4 Ways Technology Streamlines Your Business for Maximum Storm Season Profit

Technology plays a key role in maximizing efficiency for contractors.

By AccuLynx.

Following a storm, contractors have a short window of time to take advantage of the opportunity for large volume sales. Servicing more homes in an area can also be limited to staffing challenges and the contract process.

It’s important to streamline that process and make sure that your field reps knocking on doors are in sync with your office staff creating the contracts.  Miscommunication, disorganization and the length of time between each step in the sales process can cost customers and lose money. Here are four ways to help improves processes:

1. Templates with data automation Setting up digital templates of your estimate and contract documents ensures that sales reps are creating consistent proposals that contain the information needed by your office staff for accurate contracts.Consider automating those documents to pre-fill the customer information from your CRM or job files can save even more time.
2. Use eSignatures eSignatures are backed by legally binding parameters and are as legitimate as pen and paper. Using eSignatures makes it easy to deliver the documents to customers quickly via email, after they have signed directly on your mobile device.
3. Get rid of excuses When your data and documents are stored digitally in your CRM, you eliminate the excuses such as “I couldn’t find the paperwork” or “I didn’t see the email.” With a dashboard and notification system in place, everyone can clearly see every job’s status and stage.
4. Eliminate file storage and archives Storing your records in the cloud makes it easy to manage and organize each customer’s information, orders and schedule. No more bulky file cabinets needed.

Note: this blog first appeared on AccuLynx’s blog and the original article can be accessed here.

About Acculynx AccuLynx is the Exterior Contracting & Specialty Trade industry's #1 business management software. We are designed to help contractors see their business more clearly and communicate better. With material supplier and measurement integrations, Quickbooks and SmartDocs, AccuLynx is the one tool to connect your entire company. Learn more at www.acculynx.com.