Demo Notes

Question 1

Notifications Basics & why they are important

Answer 1

Auto notifications are important for companies to help notify techs of jobs, remind clients of upcoming jobs, users receive calls

Question 2

Auto Notifications value

Answer 2

More productivity & fewer cancellations since you remind customers

(Good to ask prospects about how often jobs are cancelled & why)

Question 3

Common notification use cases

Answer 3

1. Notifying business owner when they miss a call to call back by ad source (could be a sales opportunity that they are missing)
2. Reminding a tech of an upcoming appointment (might not be looking at calendar on a job)
3. Notifying customer of upcoming appointment so they can remember to be at their house

Question 4

Auto Leads

Answer 4

Great way to automate incoming leads from external sources like Yelp

Question 5

Use Cases Metro Area

Answer 5

Assigning specific techs to certain areas without having to scroll through a ton of techs

Making sure techs don’t have to drive way out of their way

Question 6

Custom Fields Settings & Use Cases

Answer 6

Giving the business owner the ability to collect more information about jobs

Example: an HVAC repair person might want to know the model so they can see if they have the parts before going to the job

Question 7

Field Validation Settings & Use Case

Answer 7

Setting certain fields in a ob as mandatory or optional

Example: a junk removal will want to know address & description of the junk so they know what type of truck size to bring

Question 8

Commission Use Cases

Answer 8

1. Set rates by hours (night shift might want to earn more commission)
2. Set a bonus for jobs over a certain amount (upselling for techs)

Question 9

Custom Documents Use Cases

Answer 9

1. Service Agreements
2. Waiver Agreements
3. Site Checklists
4. Inspection Reports

Question 10

Online Booking Use Cases

Answer 10

Lets you set up jobs & track by channel

Use Case: If something is set up for their website, yelp, etc. see the reports by channel in the Job statistics report

Question 11

Inventory Management & Use Cases

Answer 11

Giving the business the ability manage inventory

Examples:

Appliance repair parts in trucks can help dispatch know which tech to dispatch to a job so they don’t have to make multiple trips

Not having proper inventory management will waste time. A technician might not have a certain item when they go to a site and it could waste their time, gas money, customers time, etc. if they need to go back to the warehouse to get it

Helps with lost & missing stock as well

Question 12

Parent Client Use Cases

Answer 12

Good for property managers & vacation rentals to connect properties to main customer

Question 13

Call Tracking - what is it

Answer 13

ability to track calls & get marketing data on the calls

Other systems can give you data on where the calls are coming from, but they don’t know how much $ comes from each source

Question 14

Call Tracking - how to use

Answer 14

Attach different numbers to different ad sources

Question 15

Call Masking About

Answer 15

Patented feature

Call masking allows monitoring and tracking all calls made between the clients/technicians

The owner can see how many times the tech called customer, listening to the call, length

Can also hide the technician number from the client - so the client doesn’t call the technician directly (think a few weeks later the customer calls technician and refers a client but instead goes to main number)

Smart tech callback - as long as job is open, the technician gets the call