HOUSEKEEPING SERVICES CONTRACT MANAGEMENT

Does your biggest challenge lie in scheduling field technicians to take up housekeeping services on a given date and time? Are you running out of time every single day but have no idea where the time flew?!

This is the perfect time for you to switch to automation with a seamless and easy-to-use cloud-based field service management (FSM) software like FieldPLANR. Welcome paperless workflow that will change the direction of your business. Field mobile app for flexibility of usage from onsite.

Quote Management for Housekeeping Services

Quoting for housekeeping services can be challenging given the variety of clients and thus, demands that you may have received. Modern FSM software lets you create services with pricing and also include taxing. Create separate inventory items with pricing (and tax if applicable). The quote management module automatically calculates quotes using the services assigned for that contract and inventory (with quantity) required to complete those services. Quote estimates are as accurate as they can get. Preview and share any quote with client in a readable PDF format. Client can approve this quote online while you can then progress it to a job in just a single click.

One-time & Recursive Contract Management

Whether a contract can be completed in one visit or needs multiple visits to complete services, housekeeping management software can manage it all! Efficiently create, plan and carry out visits for both one-time and recursive jobs with the contract management module. Create invoices with full payment or many partial payments to receive from your customer. The solution provides your clients multiple payment modes so it’s not only easy for you to generate invoices, but flexible for your customer to pay too!

Scheduler for Housekeeping Services

The scheduler module helps you schedule services based on technician availability that is displayed on the real-time calendar. The calendar can be viewed in four ways – day view, week view, month view and team view so you can see schedules as per your preference. Drag & drop visits to schedule, reschedule, assign technician, reassign to another technician or even cancel visits. This feature can easily takes care of urgent requirements so your customer is always happy.

Field Mobile App for the Technician

Let your field technician connect with you from onsite and without numerous phone calls! The field mobile app is ideal for technicians who provide housekeeping services. From the app, they can click and update images and also add notes that automatically sync with the centralized system. This information is available to access form the web application for you to monitor your staff’s performance. Stop clock feature allows you to keep track of the time taken by the field technician to complete the housekeeping service.

Try the FSM software for yourself and customize it to use it the way you want. Request for a free trial here.