When you’re running a business, it’s important to keep track of your customer and job history. As you may know, paper-based methods are the least efficient way to operate a service business. You’ve undoubtedly used a few software and Internet-based tools in the past, like spreadsheets, Google calendar, and so on. What may not be clear is that some of these methods are not connected with each other and are not providing the efficiency your business needs, costing you money and preventing you from developing and taking advantage of new possibilities.

Here are five reasons why it is important to have digital tracking records of your customer history

1. Keep your customer records always digital and accessible:

When a customer calls, you want to be able to quickly locate and see the jobs, estimates, notes, attachments, and invoices in one place. Look at the data for the day, week, month, or year with a few clicks. There’s no need to dig through the drawers of files!

2. Keep online job history:

Have all your job records in one location – office notes, tech notes, and pictures taken at the job site. This will help you bid on future work, give customers an accurate estimate of time and materials, and ensure you’re maximizing revenue for each job. In addition, your techs can look up the information on their phone/tablets without calling the office. This is valuable information for you and your techs on the field, so they don’t have to go back and forward wasting time to have this information.

3. Invoice history, always at your fingertips:

Keep track of which customer was invoiced and what equipment was invoiced instantly. With a digital report, you can see whether the customer has an outstanding balance or completed payment. Having a clear and concise view of this information will make your profit and loss (P&L) statement easier to manage. 

4. Customer history at a click:

Knowing your customer’s purchase history can help you upsell and cross-sell products and services. You’ll be able to quickly see what a customer has bought in the past, which discounts you have applied and make recommendations for future purchases. Additionally, this data can help you identify customer trends.

5. Equipment history everywhere your techs go:

Keep track of work history on every piece of equipment. This is helpful for maintenance and replacement purposes. Your techs can easily reference the repairs, the pieces that have been replaced, and the last maintenance right on their mobile device.

By keeping track of your customer history, you’ll be able to run your business more efficiently and effectively! Avoid transcribing everything into your billing system by doing it manually. Billing transcription errors may result in under- or overbilling, which destroys customer confidence and might lead to the loss of future business that would have been yours.

Whenever you’re ready…here are 3 ways we can help you grow your business:

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