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.

Look at Pricing

The start of the year is a great time to look at pricing. Usually, you have an idea of how your company fared the year prior, and you want to ensure you will continue to grow in the months to come. Many of us make New Year’s resolutions with respect to spending or saving in our personal lives, and it’s no different for business owners. Making sure your pricing is in line with where it should be is one of the strongest ways to start the year the right way.

Part of looking at your price book is finding where the issues are, and that can take time. An HVAC company in January is going to be very busy, so it’s a difficult time for a close look. However, a plumbing company might not be as busy. Whenever you tackle this job, your best bet is to look at what your labor rates are. Start there, and let it trickle down across the board. Ask yourself, “Are my labor rates helping my business stay profitable?”

Remember, there are many different services out there and many different groups or communities that you can engage. Never hesitate to say, “Hey, I’m a business owner in Florida. What should my labor rates be?” You can build your price from there. There are also some great billable hour calculators available.

Set Goals

There is no better time of year for looking inward than January. Set your personal goals and company goals for the following 12 months. If you can break those down into departmental goals, even better! Perhaps that means a CSR booking closing rates a little better, or a truck doing 250,000 a year rather than 200,000.

Many companies have found that using an Objectives and Key Results (OKRs) goal-setting system pays off. Looking for a guidebook when it comes to OKRs? Check out Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs by John Doerr. 

One key question is the best way to handle setting goals: Is it smarter for business owners to handle this solo, together with staff, or to delegate completely? 

The best approach is to set goals at the department level. As an owner, you need to take the time to understand what the goals are in each department, and make sure they are in line with your goals for the company. No one likes to set unattainable goals for themselves, so make sure you push your departments to set goals that are lofty, rather than simple ones to feel good about hitting. Entrust your staff to aim higher, and watch how they respond.

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?
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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

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