In the last blog, we discussed the problem with service tickets. All too often they can be sloppy, and the information they convey is often insufficient both for office and customer use. Worst of all, they can potentially be booby-traps which cause your customer to become very upset. We finished that blog with a discussion about a solution called Call Smart, a revolutionary point of sale, mobile system from Callahan Roach Business Solutions. We also finished that blog by asking you to look through your service tickets. Did you identify any of the problems that we talked about? I’ll bet a number of you did, so let’s begin to look at the flexibility of the Call Smart program.
Call Smart is an electronic program that runs on both Droid and iPad. It features a unique and secure logon for each tech, and can be customized with your graphics and information. Once a tech logs on to the system, they are positioned to capture the customer’s complete information – and it only has to be entered once. In the event you have integrated with a service dispatch software or QuickBooks, you can look up the customers information from there. Once this information is in front of the technician, they select the correct call type, the diagnostic fee and any discounts or taxes which may apply. From there they press the start call button.
It is important to note that Call Smart is extremely customizable. From any web portal you can change parameters ranging from call types to diagnostic fees and discounts. You can also input your own customized service agreement program, as well as marketing brochures and videos.
In the next blog we will walk through a typical service call using Call Smart. Following this blog, you will likely begin to wonder how you ever made it using paper forms!