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While support of customers is the goal, there are a lot of details that can waste money and employees time. These tools will help you deliver better support and keep costs in line.
Escalations – What Should Happen When Work Stops
This feature is a must if you have a performance clause in your service contracts. Wheel of Business gives your company the ability to meet the terms, because you trigger a series of escalations up the chain of command if the right actions are not started quickly enough.
Workflow – Making Sure It Is Done Right Every Time
At each point, the proper stages are presented to employees or outside resources. A change in status of a work stage change triggers both sequential and pre-emptive actions, depending on the situation. Reminders go at the appropriate times to the right action parties.
Work Orders – For Everything Except Continuous Process
Choose the right workflow and qualified personnel with a few mouse clicks, and the system schedules the rest. Any notes, work details, beginning & end dates, and history are included in the work order. Time and material can be part of the work order.
Satisfaction Surveys –Making Sure You Do It Right
Set up the satisfaction survey to be done right after you take care of the customer, and you send a message that it matters to you that they are happy with what you do for them. It is always less expensive to keep a customer than it is to find a new one, especially if you have help like this.
T&M Billing – Putting It All Together
This is the first software system designed for small or medium sized companies that permits both time and material to be billed simultaneously. If a valid part number exists in the system, it can be billed along with a service and the inventory relieved. Even non-system parts can be billed.
Contract Billing – No Fuss Delivery of Services
Once set up, any work performed is charged against the contract on either a time or money basis. When the work billed approaches the contracted limits, management is notified that funds are short, and that action should be taken to increase available funds (Increase contract amount).
Web Portals – Staying in Contact When Not At Home
Wheel of Business web portals allow internet connectivity for customers or employees. Customers have restricted access, but love any access. Employees may have more privileges. Remote employee access gives the company more flexibility in office and personnel siting.
Expenses – Controlling Who Is Charged, and Who Signs
Assign expenses to particular projects, or even to external clients by line item or expense report. You can even split the cost across departments. Expenses go to the accounting package as a bill to be paid, already approved by management. Of course, accounting still has to cut the check.
RMAs – Rescuing Your Company’s Reputation
Respond to a customer, and issue the RMA fast, if you hope to rescue your company’s reputation. Wheel of Business gives you tools to begin analyzing the problem before the parts return. Manage YOUR supplier’s RMA as well, and begin rebuilding your customer’s confidence.
Accounting Viewer – Never Be Blind Again
View sales order information by customer, order number, line items, or sales order header, or answer invoicing questions by invoice number, header, line items or by customer, all without asking accounting. Find out what is in inventory.
With Which Accounting System Will It Work? It will work with any ODBC based accounting system and QuickBooks.
Sign up for a free demo to see how it might work for you by clicking on the Wheel of Business logo..
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