Automate Job Scheduling & Calendar Event Management
Scheduling jobs and managing customers in today's growing companies are relying on pre-integrated SaaS solutions that are Cloud-based so that data is shared in real-time.?
This approach has many features and benefits that are an untapped resource for both small businesses and large enterprises alike.
The possibilities are great to improve productivity by automating your scheduling processes. It helps increase customer and employee satisfaction by automating routing data entry which leads to error and frustration.
Now is the time to update your systems to take advantage of all that the web has to offer you. It is not difficult, nor expensive if you start with the right plan and execute it accordingly, with the right vendors.
We explore some of the features and benefits of automating the job scheduling processes below.
Reduce errors by reducing the amount of data entry, and data re-entry, and manually updating and sending out job schedules, tasks, appointments, etc.
Eliminate the need to update data manually with an integrated system.?
Customize the workflow to fit your exact process, and get help in setup and training.
Event management and Scheduling solutions are integrated into your calendar, Gmail or Outlook, Quickbooks, Email, Text, Project Management, CRM, and Back-office solutions.
Schedule jobs faster, online, and using self-service web forms from your website.
Manage the entire customer lifecycle, with many processes and o several different systems.
Booking appointments takes seconds and is self-service from your website or from email or online calendar.?
Book appointments from your website using a calendar user interface. Book a time and email and text alerts can be sent confirming the appointment, and share with other invitees and employees, workers, etc.?
If the time changes or the appointment is canceled, all parties get updated with the cancellation.
Automated invites to Zoom meetings can be included in the calendar appointment, for any events.
Track subscriptions, tickets, responses, and confirmations, against limits and goals that you set and maintain for each event.
Limit invite when limits are reached.
Integrated with CRM and back-office so that real-time customer information can be leveraged.
Automate scheduling for Hiring and employee growth & retention.
Booking HR invites for Hiring and scheduling interviews are also included. Interview scheduling and Human Capital Management solutions for HR are also available, and tightly integrated with HR appointments and booking.?
Salesboom Event management and Scheduling solutions are integrated into your calendar, Gmail, Outlook, Quickbooks, WordPress and any website, Text, Project Management, CRM, and Back-office solutions
Scheduling integrated with Quickbooks payroll and tied into Timesheets and Billing to track hours worked and payments made to workers, whether employees, contractors, partners, etc.
Get real-time insight into the profitability of campaigns, jobs, events, etc by maximizing productivity and self-service, tightly integrated to expenses.
Real-time dashboards & reports with KPIs and real-time alerts via email and text.
Integrated with spreadsheets for importing and exporting mass data from excel or Google Sheets.
Scheduling systems integrated with Project Management and Timesheets to track hours worked and integrated with Quickbooks payroll to make sure everyone gets paid on time. Fully integrated, with setup and training included.
We commit to integrating with all your favorite apps.
Setup and training included, and 20 years of experience in providing solutions to SMBs and large enterprises alike.
Built to suit your needs. We have been building custom features, custom software, apps, landing pages, etc, since 2003 for our clients.?
We understand what works and doesn't work in scheduling and how to automate calendar events so everyone is on the same page.?
Easy-to-use and pre-integrated out of the box.
Includes consultation, requirements gathering, system configuration, rollout & training of end users. We call it the Fast Track program, and it is the best way to get the most out of our solutions.?
Plus we get to learn all about your amazing business and how we can help you succeed.
Choose from existing standard workflows, and, you can create your own customized workflow rules.
Book appointments with the click of a button, and have real-time alerts automating the process, plus a track on Google Maps where everyone is.
Integrated with Google Calendar and Gmail, as well as Outlook Calendar and Outlook Email.
Integrated with Google Maps to show where appointments are scheduled, who has been invited, etc.?
Track en-route vehicles through Google Maps and share with others.?
Show how long it will take to drive there and how long it took to go to each appointment.
Integrated with your customer database, Estimating & Invoicing, TMS systems, accounting systems, etc. so that all the information can be tracked back, and reported on by the customer, by order, by job, or by any means through customized reporting, dashboards & analytics that span departments and applications.
Create your own workflows to manage how customers, leads, partners, and employees are handled when an event is booked, canceled, rescheduled, etc.?
领英推荐
Automate document workflows by sending the right documents at the right time. Perfect for sending out agreements & Contracts, forms for signing, and Content to help them understand the process and next steps.
Send reminders to the host and all attendees to remind them, via email and/or text, automatically, via our automated workflow rules for scheduling and event management.
Salesboom has a built-to-suit model where we can bake in even the most custom workflow rules, by adding in custom code and formulas.
Job Scheduling Workflow Automation
Increase productivity, and profitability, while reducing error, frustration, and mistakes that sap morale and kill productivity, increasing employee and customer turnover.
Use Google Maps integrated with the CRM, and back-office, to help route and schedule customers.
Track Date Dispatched: Date the work is sent out to be completed.
Date Approved: date the customer's work order was confirmed whether online or over the phone, via email or text, etc.
Route #: sometimes used when routes are put together in advance. Group routes together into a calendar that updates as the work progresses.
Map Grid: Map Jobs to a Google Maps online map. This is instead of zip codes which are large and not uniform
Zip Code Proximity: Search for customer contacts and leads within a given radius of any zip code
Invoice #: generated by QB and corresponds to a single work order.
Map data is synced back with the Cloud CRM and back-office systems, to keep data updated. Data can be exported or imported using spreadsheets like Google Sheets or Microsoft Excel, to keep data updated and shared in real-time.??
Eliminate the need to update data manually with an integrated system.???????????????????
When the day comes for us to schedule a customer, send the customer an email the day before or the morning of (weather dependent) confirming the appointment.?
Group jobs on the calendar by day, week, and month. Each new day everyone logs into the system and sees the work for that day, with what customers, with all the documents, schedules, maps, notes, tasks, emails, etc all ready to go, online. Log in from your phone, tablet, or laptop.
Work with customers and schedules within email and calendar with plugins for Outlook, Gmail, Google Calendar and Outlook calendar, Google Docs and Microsoft Sharepoint, Onedrive, and Exchange.?
Reduce errors by reducing the amount of data entry, and data re-entry, and manually updating and sending out job schedules, tasks, appointments, etc.
Customize the workflow to fit your exact process, and get help in setup and training.
Send work orders out on paper, printed from the office, and/or accessed online.?
Field techs use work orders, Estimates, and invoices to map and route the jobs. Leave a paper invoice behind in the mailboxes of our customers and as well can send it via email and text, and synced back to the CRM.
Record their work details on a separate job sheet. Saved against the customer in the CRM.
Mark jobs as completed. then email the customers the updated invoice.?
Manage payments from customers on jobs where work has been completed.
Customers can pay directly through email, they can call us for payment, or they can pay via a website or third-party payment systems.
Manages the maintenance plans, with estimates, invoices, job scheduling, timesheets, and payroll to keep jobs moving.?
Manage the entire customer lifecycle, with many processes and o several different systems.
Google Maps: Map all customers, jobs, tasks, projects, opportunities, anything on a Google Map to keep everyone going to the right place, at the right time.
Integrated with Google Sheets & Excel: Export to spreadsheet for TO DO work, sent out work, canceled work, standby (pending) work, & maintenance plans, etc. Import data from spreadsheet for quick mass-creation.
Integrated with Outlook & Gmail: emails can be saved against customers, jobs, opportunities, etc. Create tasks and manage opportunities and projects from within the CRM. Customer data synced between email, with create a contact from the email.
Quickbooks: customer data handling system, also invoicing. We have a separate payment portal too.
Integrated with telephone systems for calling, with click-to-dial and in-bound screen pop, with real-time customer information linked.
Bring everything together in one space to simplify the business, streamline processes, and prepare for the future.
We work with you to understand your business processes and build a customized workflow to manage jobs from beginning to end.
Never miss an event — get automated email reminders and text reminders.
Let invitees know as soon as an event is scheduled, updated, or canceled.
Here are some common workflow use-cases for automating Scheduling and Event Management:
The possibilities are great to improve productivity by automating your scheduling processes. It helps increase customer and employee satisfaction by automating routing data entry which leads to error and frustration.
Now is the time to update your systems to take advantage of all that the web has to offer you. It is not difficult, nor expensive if you start with the right plan and execute it accordingly, with the right vendors.
All the best in your evolution in better serving your customers and employees.