Managing Service Agreements Is Easier Than Ever With Latest Pointman Software Update

by

The Pointman Team
March 28, 2019
/
2
minutes to read

Get to the Point

  1. Ensure That Agreement Info Is Properly Updated and Maintained — With the update, dispatchers will be better equipped to assign and view agreements.
  1. Techs Can Access Agreement Info While on a Job — See if a job is to perform maintenance against an agreement and whether future dates have been scheduled.
  1. Access Reports Showing Agreement Details — This also makes for even greater opportunities for selling service agreements at properties that do not already have one.


Service agreements are an important source of repeat revenue and new install work for any home services business, and proper management of these agreements is essential. The latest product release from Pointman, an award-winning software-as-a-service (SaaS) company for service contractors, makes managing service agreements easier than ever before.

The update to Pointman’s PACT software significantly impacts a dispatcher’s ability to ensure that agreement info is entered correctly as well as properly updated and maintained.

“Dispatchers will be better equipped to assign and view agreements, see scheduled maintenance dates, track promised maintenance visits and, when necessary, set termination dates for cancelled agreements,” says Pointman Chief Product Officer Steve Raines. “For technicians, the update means quicker access to agreement info — and that makes for a stronger customer experience.”

In addition, since techs using PACT software in the home can now easily see when a current job is to provide maintenance for an agreement, there are even greater opportunities for selling service agreements at properties that do not already have one.

For technicians, the update means quicker access to agreement info — and that makes for a stronger customer experience.

Using reports as a way to determine whether processes are being followed is a key element of PACT, Pointman’s field service management software for contractors in the residential HVAC, electrical and plumbing industries. This latest update to Pointman’s PACT software will provide reports showing what remains to be done for the homeowner under an agreement and whether future work is scheduled.

“All of our PACT updates are about helping our members create world-class experiences for homeowners,” Raines says. “We know how important service agreements are to your business and that’s why we have increased your ability to maintain these in a simple manner.”

Interested in learning how PACT can help you grow your business? The only software that is supported by business coaching, a team of analysts and a community of peers, PACT is an all-in-one solution designed to help you achieve your goals.

Behavior between jobs is another matter. It’s not uncommon for a tech to stop and grab food on the way to a job, or maybe get gas. However, business owners need to keep a close eye on how long these stops stretch. Are we talking five minutes, or 30? If you spot your truck idling at a gas station for half an hour, you’re losing money.

If you spot your truck idling at a gas station for half an hour, you’re losing money.

There is a greater issue here, as well. You set expectations with customers that a tech is going to arrive at a certain time. A tech who spends too long eating or pumping gas may also be arriving late to jobs. We all know the importance of customer expectations — as well as the importance of customer reviews …

So make clear to your techs that you are watching. Just as you set expectations with customers, you also must set expectations with your employees. When you’re using a field service management software like Pointman with advanced timecard management and time-tracking capabilities, it’s easy — every employee gets into the routine of setting their status (dispatched, starting a job, meal break, etc.) whenever it changes throughout the day. As long as you enforce using it consistently, your techs will know they’re always accountable for their activities and whereabouts.

Pass Along these Points
Do you want to see why Pointman is the solution for many of the most successful contractors in the industry today?
Learn MoreLearn MoreLearn MoreLearn MoreLearn More
Do you want to see why Pointman is the solution for many of the most successful contractors in the industry today?
Learn MoreLearn MoreLearn MoreLearn MoreLearn More

There's more where that came from.