When a prospect calls in, immediately create a new project and add their information to the system. Then search for Google Earth or NeapMap Satellite imagery and upload a few shots as well. Remember, preparation is key to success.
The key to creating a good ``As-Built`` is having a clear, updated imagery to drop your icons onto. Remember, you can utilize ANY jpeg image inside our program. Screenshots of CAD drawings, Drone images, Satellite photos or even hand drawn Sketches. Simply which which ever image(s) that you can clearly indicate the fixture & wiring placement.
This process is literally as simple as dragging & dropping CAD style icons on top of your image. Use it as chance to engage with your client and build the dream WITH them.
Our quick & easy wiring diagram isn't necessarily a feature that needs to be shared with the propspect, but it's KEY if you want simple troubleshooting during future service calls. Of course we'll go ahead and scrap it when Xray glasses are invented...
Your software automatically tracks all the fixtures you place, creating a real-time custom project estimate that you can adjust at any moment. Share with the client and CLOSE them while ON SITE. Don't email this over & create an easy way for them to shop you all over town.
Let ServiceminderCRM pickup where Lighting BOSS leaves off. Polished proposals, automated communications, KPIs & meaningful analytics. Lighting BOSS is proud to partner & integrate with this amazing tool. For more information visit: Serviceminder.io