Plumbers Tech App vs ZenTrades

The Plumbers Tech App is an HVAC and plumbing service technician performance tracker. The app allows individual technicians to be set-up with their individual performance goals set up monthly with an annual total. The app allows the technician to see in real time what his/her daily goal is for the day, month, and year. After each service transaction is recorded from the technician’s phone it updates how much of the goal is remaining for the day, month, and year in real time. As the customer transaction is entered by the technician a data base is populated with information that identifies where the revenue stream came from. Service call types can be defined by your company, but standard types are pre-loaded. These types include demand service call, service agreement, tune-up, warranty, call back, and IAQ. The data base then creates a report that identifies these revenue streams by technician and what percentage of your business comes from these revenue streams. Reporting also shows total revenue by technician and the average ticket for each service call type. Job types are used to track equipment sales by each technician. Job type categories can also be defined by your company, but pre-loaded job types include: A/C and Coil, Complete A/C System with Furnace, Furnace, Heat Pump, Air Handler, Water Heater, Geo Thermal, Boiler, and Tankless Water Heater. The app tracks closing rates, average job type ticket amount, equipment age, brand, and type in the data base. Quoted but not closed job types appear in a report daily so follow-up calls can be made for a last chance effort to close the sale. The data base includes customer address information to send promotional and marketing collateral to solicit sales opportunities. Real time commission tracking is available allowing the technician and manager to track commissions instantly. If you are wanting to track where your service revenues are coming from and individual technician performance, then Plumbers tech app meets those needs.

ZenTrades is a highly configurable application for Fire Life & Safety Businesses, Electrical Field Service Businesses, Plumbing Field Service Businesses, and HVAC Field Service Businesses built to increase business efficiency, ease of use, and save time for the back office and field technicians. ZenTrades is an application that has built-in exclusive features for Fire Life & Safety, Electrical, Plumbing, and HVAC Field Service Businesses. This application consists of four different modular configurations for all the above-field service industries. ZenTrades is the first hyper-vertical-focused application in the field service business. Provide better customer service by handing ZenTrade to your field techs. With ZenTrades your techs will know past customer job history, maintain year-long service agreements, find upsell opportunities, take picture notes, and much more. Most importantly, we are price friendly and will not burn a hole in your pocket. Our iOS App will work on any Apple iPhone & iPad device. Some of its features: One Tab Job Details View past customer job history View internal notes Add job notes both internal and external Click pictures and annotate them View attached service agreements Easy Clock in & Out View past rejected proposals Customer Location Routing Work without internet Billing - Estimates & Invoices Create easy estimates on the field View Picture based price book Add markups, discounts, trip charges SMS, Email Estimates & Invoices Customer e-signature supported Collect Payment Accept cash, check, or credit & debit card Receive payment on the field SMS or email payment link to customer Provide Customer Financing Options to your customers Inspection Forms & Deficiency Management Create custom compliance checklists & forms Create & share inspection report Reduce job error rate with checklists Manage and convert deficiencies into jobs Barcode/QR code scanning Get details of each piece of equipment immediately Match the serial number for all the equipment Save the records on file, along with the inspection history of each piece of equipment Keep a track of the serial numbers of each piece of equipment Automatically enter details such as expiration/manufacturing dates, the module no. etc. Enable your inspectors to save at least 20% time on each inspection SMS & Emails Auto-trigger “On My Way” Messages & email Send technician information to customers Request Customer Reviews Send estimates & invoices Auto remind pending invoices Checklist & Forms Create custom checklists & forms Train your techs with checklists and forms Reduce job error rate with checklists Create reports out of the form