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engitech@oceanthemes.net

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NEXTCRM

Customer relationship management databases are an extremely important part of running a business. They help keep track of your contacts, your leads, your customers, your former customers, and any and all other types of clients and potential clients that may contact your business.

CRM is a crucial part of any business, and most people use some form of CRM in their field service business. Whether it’s in an expensive database or written by hand, you likely have some type of CRM system or CRM software.

Imagine if you could replace it with something better

Imagine you can replace it with a system that was not only for customer relationship management, but also directly plugged into scheduling, dispatching, invoicing, and more. A program with numerous features that make CRM easier, such as:

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What does NEXTCRM do?

  • Actively tracks and manages customer information.
  • Connects your entire team from any device.
  • Simplifies repetitive tasks so you can concentrate on Jobs.
  • Delivers instant insights and recommendations.
  • Store notes, communication history, and payment information securely.
  • Schedule job histories, store past jobs, and set up recurring jobs.
  • Manage the list of technicians available to handle any job.
  • Build a list of confirmation calls connected to customers and jobs.
  • Manage jobs through an easy to use job console.
  • Automatically create invoices, route sheets, multiple visit projects and more.
  • Easily search for customers by name, address, and even phone number.
  • Create custom views and reports of certain types of customers.
  • Store notes, communication history, and payment information securely.
  • Schedule job histories, store past jobs, and set up recurring jobs.
  • Set up custom fields with information like birthdays, home size, number of rooms and more.

Imagine the ability to track the status of customer activities, store multiple contacts for each customer, the ability to create multiple service locations and connect them to a single customer, and more. And you can do all that in a way that’s extremely user friendly, with drag and drop functionality.

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Job Management

As someone that runs a field service company, managing your open jobs can be a tremendous hassle. It’s not just scheduling, dispatching, or managing employees and projects. It’s a combination of all of these issues that makes job management such a time consuming task – one fraught with problems and errors.

With job management is a breeze. This software manages everything from customers to schedules to employees and invoicing, making it easy to ensure that all of the jobs are completed on time and that the customer is satisfied with the work.

  • Features of the Job Management System

This type of field service job management software is capable of handling all types of processes that are valuable to running your business. These include:

  • Organize and search by open jobs and work orders.
  • Manage the list of technicians available to handle any job.
  • Flag unassigned work orders and color code jobs.
  • Create complex jobs or projects with multiple phases.
  • Build a list of confirmation calls connected to customers and jobs.
  • Manage jobs through an easy to use job console.
  • Schedule emergency jobs with ease or create an unscheduled jobs queue.
  • Edit or remove jobs as needed.
  • Plan for capacity estimates and issues.
  • View employee availability and account for unavailable employees.
  • Automatically create invoices, route sheets, multiple visit projects and more.

These are only a small sample of the number of features available in the job management software – all combined with other features like CRM and payment processing that ensure that you’re able to manage your entire business all with this simple and easy online service.

Most Important Features

  • Access all key info in a single screen
  • Powerful search & filters
  • Notify your Customers Instantly
  • Review Detailed Reports
  • Support against Contract