As a service business it is critical to keep the client work straight. To survive and grow you must be efficient and effective in handling orders that come in. Use QuickTemplate to create a work order management system that keeps all your employees on track. Use a work order template and workflow to document work and assign it to specific people.
Often times your employees are approached by potential customers while they are engaged in their work. Arm your people with a simple new business form which allows them to record the details of these requests and report them to you. This will allow you to add the prospects to your marketing efforts and grow your business.
While purpose built work order management systems exist, these systems are expensive and difficult to learn.
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