ClearPath Solutions protects your privacy. We will ensure your confidentiality.
If you’re in the plumbing or HVAC industry, you already know that IT’s not that easy. IT can be very time-consuming with all the quotes to manage, plumbers to dispatch, customers to please, and endless accounting paperwork.
Without your customers, you wouldn’t be able to do what you do. When you offer a quote for a customer, you must manage that quote and remember what you quoted, as well as whether or not a follow-up was made.
Customer relationship management (CRM) software is a phrase commonly used to describe enterprise software that covers a broad set of applications and software to help businesses manage customer data and interactions, access business information, automate sales, and manage employee/vendor/partner relationships.
Today, CRM software is customizable and scalable, allowing businesses to gain customer insights with a back-end analytical engine, view business opportunities with predictive analytics, personalize customer servers based on customer history and earlier interactions with your business, and effectively streamline operations.
For many years, HVAC and plumbing firms have used vehicle-tracking technology to protect their vehicles from theft while reducing vehicle insurance costs. Recent developments in technology have provided access to a whole host of new applications for the HVAC and plumbing industry, with benefits extending from improvements in customer service to reduced administrative processes.
Modern vehicle tracking technology offers many features that enable HVAC and plumbing companies to introduce positive changes throughout their entire business. With the right software in place, vehicle tracking allows these contractors to make major improvements for a small investment.
In the plumbing and HVAC industries, engineers spend a large part of their day on the road, and managers are required to find a way to oversee and protect their staff from a distance. One of the most important aspects of maintaining a successful plumbing/HVAC firm is developing a reputation for ideal customer service. With tracking technology, companies can easily achieve this by providing key data that allows managers to make sure customers are updated with accurate arrival times and notifications on the status of engineers.
Tracking technology also promotes financial business benefits, with the obvious benefit of reduced fuel costs. The software encourages drivers to plan more cost-efficient routes and detailed journey information, which promotes improved driving practices. With tracking in place, engineers are more likely to self-monitor their driving behavior. This reduces carbon emissions, thus improving the company’s environmental commitment while saving on fuel charges.
Plumbing and HVAC companies must monitor inventories on all equipment, including that used by employees. When tracking this information carefully and correctly, a business owner can invest in equipment while knowing that any missing inventory can easily be tracked to the employee responsible for it.
If inventory reaches a certain threshold, the plumbing company’s inventory management system can be programmed to notify managers, who can reorder that product before the company runs out. This helps to avoid running out of products and committing too much capital in inventory.
Inventory management software, a computer-based system, can track inventory levels, orders, deliveries, and sales. Prior to inventory management software, inventory data was generally stored in hard-copy form or spreadsheets, which isn’t nearly as convenient, or accurate.
Your plumbing, heating and air conditioning company in Central Illinois has unique IT requirements. Don’t trust them to just any IT consulting firm. Our team of professional IT service consultants can help you maximize IT and streamline operations to improve efficiencies. Call Clear Path Solutions, LLC today to learn more about how we help businesses in Morton maximize their IT.