Case Study

SHADE SAILS

A shade sail business owner couple were already overwhelmed with work before two back-on-back storms over Christmas inundated their business with a mass of repair and warranty enquiries. Their emails and voicemail messages were overloaded and so was their team. At the time they were also struggling to find staff to join their team.

Our ServiceM8 Certified Partner helped them to enhance the use of the automations in ServiceM8 to manage and triage their enquiries and optimise their scheduling to get through the work as easily and efficiently as possible.

We were able to take advantage of inbuilt route optisation and team navigation to jobs while increasing job communication between field and office team.

No more paper diagrams getting lost or hidden in the depths of a complicated filing system. Diagrams, photos, quotes, emails, texts, calls are all now recorded in one location and easily accessible to admin and field staff on their desktops, mobiles and iPads.

We set up a highly customised online enquiry form which not only triaged jobs and collected all required information up front before it even reached the office, it also educated enquirers so they were better prepared for the initial conversation with the quoting team and significantly reduce the quoting backlog bottleneck.

Now the team is experiencing a lot less stress, the business is making a higher profit and customers are happy with a great customer experience and reduced response time.

Overall, a great outcome for everyone!