Anyone with a small business understands the value of time. Automation is a great way to eliminate time wasted on mundane manual tasks. The software solutions that are available in today's market can aid in automating any repeatable task, giving you more time to manage your business.
Dispatching via SMS
Manual dispatching usually involves multiple steps using multiple programs (CRM, Excel, Word, Outlook). This can create a very disconnected process, making it difficult to track jobs. Information is often double, or sometimes triple entered, which is not only inefficient but can lead to data entry errors. Implementing a SMS dispatching system will eliminate repetitive data entry, improving efficiency and reducing errors. The 2-way messaging system will allow technicians to provide updates from the field directly to the system providing real-time status updates.
Automated document generation is a tremendous time saver. Quotes and work orders based on existing word templates, can be created with one click. Rules can be created to automatically attach related brochures or paper work without having to look for files. By creating quotes and work orders through one shared system, there is a greater consistency in the format and messaging being sent to clients.
Automated Billing & Payment Reminders
Switching your AR to an automated AR system will expedite the billing and payment reminder process. Invoices can be created automatically, directly from work orders with no data re-entry, resulting in fewer errors. Tedious follow-ups will now be done automatically, freeing up time for employees to spend on other tasks.
Hands down, the most valuable benefit of automating your business is more time. We all know the adage ‘time is money’ and nowhere is it more true than in the small business environment. Saving time and improving efficiency are the ongoing mission of any business owner looking to scale and grow their business. Automation is an effective method to help you reach your goals.
SnapSuite is a Toronto based software company that helps businesses in the B2B industrial and skilled trade industries increase their operational efficiency using simple to use software tools.Call us at 647-494-8011 to learn more about how we can help your business.
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SnapSuite helps you gradually migrate
from a manual process to an automated
system, helping you save time and money.