Category: Customer Management

Tips, tricks, and guides to help you with customer management for your service business. Helpful content ranging from customer management tools to best practices.

Increase Revenues

4 Ways to Close Business Faster and Increase Revenues

When you’re looking to increase revenues and close business faster, there are a few things that can really stand in the way. Is this one familiar? Customer: “How much will it cost?” Contractor: ” Ummm…!! ” (eyes down and taking a deep breath) Pricing is the one question that most new, and many experienced, contractors fear...

Planning Time Off

Planning for Time Off from Work

Taking time off from work is never an easy proposition in the service contracting industry, especially if you have to be in a state of all-hands-on-deck – at all times. But, you must also incorporate a healthy work/life balance if you want to promote a positive work environment with more productivity and less burnout. It’s...

Flat-Rate Pricing for Service Contractors

Benefits and Risks of Flat-Rate Pricing

Flat-rate pricing allows you to offer straightforward prices on services independent of the time and supplies needed to complete the job successfully. There can be both benefits and risks for offering flat-rate pricing in the service contracting industry. It helps in terms of providing straightforward pricing to customers who want to know how much they...

Customer Complaint Process

Managing Customer Complaints – Creating a Resolution Process

When you run a service contracting business, you can expect customer complaints. Customers will not be in a good mood when it’s over 100 degrees outside and their air conditioning unit is broken. The same is true if their toilets are flooded or a pipe has burst. While it’s best to work hard to avoid...

HVAC Scheduling Software

Maximize Your Business with HVAC Scheduling Software

For any service contractor, scheduling can make or break your business. But for HVAC businesses, optimizing your team is even more important. Getting to your customers quickly can mean the difference between having a new loyal fan or a disgruntled customer who could harm your business with bad word of mouth. While general scheduling packages exist, HVAC...

What a CRM can do for your business

CRM for Contractors & Service Businesses

For service contractors, it can become extremely time-consuming and difficult to manage all your workflows, inspections, proposals, field technicians, repairs, parts, invoices, customer interactions, payment history, and more. In the technology age, customers have rising expectations. Customers don’t want a field service agent to arrive at the last hour of a four-hour window, and then,...

Handling Customer Complaints

Handling Customer Complaints by Keeping Them From Happening

Receiving rave reviews from your customers as a contractor can be a great way to land new work and more clients. But, what if the opposite comes to light, and you receive customer complaints? Does that make you a bad contractor, or are you just dealing with a difficult customer? Are you up for handling...

quickbooks online vs quickbooks desktop

QuickBooks Online vs Desktop 2018: How They Compare

  So you’re trying to decide between QuickBooks Online and QuickBooks Desktop. How do you know which one makes sense for your business needs? While QuickBooks Desktop has been dominant in the small business accounting space, more than 80% of new QuickBooks users are choosing QuickBooks Online over QuickBooks Desktop. In fact, Intuit, the creators...

customer expectations

5 Ways Contractors Can Exceed Customer Expectations in 2018

Inc.com published a good article by Yoav Vilner on gearing up to exceed customer expectations in 2018. In it, the author makes the point: “… when you exceed expectations you build trust with your customers, which leads to loyalty, repurchasing, and referrals.” This is especially true in the world of contracting. While the article was written for...