Scheduling, estimates, invoices, and customer history all need a home. A notebook works for a few weeks. After that, jobs start falling through the cracks.
What to look for
- Scheduling and dispatch that works from a phone in the truck.
- Estimates and invoices you can send on the spot.
- Customer and job history in one place.
- Online booking and payment options.
- Room to grow: more techs, more trucks, and the reporting you will want later.
Do not over-buy
You do not need the most expensive platform on day one. You need one you will not have to rip out in two years. Moving customers, history, and habits to a new system later costs far more than choosing carefully now.
Next step: Step 5: Know Your Numbers
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