Key Things Service Scheduling Software Shouldn’t Miss

After struggling with inefficiencies and paperwork for years, and researching for an ideal tool, you should decide to purchase a service scheduling software. This is one important decision you may have to make that will assist your service company to grow and become better in business.

However, do you know the bases a service scheduling software must have? Before spending your money, there are key things you need to make sure the service tool has. These include:

Customer Relationship Management

A scheduling system cannot be ideal if it lacks customer relationship management (CRM). You require a program that keeps track of all the interactions your techs have with clients. Things like special needs and history or comments from customers or their properties are important. They may include general knowledge like email addresses and phone numbers, which are important things your team must have when a client calls for an appointment. …