The Customer Tracking Module in the HVAC and Plumbers Pack Service Software allows you to track all of your incoming calls, schedule opportunities, track customer open activities and advertising sources for new customer requests. With the click of a button, you can review the profitability of all your advertising sources as well as any pending customer activities.
The Call Center feature allows you to record all of your incoming telephone messages to help improve your customer service response time and eliminate lost messages. You can quickly review all of the outstanding messages by employee or company-wide using the unique Information Dashboards.
As your sales and service staff adds follow-up activities, they are tracked in our quick-view dashboard for immediate reminders and review. This saves valuable time for owners and managers tracking the status of outstanding customer tasks and other related activities.
Tracking Open Customer Items