Streamlining Management of Your Plumbing Business

Streamlining Management of Your Plumbing Business

You probably think you know everything there is to know about streamlining your business. Well, we have a few tips you may have missed regarding field service business management.

  • Customer Website Portal. Having a website is a wonderful way to connect with your customers and make your expertise known in your particular field. A customer website portal is beneficial, too, because it allows customers to select a service date, detail their maintenance needs, and pick a convenient time to schedule service. They can do it at their leisure 24/7, 365 days a year. It means you won’t have to take time from your plumbing duties in the field to answer questions about their service issues. You can confirm the service call after you take  care of the day’s plumbing business. It saves you money because you won’t have to hire office staff to man the phones.
  • Central Hub for Management. When your business has grown to the point that you are ready to branch out into paid services to help manage the business, you will want to research customer relations management (CRM) software to find the one that best suits your plumbing business. If you venture into cloud services, you can access your information from anywhere you have an internet connection. The customer information flowing in from the customer portal you created will flow directly into your CRM software. You can also automate certain processes like job dispatching to employees, job approvals, and workflow. Most CRM software also seamlessly tracks all of your business transactions so you can measure, store, and analyze the data you collect.
  • Document Management. Of course, all of these business transactions generate invoices, work orders, estimates, and so on. You will need a system to help you manage your documents. One example is Google Apps for Business which you access directly from the web. Google Apps comes with GMail, contains document storage through Google Docs, makes scheduling meetings with customers or employees easy with Google calendar, and keeps you apprised of activities of employees in the field through simple intranet sites that you create and that are visible to you and your employees.
  • Streamline the Money. As a plumber, your business is sensitive to cash flow. You need to know exactly how much money you have at any given time. What you need is for your cash flow transactions and your CRM software to talk to each other. You can connect your bank accounts, too, so that your CRM records all transactions for tracking and analysis. When you finish a job, use a credit card reader on your mobile device to swipe the customer’s card into your system. It keeps money matters simple for the customer and you get paid immediately when you complete the work. You can also streamline your payroll transactions by automatically paying your employees via direct deposit. Employees appreciate it and the service saves you time on payroll chores and money because you don’t need to hire someone to do payroll.

If you have any questions regarding streamlining your plumbing business, or anything else, please contact us. We look forward to helping you make your business more profitable.

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