there are several great arguments for switching to an automated quotation tool, time is the most relevant. Here are 4 ways a quotation tool will save you time: 1. Automated quotes are faster to produce Your sales staff are too valuable as customer service agents to spend time on manual quotes. Their time is better spent building and nurturing customer relationships than performing mundane data entry. Using a quotation tool means your sales staff have more time to spend selling. 2.

The secret to managing your business without being in the office

Aug 25, 2017 Author:Kim Barnsdale
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As a business owner, oversight and management of your company is your paramount concern. When you're out of the office, relying on email updates and phone calls doesn't provide the perspective needed to effectively manage your business. Access to real time updates, reports, and status is required to make informed decisions. That’s where business management software can help. With mobile versions available, business management software can give you hands on access to your company from home, the cottage or on the road. Realtime Job Status Using cloud based software to track ongoing jobs gives you access to job status reporting from

Privacy Policy

Aug 25, 2017 Author:Kim Barnsdale

This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website. What personal information do we collect from the people

Why Your CRM is NOT Working For You

Aug 25, 2017 Author:Kim Barnsdale
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Your CRM is not helping you manage your business. A CRM helps you keep track of deals and leads but what about everything that comes after? Your CRM is not helping you manage your entire business. Solutions like Salesforce, Zoho and Sugar are all great at helping your sales team manage leads, communicate with clients, and even market to prospects. According to statistics, a CRM can even help you close more sales. That’s great! But what happens after the sale? Nothing, because CRM software is NOT business management software. What Your CRM Software Isn't Doing Obviously, sales are an integral part

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