Make Live Changes On Your Customer’s Quote In the competitive world of Pressure Washing, customers want their quote, and they want it now! Maybe a client decides they want to add additional services after seeing the initial quote, or perhaps there’s been a price adjustment on one of your offerings. Traditionally, making changes to a […]
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Brand Your Proposals With Bid Media What is Bid Media? Bid Media is an innovative feature that allows you to attach images that appear as Tabs at the bottom of your proposals. These attachments can be customized to meet the specific needs of each customer or consistently included in every proposal you send. A Few
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Keep Track Of Appointments & Scheduling Changes All In One Place Instant Access to Bid DetailsThe Visit Card clearly presents the time and date of your scheduled bid. No more scrambling through emails or notes to find when your next appointment is set. Everything you need is right at your fingertips. Easy ReschedulingLife happens,
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Specifications—often referred to as “specs”—are a set of questions or criteria that you ask your customers to answer. These questions help define the scope of the project and are directly tied to the pricing structure. Here’s how it works…
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Why Private Bid Notes Are Essential for Service Proposal Management When managing home service bids, having the ability to include private notes can be a game-changer. These notes, visible only to your team, help streamline operations and ensure that every job runs smoothly. Here’s why you’d want to take advantage of this feature: Access Instructions:
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Centralize Communication with a Text Hub in Your Sales Tool Staying on top of customer communication is essential. With a text hub integrated into your sales tool, you can monitor existing automated texts and send manual responses—all from one place. This centralized approach offers several key benefits: Efficiency: No more switching between platforms. Manage all
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Building Strong Customer Relationships with Automated Follow-Ups Keeping in touch with your customers is key to building lasting relationships, and automated follow-ups make this easy and efficient. Whether you’re reaching out to new leads, reminding clients of upcoming appointments, or ensuring satisfaction after a job is completed, timely follow-ups are crucial. When to Follow Up:
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Boost Your Bids with Visual Proposals How Service Notes and Images Close More Deals In the world of service-based businesses, providing a competitive bid is about more than just price. It’s about demonstrating value, understanding customer needs, and offering solutions that resonate. That’s where Service Notes and Images, comes into play. This feature is designed
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Why Scheduling Intelligence is a Home Service Super Power In today’s fast-paced world, schedule optimization can make the difference between a smoothly running operation and a chaotic one. This is where CrewCal steps in, offering a solution that integrates with your CRM to optimize your calendar and scheduling process. Here’s how CrewCal can transform your
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Optimize your gutter cleaning business with the right software from ‘Transform Your Gutter Cleaning Business with the Right Software’.
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