Customer Care System

Benefits

Because it's a Web Based Service

• Access from anywhere
• No Hardware or Software to purchase
• Backup procedures are built-in
• Can have redundant systems at a minimum cost
• No in-house IT requirements
• Secure
• Updates are part of the cost

Because it's a Database

• Anything in the system can be reported
• Anything you want to know about Quotes or Orders is available
• Anything you want to know about Operations is available
• Customer Details and Contacts kept current and available

Hard Copy Products of the system

• Invoices
• Rate Sheets
• Professional Quality Quotes
• Job Setup Request sent to Accounting for a Job Number
• Job Packet sent to crew members

Scheduling of Crews

• Operations can track Employees and Equipment
• Know the Training, Equipment,  Qualifications, Safety Class, and Contact Information of crew members
• 100% Verification of resource allocation
• Constant tracking of Utilization
• Color Coded for easy Identification
• Track vacations, sick time, and other non-work related activities

Benefits for

Sales Manager:

• Access to all quotes
• Track quotes by Account Manager
• Set bid limits which require approval
• Detailed Pivot Tables reports

Operation Manager:

• An Up-to-date Schedule
• Always knows where his people and equipment are
• Has information that affects scheduling
• Has all the information about every job

Accounting:

• Keeps people out of the Accounting System
• Access to the Rate Sheet that was used to quote the job
• Access to the quote that the Customer used to place an Order
• Possibility of having sales fill in the billing information
• Get a "Job Setup Request" that has all the information create an order