Category: Customer Management

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 with Contractor

5 Ways to Distinguish Your Contracting Business from Your Competitors

If you are one of the many contractors in your area who are competing for the same type of work, then you know that marketing and promoting your business as well as practicing professional and ethical practices are paramount to its success. Is your business a startup? Then you’ve got a long way to go...

Contractor on the phone

Telephone Etiquette for Contractors in a New World

A little over a year ago, Forbes released a report on JP Morgan Chase’s offer to eliminate voicemail for their estimated 250,000 employees located at 5600+ branches across the country. Who took the offer? Roughly two-thirds of the personnel. Dig a little deeper, and you’ll find that 47% of their workforce is age 35 and younger....

Waiting for phone

Following Up: The Only Way to Close the Deal

“I thought they were going with another contractor.” “I didn’t think they were ready to commit to the job.” “I figured they felt that our rates were too high for them.” “I didn’t feel like it was appropriate to pressure them into the sale.” “They’ll call me when they’re ready for me to start.”  ...

service pricing

Are You Charging The Right Amount For Your Service?

One the biggest dilemmas that business owners face is, “How much do I charge for my service or product?” Even companies that have survived the three-year ‘do or die’ pinch continue to struggle with how to adjust the prices and at what rate. With the advent of what Forbes Magazine dubbed the ‘millennial startup revolution,’ endless...