Use dashboards for daily summaries on estimated work and what jobs are sitting in the sales pipeline.
Ensure you’re on track to hit your sales goals and identify work types that are excelling or falling behind.
Generate estimate item cost reports to forecast labor, equipment & materials requirements for work that’s been won.
Make better decisions on whether you should be buying or renting equipment.
Generate reports on closing rates to see if sales reps are beating their sales goals.
Break down reporting by divisional sales revenue.
Marketing
Export specific contact information to market discounts and promotions to your customers.
Curious to know if your truck branding or job site signs are working to gain more customers? Using referral reports, you can analyze which marketing channels are working or not.
Tag your customers and leads so that you can analyze your customer base and target marketing to them.
Export specific contact information to market discounts and promotions to your customers.
Curious to know if your truck branding or job site signs are working to gain more customers? Using referral reports, you can analyze which marketing channels are working or not.
Tag your customers and leads so that you can analyze your customer base and target marketing to them.
