Owners and managers were shown the wide variety of management reporting features that make performance analysis easier. Management reports allow the contractor to achieve company goals, by indicating current trends and anticipating future trends. TMS released "Inter-Call. " as a more efficient way to speed up service calls from new or existing customers via the Web.
With ACOMARC¿, all first time callers are automatically set up in the lead generation file for follow up. This follow up feature allows the contractor to sell more maintenance agreements, indoor air quality checks, or any other services they offer. Some of the contractors, who had already seen the value of this feature, shared with others the extent of their dramatically increased sales. Russ Cox, Comfort Control Inc., said he documented over $15,000 in new income that he would not have been able to produce with his old software packages.
Vice president Ted Biser took owners and managers on a complete tour of the software reporting functions. The management group was able to realize three important components of the reporting functions. These components are: the origin of information for the reports, the type of reports available and the varying uses of these reports.
Bob Oetgen, M & O Corporation, Bridgeport, Conn., discovered that many different formats are available for the reports. The Job Cost Detail Report provides him with current and historical information on all of his installation jobs and is critical to the management of handling multiple tasks like sheet metal, piping, etc. It also helps maintain good billing practices by tracking the percent of completion to the estimate on each job.
Oetgen' s firm also uses the "Dynamic Service System" and he shared a timesaving experience from his service department. Just recently M & O had a service call. The call required that they have knowledge of a specific part installed at a particular site in 1993. Within seconds, they had the vendor and part number necessary to do the repair.
Nathan Tuttle emphasized the importance of tracking the source of a contractor's leads. By tracking leads to their source, contractors know where their advertising dollar is paying off. He also discussed tracking contract leads, installation leads, service estimate leads and future work leads, to make sure that proper follow up results in a sale. The Universal Lead Tracking Report is used to track the "status" of leads and "average amount of time" from when a lead comes in, until it is quoted, proposed, sold or lost/voided. The report also shows the "average sales amount" per salesperson and their percentage of closed, lost, voided, quoted, proposed, etc. leads. Even the "average amount of lost bids" is tracked on this report.
For further information contact Yvonne Tuttle, Team Management Systems, Inc., 800-299-7351 or visit www.teamservice.com. TMS develops and implements industry specific software for hvacr, mechanical and plumbing contractors with e-business integration.