Must have Software Features for the Portable Toilet Industry
By Joy Weber
Not all software is created equal. In order to help you find the software that is right for your company, ServiceCore has put together a list of features you should look for. Optimize your business to its full capacity by managing your inventory, customers, and billing all in one place.
1. Customer Management
It is important when looking at the customer management features of your software that you can record and track information including address, payment information, payment status, general notes, and more. At a minimum you will want to make sure your software has the following capabilities:
2. Scheduling Services
A software that can quickly assign the right job to the right driver is a must. You will want the ability to mark the service location and write notes to make it easier for your drivers to get to the location. These are the main scheduling service features you should keep an eye out for:
3. Route Optimization
Route optimization lets you plan your schedules ahead of time and find the fastest routes to your service locations. This will help to reduce wear on your equipment, improve fuel efficiency, and save time and money.
4. Inventory Tracking
Inventory tracking allows you to manage your inventory. This is vital to be able to schedule your future jobs without overbooking.
There are two main focuses when picking software that will make billing easier. The first is a software that offers a 28-day billing cycle. A 28-day billing cycle allows your company to bill 13 cycles every year, rather than 12 which is used for standard monthly billing cycles. The second is being able to accept credit card payments directly and securely.
6. Mobile App
Having software that offers a mobile app is a game changer. You’ll no longer need to print out paperwork for each job and you can modify a driver’s schedule easily while he is out in the field. Make sure the mobile app is available to work offline for remote locations. The driver should be able to see the dashboard and upload notes or pictures offline.
7. Business Reports
Your software should be able to pull up important analytical data you need to manage your business. You should have the option to view and print detailed operational reports that break down metrics for business and technician performance. A few of the reports you should look for are: