Appointment setting software: Application set-up ideas

Appointment setting software can save you time, money and frustration, whether you are a one person operation or have a staff of 15.

Here are a few different set-ups using this system to give you a smoother running operation as well as allowing you, the manager, the ability to see all activity at a glance.

One person operation

If you are averaging more than 4 calls or bookings a day, then this appointment setting software system should save at least 1/2 hour a day over a manual system. A savings of at least $100.00/month. Keeping track of today's schedule is probably simple enough to do manually. 

This system will save you time:
1 - If you have repeat customers or if a call has to be rescheduled.

2 - If you have to look at history of other work done for the  same call.

3 - Invoicing

4 - Sending reports or photos by fax or email

5 - Sending work to a sub contractor

6 - By allowing your regular clients to enter service calls directly into the system.

7 - By allowing regular clients to look at job status, reports,photos and history without having to call and interrupt you.

 

One person operation set-up

-- You enter in all new work orders

-- Book /Schedule the calls

-- Print all daily work orders

-- Process all completed work orders

-- Generate invoices 

You can also encourage any of your contract companies to enter all of their work orders directly into the system (This saves you time). These companies can also check status of job or look at any old reports without having to chase you (this saves you lots  of time and frustration)  A wireless lap-top computer can allow you to do most of your business anywhere (in your vehicle or at a job site). You can even have a company like "MY FAX" send Faxes to your lap-top so you don't have to run back to the office.
     

This system also allows you to send work to sub-contractors and gives you the ability to monitor their progress at all times.

 

One person operation + part timer booker/scheduler

You could have someone working out of their home or another office assisting you with only booking/scheduling your calls. This can be a part-time situation that frees up time so that you can be out there making the money. You can even have a company like "My Fax" send faxes to your "E Trace" system so your booker can retrieve all your email and faxed work orders on their computer.


-- The booker enters all the new work orders and schedules your calls

-- You print your daily work orders

-- You process all completed work orders

-- You generate invoices

 

You can also encourage any of your contract companies to enter all of their work orders directly into the ETrace appointment setting software system. (this saves you time). These companies can also check the status of job or look at any old reports without having to chase you (this saves you lots of time and frustration). This system also allows the "booker" to send work orders to sub contractors and gives you the ability to monitor their progress at all times.
 

Click here to order the ETrace appointment setting software system now!

Owner/Technician + one or more Techs.

 

A

-- You enter in all the new work orders

-- You schedule all work

-- You give techs all daily work orders

-- You process all completed work orders

-- You generate all invoices

 

B

-- You enter in all the new work orders

-- You schedule all work

-- Each tech. is responsible to log into the ETrace appointment setting software system and print their daily work orders (from your office or from their home computer)

-- You process all completed work orders or your techs. are responsible for processing all  their completed work orders

-- You check all reports before they are sent to your customer

-- You generate invoices

Click here to order ETrace now!

C

-- You assign all work orders to your techs.

-- Your techs. are then responsible to schedule all their assigned calls (from your office or from their home computer)

-- Each tech. is responsible to log into the system and print their daily work orders (from  your office or from their home computer)

-- You or your tech. process all completed work orders

-- You check all reports before they are sent to your customer

-- You generate invoices
 

You can also encourage any of your contract companies to enter all of their work orders directly into the ETrace appointment setting software system. (this saves you time). These companies can also check the status of job or look at any old reports without having to chase you (this saves you lots of time and frustration). This system also allows  you to send work orders to sub contractors and gives you the ability to monitor their progress at all times. 

Click here to order ETrace now!


Office administrator + Manager / Tech. + One or more Techs.

 

A

-- The admin. person enters in all new work orders

-- Admin. schedules the calls

-- Admin prints all daily work orders for the techs      

-- Admin processes all completed work orders

-- Admin checks all reports before they are sent to your customer

-- Admin generates invoices  

Click here to order ETrace now!

B

-- The admin. person enters in all new work orders directly to the ETrace appointment setting software system.     

-- Admin. schedules the calls

-- Each tech. is responsible to log into the system and print their daily work orders ( from your office or from their home computer )

-- Each tech. is responsible for processing all their completed work orders

-- The manager checks all reports before they are sent to the customers

-- The admin. or manager generates invoices

 

C

-- The admin. person enters all new work orders

-- The admin. assigns all work to the techs.

-- Each tech. is then responsible to schedule all their assigned calls (from your office or their home computer)

-- Each tech. is responsible to print their daily work orders

-- Each tech. is responsible for processing all their completed work orders

-- The manager checks all reports before they are sent to the customers

-- The admin. or manager generates invoices 

 

You can also encourage any of your contract companies to enter all of their work orders directly into the ETrace appointment setting software system. (this saves you time). These companies can also check the status of jobs or look at any old reports without having to chase you (this saves you lots of time and frustration). This system also allows the administrator to send work orders to sub contractors and gives you the ability to monitor their progress at all times.

Click here to order the ETrace appointment setting software system now!