Here are a few key benefits which JobStaq can provide for your company.
Using the software, you will be able to access customer, property and gas appliance details. This information can be easily accessed to schedule jobs, create quotes and invoices and complete a range forms, quickly and easily.
As a small business, you will have to comply with many regulations. You need to retain all CP12 documents for two years, comply with GDPR and keep all financial records for six years. JobStaq will help you to manage all of these regulations.
JobStaq has a range of tools and features that will make you stand out from your competitors. Use JobStaq to make your communications look more professional and the scheduling tools to ensure you don't miss appointments. Gaining the trust of new customers will help you win more work and lead to higher levels of referrals.
Create professional-looking, branded service records, landlord safety records, warning notices and many other forms. All forms can be completed in a matter of minutes and can be sent directly to your customers as a PDF.
JobStaq can automate many recurring tasks like sending out annual service reminders to customers or chasing customers for missing invoice payments. The more tasks you can automate, the more time you can spend with your customers.
JobStaq will improve the quality of your communication with customers. The software can automate texts or emails to confirm appointment time or to notify an engineer’s expected arrival time. Keeping your customers more informed will result in higher levels of satisfaction.
Repeating jobs like annual boiler services and landlord gas safety record should be a reliable and steady source of income. However, failure to contact your customers before the work is due may mean you lose this work to one of your rivals.
JobStaq can prevent this from happening by sending automated emails reminding your customers that this work needs doing and asking that they contact you to schedule this work. It can then send follow up emails and text messages if they do not respond. Automatic reminders save you time and mean you do not lose repeating jobs to your rivals.
JobStaq will allow you to create templates for different types of quotations such as a combi-boiler swap, a full central heating installation, a radiator installation or a power flush. You can take time to describe the work in detail and make sure that the words used help to sell your business and provide the customer with the information that they will need to buy your product and service.
When required, all you need to do to issue a quote is to select the required template, make some minor adjustments and press send. Your customer can receive a professionally worded quote, branded for your company in under a minute. A detailed, well-worded quote will come across as more professional and more trustworthy and will result in you winning more work.
JobStaq users have access to all of the most common types of Gas Safe and OFTEC forms and warning notices. These forms branded with your company logo and in your company colours help create a professional image and are quick and easy to complete.
All of the engineer details, customer details and even gas appliance details can be pre-filled using the information in JobStaq. Gas analyser readings can also be imported directly into JobStaq so that the engineer only has to record some visual inspections. Using JobStaq forms are completed in under a minute. They can easily be emailed to your customer as a PDF along with your invoice.
JobStaq allows you to customize the look and feel of your invoices and create various invoice templates for different types of jobs. When you complete a job you can convert your quote to an invoice or quickly modify one of your templates. The invoice can be sent to the customer as a PDF along with payment details and other documents relating to the job.
JobStaq supports a payment gateway, allowing customers to click on a link and pay for their invoice using either a card payment or a bank transfer. Where customers exceed payment terms, JobStaq can issue automated payment reminders of increasing severity to make payment collection quick and easy.
JobStaq supports an inexpensive vehicle tracking solution. The tracker identifies in real-time the location of your engineers on the road. It can also record distances travelled, erratic driving and vehicles speeds. Using the tracking data, you can improve scheduling decisions and also help to identify occasions when the driver broke speed limits or used the van for personal use.
JobStaq can also send an automated text or email to a customer, notifying them that the engineer has departed. The customer can use a link within this message to track the engineer to their home.
JobStaq supports communication to customers by SMS, email and print and post. Everyone is familiar with email communication, but analysis has shown that up to 15% of emails end up in spam or junk folders. JobStaq, therefore, recommends that all priority communications (e.g. invoices, quotes) are sent by email along with an automated SMS to notify the customer of this communication. This prevents quotes or payment reminders not being seen by the customer.
JobStaq also supports print and post functionality. This allows quotes, invoices or forms to be sent to a third party to be printed and posted to a customer address. A letter, invoice and form call be sent for a little more than the cost of a first-class stamp.
The JobStaq customer database integrates with Mailchimp allowing you to send out marketing emails for your business. Whether this is to promote a new product or service, share hints and tips or provide your customers with a special offer during your quiet months, the integration will help you maximize the value of your customer's data.
JobStaq can also integrate into a range of third party accounting packages including QuickBooks and Xero. This saves your accounts team from manually entering your sales invoices in order to create your account. This should reduce the administrative cost of preparing your accounts.
Using job scheduling software such as JobStaq will benefit your company in many ways.