Efficiently manage your technicians on the job? Focus on these points
June 2024 - As a manager in a service and installation company, you are responsible for managing the technicians on the job. Naturally, you do everything possible to ensure that this runs as efficiently as possible, but that does not prevent things from going wrong from time to time. In this article, we show you how you can avoid many problems by efficiently organising your customer management, planning and invoicing.
Beheer van klantrelaties
Good preparation is more than half the battle. So never send a technician out on the job unprepared. A little customer history is essential to correctly assess the job, select materials and prepare a correct quotation.
Customer Relationship Management, or ‘crm’ for short, is very important for service and installation companies. In doing so, it is of course crucial that data is updated regularly. The following data are essential for smooth processing:
· customer contact details
· technical data on installation (any special features)
· contract information
· overview of recent orders (possibly illustrated with photo material)
· recent invoices and payment overview
Planning and agenda
To work smoothly, each technician should have their own schedule, preferably digital. This allows you to pass on latest changes without problems. In addition to a clear description of the work to be carried out, the planning also contains the required materials.
Time recording and handling intervention
Correct time recording is necessary for smooth invoicing. After arriving at a customer's premises, the technician starts time recording via an app, after which the counter starts running. Via the digital service note, he can consult and add all kinds of useful information related to the installation in the form of notes and photos. He adds the items used directly to the intervention receipt, which the customer digitally signs off on the spot. The administration can then immediately set to work preparing the invoice and delivering it to the customer.
ERP software for service and installation companies
The secret of every efficient service and installation company? A powerful and versatile software suite that automates time-consuming parts of the process and eases your administrative pressure. It is amazing how much smoother you can work if only you use the right tools.
