By Santiago Alvarado, Founder ·
In short
Operations now takes card and bank payments, bills recurring maintenance plans, and reports revenue, collections and close rate by salesperson and lead source. It also tracks each job's costs and profit against the estimate, and insurance claims from the insurer's estimate to what's still owed.
Getting paid
- Card and bank payments, a card on file with the customer's agreement, and a Stripe account you already have
- Recurring plans for roof care programs and service contracts, billed on a schedule
- Open and overdue invoices, due dates and payment reminders that skip weekends
- Sales tax worked out from the job's location
Knowing your numbers
- Reports on revenue, collections, pipeline and close rate, by salesperson, job type and lead source
- Commissions, a leaderboard and a canvassing map
- Job costing: each job's costs and profit against the estimate
- Claims: the insurer's estimate, depreciation, the mortgage company and what's still owed
Selling and running the job
- Estimates with pages: a cover, product cards, add-ons and terms, ready to present
- Good, better and best quick estimates from the measurements, on a phone
- A price book with recipes, calculated measurements, product photos and supplier price sheet updates
- A customer portal where customers sign in with a code to see their jobs and what to sign or pay
- Safety and close-out forms, agreements, crew visits and two-way sync with your CRM calendars
Questions
- Can contractors take card payments in Operations?
- Yes. Operations takes card and bank payments, can keep a card on file with the customer's agreement, and works with an existing Stripe account.
- Does Operations track job profit?
- Yes. Job costing tracks each job's costs and profit against its estimate.
- Can I bill maintenance plans automatically?
- Yes. Recurring plans bill roof care programs and service contracts on a schedule.