Does this exist?

[hassecure]

Hi All,
I run a security installation business, and as we are growing I'm starting to struggle with keeping excel documents, google calenders etc all upto date.
Is there any software available that I can:
- Keep a record of all my customers (name, address, email, phone etc)
- Keep a record of work completed for each customer (type of installation, service, price etc)
- Set reminders for service calls etc
- Diary that assigns tasks to various people (office workers to make calls, engineers with their jobs)
- Diary available via a smartphone?

Someone had recommended something called HubSpot but it doesn't seem to do what I'm looking for.

Thanks

Simon

 

[dotcomdude]

If you want tasks assigned automatically, you may want to consider a custom solution. You can have it do anything you want then, at any part of the process. You can also start with a very basic system, and add to it as your business continues to grow.

Everything else on your list is fairly easy to find in something likethis

 

[Alan]

Yes they exist.

For a service / installation business the best one probably is Jobber see https://badlywired.com/2017/04/looking-for-a-discount-or-promo-for-jobber/

other apps also exist, but Jobber is pretty good, well worth taking for a free
trial spin.

 

[Ian Sutherland]

Hi Simon,
As dotcomdude mentioned, a custom solution would be a good choice, then you have software that works around your business process rather than the other way round. Why not look at an Access database application as this can be a much lower cost than other options. From personal experience I would recommend getting something simple built first that you can start using and getting benefits from very quickly and then add the more complicated bits as you go along, making improvements as you go. A developer could probably get the customer records part built in a couple of days.
As someone said about electric cars. Don't let Perfection be the enemy of Good.
Good luck with it
Ian

 

[iDigLocal]

What you are talking about is a crm solution. they do exist and some are free.

 

[The Byre]

What you are talking about is a crm solution. they do exist and some are free.

This!

 

[EmC007]

You could do most if not all with Office 365 Business Premium.

 

[Wogan May]

Microsoft launched their Bookings app a while ago. Far as I know it comes free of charge with most Office365 subscriptions. You'll have to Google "Microsoft Bookings" though, I don't have the ability to post URLs yet

It looks like it was tailor-made for service businesses, and it should integrate well with Outlook's Customer Manager (for all the contact info), plus it just uses a basic Outlook calendar in the background, which you can get on your phone via the Outlook app.

 

[Deleted member 315707]

Hi All,
I run a security installation business, and as we are growing I'm starting to struggle with keeping excel documents, google calenders etc all upto date.
Is there any software available that I can:
- Keep a record of all my customers (name, address, email, phone etc)
- Keep a record of work completed for each customer (type of installation, service, price etc)
- Set reminders for service calls etc
- Diary that assigns tasks to various people (office workers to make calls, engineers with their jobs)
- Diary available via a smartphone?

Someone had recommended something called HubSpot but it doesn't seem to do what I'm looking for.

Thanks

Simon

Hi Simon,

The type of software you are looking for is called Job Management. There are a couple of great options I'd suggest looking at in this order (price):

1. Tradify
   
2. Jobber
3. SimPro

Hubspot is more marketing automation software so not suited to this use case..

 

[tradifyhq]

Hi Simon,
Tradify can definitely do all the things you've listed on your post. And it's built for tradespeople and owners/managers of trade businesses.
You can register for one of our free 14 day trials if you want to explore whether Tradify might be the right tool for your needs ( tradifhyhq.com ).

thanks
Tradifyhq

 

[Root 66 Woodshop]

We've just invested in CashforWindows

apparently it's everything we need for our security firm

 

[Paul Norman]

Our software does this.

It is not free, however. It is designed for medium to large businesses.

But, as mentioned above, there are other systems out there that will do most of what you want - including Office 365