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.

Handling No-Shows and Cancellations

Creating Policies for No-Shows and Cancellations

No-shows. Last-minute cancellations. Blow-offs. Whether you’re an electrical contractor, a roofer, a handyman, or an HVAC specialist, everyone’s been there and it hurts. That’s time you’re not getting back. Not to mention the hard work of winning the sale potentially gone. That’s why you need a killer no-show strategy, solid contractor or electrical software to...

4 Data Points that Reveal Contracting Business Red Flags

Guest Post By Dustin Stelzer, Electrician U It’s easy to get caught in the daily grind and overlook the small details of what makes a contracting business successful. While some of these small details are less harmful than others, by paying attention to a few key data points you may save yourself from going down...

customer expectations

5 Ways Contractors Can Exceed Customer Expectations in 2019

Last year, Inc.com published a great 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. We’ve pulled the best...

Hiring a Virtual Assistant

What to Look for When Hiring a Virtual Assistant

*** Note: This is a guest post from Pink Callers, an administrative support solution that assigns remote office staff to field service businesses working on FieldPulse***   Hiring a Virtual Assistant (VA) is very similar to hiring a traditional employee. Even though they work remotely, a VA is someone that becomes part of your team...

Service Call Scheduling Nirvana

8 Steps to Service Call Scheduling Nirvana

Understanding how to streamline service call scheduling for your clients and prospects is essential in the service contracting industry. To keep your doors open, it is critical to manage your appointments efficiently while maintaining a steady flow. In this business, time can become currency. The longer your clients have to wait on a service call,...

Why Every Contractor Needs e-Signatures

Why Every Contractor Needs to Use E-Signatures

Out of all of the reasons to go paperless – essential customer documents are probably near the top of that list. This is especially true of invoices, contracts, or anything requiring a signature. Document upkeep is necessary for the contractor on-the-go who tosses their clipboard in the back of their van, running the risk of...

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...