Charge a credit card.
Peter Gibbons called to pay his most recent invoice by credit card. After charging his card you remind him that he can save time in the future by visiting your website and paying online via the Client Portal.
Send past-due invoice reminders.
One of your To Do's for the day was to send out past-due invoices. You finish this in less than 5 minutes by using the Email Blast and Document Template features.
Bid a job.
Late last night a prospect, Tom Smykowski, filled out the estimate request form on your website. You were automatically notified this morning with an alert and To Do.
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Measure a property.
Fortunately, Tom's estimate doesn’t require an onsite visit. You use the Online Measurement tool to measure the house footprint, turf, and gross lot square footage.
Email an estimate.
Service Autopilot uses the measurements to quickly determine rates for several potential services Tom is interested in. You email him the estimate.
Work on your business.
Now, it's time for the best part of your day. You get to work on your business instead of working in your business. You start by reviewing your Dashboard and Key Reports to ensure that you are hitting all of your growth and financial goals.
Are you ready to build an unusually profitable company? Our team is here to help you get up and running fast.
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