Challenge
The company tried third-party CRM and scheduling solutions, but grew frustrated paying for features they didn't use and couldn't figure out. They fell back on legacy software that was limited in functionality, difficult to use, and lacking in necessary security features.
Solution
CR Software Solutions developed a custom, cloud-based ERP platform that centralized customer management, field technician mangement, job scheduling, inventory tracking, billing, and reporting. Technicians can access the platform in the field, update work orders, receive client signatures, and more.
Custom CRM & Job Management: A fully customized CRM module that aligns with the client's unique workflow, allowing for quick job creation, editing, and tracking in one central hub.
Mobile-Friendly Field Technician Platform: Technicians can access and update jobs on their phones or tablets, attach photos or documents, track materials and costs, and capture client sign-offs in real time.
QuickBooks Integration: Automated invoice generation pushes job and billing data directly into QuickBooks, minimizing errors and eliminating double entry.
Automated Workflows: Processes like work order creation, service call management, and customer management are largely automated, cutting down on repetitive tasks and administrative overhead.
The Results
Faster Scheduling & Job Tracking: Automation and centralized data reduced scheduling conflicts and technician downtime, while improving on-time service rates.
Improved Field Efficiency: Mobile access allowed technicians to update jobs in real time, capture sign-offs on the spot, and add attachments without returning to the office.
Streamlined Billing: Integration with QuickBooks and automated workflows sped up invoice creation, leading to faster payments and better cash flow.
Greater Overall Productivity: By removing manual processes and unifying data, the company's administrative workload dropped, leaving more time to focus on servicing clients and growing the business.
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