Installation Management

 

OVERVIEW

The dashboard allows an overview of your orders within the workflow process

INSTALL SUMMARY

The Installation Summary shows how busy each installer is by displaying the number of jobs and estimated time to install. Standard times are assigned to base products and to options for those products.

REVIEW AND EDIT YOUR INSTALLERS RUNS

Each install can be reviewed. Check it’s confirmed with the customer, how long it will take to install or measure, what is the balance owing and much more.

INSTALLER PAYIN

When the installer returns, the outcome of each install is updated whether it be completed, rebooked or reworked. Any money can be collected and receipted. Fitting can be automatically calculated and additional charges for extra on-site work can be recorded at pay in for later payment to the installers.

GIVE THE INSTALLER AN OVERVIEW OF THEIR RUN

Worksheets are used as a run “coversheet” giving the installer an over for of their runs. Outstanding balances, number of installs/check measures, customer contact details and much more. Installers can use this sheet to payin to the office

SCANNING

Scan orders using the barcodes updating the dispatch status and scheduled dates.

Leads

Keep a track of every prospect your business is dealing with from call to sale. Measure your success both sources of leads and lead conversions.

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Quoting

Manage the way your consultants handle quotes and follow ups. Ensuring quality control and high conversion rates.

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Job Tracking

Manage your entire workflow from supplier orders to tracking the production process and even confirming receipt of the delivery.

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Installation Management

Manage your installation appointments, keep track of team members, and assign new jobs quickly and easily.

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CRM

Have confidence in your customer data, deliver better customer service with a more systemised approach to CRM.

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Accounts Receivable

Improve business efficiency by running your accounting systems in the same place as your CRM and your marketing platform.

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BUZ 2 BUZ

Automatic updates save you countless hours when your suppliers increase or decrease their rates or have new options available.

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BUZ to Xero

Automatically add your BUZ customers, invoices and receipts to Xero keeping your data up to date regardless of the system.

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Complete software package for made to measure products