Top features of construction software for CRM
- Centralized customer messages
Store and access all of your customer messages in a central location
- Digital construction service records
Keep all of your construction job records in a secure digital space
- Client preference tracking
Maintain online records of your clients’ unique preferences and special requests
- Onsite service adjustments
Honor customer-requested service adjustments while in the field
Improve your CRM for construction projects
Every construction project you take on offers an opportunity to attract new customers. But before accepting more clients, it’s important to make sure you’re good at managing the relationships you have with your current customer base.
VIIZR CRM software starts you on the right foot by helping you make stronger connections with your clients. You’ll get better at keeping up with their wants and needs, consistently providing timely responses, and helping your team become more personable during service visits.
If you’ve been wanting to give your clients special deals and discounts, it’ll be easier to come up with creative offerings.
Showing your customers you care about what makes them happy has a huge impact on customer retention. Don't let your construction projects be in-and-out jobs. Enhance your CRM so that each service visit gives your customer a personalized, friendly experience.
Organize your service records
Keeping up with construction service records can be a tedious job if you’re still using outdated storage methods like file cabinets. Even the most organized filing system can be overwhelming to search through when you’re busy with other important tasks.
Let’s say that a client has a question about a commercial building expansion you completed six months ago. You’ll have to stop drafting that outdoor storage facility invoice, walk over to your file cabinet and dig through folders until you locate the right service documents.
With VIIZR CRM construction management software, your service records are a few keystrokes away. A quick search is all you need to find the details your client is looking for.
But that’s not the only benefit of organized service records. You’ll also have a treasure trove of quality customer data you can use to determine the best construction services to offer your client base. Being organized takes your business to new heights!
Speed up customer response times
One thing clients truly appreciate is a quick response to their questions and concerns. In fact, research shows that instant responses are crucial or very important to most customers when seeking assistance.
But it’s not always so easy to get back to your clients in an instant. If you’re in the midst of a home basement remodel, it could seem next to impossible to return a call about a second-story addition you completed two months ago. You simply don’t have time to get back to the office and dig through your files.
With VIIZR’s CRM software, finding the answer to your customer’s question is as easy as pulling out your smartphone and searching our platform. Provide a lightning-fast response with centralized customer messages and get right back to the home basement job at hand.
Streamline task and project management with CRM software
VIIZR’s construction business software for CRM makes a difference in more ways than one. In addition to enjoying better relationships with your client base, you’ll take project management to a new level of excellence. Want to know more about the perks of our platform? Explore some more of our amazing features:
How many times have you been in the field working on an office remodel or another important construction job when you suddenly wondered about the status of a home attic renovation your team is working on across town? With VIIZR, you don’t have to stop what you’re doing to call your busy crew for an update.
Our Job Dashboards let you see updates on job statuses, bill payments, estimate approvals and more right from your smartphone. Whether you want to find out the latest on a detached garage invoice or see if your client gave your basement playroom quote the thumbs up, the information you want is right at your fingertips.
But not only that. In addition to checking on your business, the Job Dashboards let you initiate a variety of tasks with a few clicks. The ability to start a work order, draft a new invoice and begin a customer estimate from this central console helps you multitask with greater ease.
Each time you respond to a quote request for a specific construction service, you make a lasting impression on your client. They’ll decide whether they want to deal with your business based on the quality of your estimate and the timeliness of your response.
Many businesses struggle with fast, professional responses and either settle for generic email estimates and over-the-phone quotes – or they spend too much time using editing software that creates a polished estimate after the customer has already moved on to the competition.
With VIIZR’s construction software for CRM, you’ll get professionalism and speed in one package. From the moment you receive a quote request, our software lets you draft an estimate with detailed service and pricing information, relevant photos and your company’s brandings with a few clicks.
Sending your estimates is just as easy. Convert them into attractive PDFs and hit send right on our platform. Whether you’re responding to a price inquiry for a dining room remodel or outdoor deck construction job, you’ll easily deliver quality estimates and get customer approvals fast.
Work orders and change orders
One of the toughest parts of sending your construction team to various job sites is the continuous back and forth. If your work order instructions aren’t clear enough or order changes are necessary in the field, you’ll spend a lot of time on the phone and away from work.
VIIZR solves this problem with work order management capabilities right on our platform. Draft comprehensive orders with concise details and ensure your team members are always prepared to do their best work.
And if your techs score an upsell or cross-sell in the field? No problem! Internet access is all they need to make quick order adjustments and ensure you’re paid for the extra service or sale.
Scheduling and routing
Choosing the right team of workers for each construction job is vital to the success of your business. But picking the team with the greatest expertise is never a cakewalk if your scheduling process isn’t organized.
With VIIZR, you don’t have to call your techs to check their availability or rely on cumbersome spreadsheets for scheduling. Our drag-and-drop tool lets you see all of your workers and unassigned jobs in one place. This makes it easy to select the most experienced team, whether for a new game/arcade room or energy-efficient home update.
After picking your techs, save time on your schedule deliveries by letting them see job details via their mobile devices. And when you’re ready to dispatch your crew, use our Maps & Routing feature to find the fastest, most direct routes to job sites every time.
While doing great construction work is a rewarding experience, getting paid for your hard work is pretty amazing, too. So, if payments aren’t hitting your bank account in a timely fashion, let VIIZR streamline your invoicing process.
Instead of digging through service documents to draft your invoices, you’ll use our conversion software to turn existing work orders and estimates into bills. After getting your invoices the way you want them, convert them into attractive PDFs and email them to your clients.
Our software keeps up with the status of your invoices so you’ll always know when you’ve been paid. If you want to send your customers payment reminders, we make it easy to automate follow-ups with a few clicks.
When is the best time to switch to CRM software?
As you can see, VIIZR’s platform is fantastic for improving business operations and customer relations, but if you’re still not sure that it will address your specific concerns, consider asking yourself the following questions:
Is your customer service up to par?
If you’re having a hard time responding to customers in a timely fashion, keeping track of their preferences or competing with the deals and discounts your competition offers, switching to VIIZR is the right choice. Our platform is packed with customer-centric tools and features fantastic for moving your customers up your priority list.
Are your construction techs struggling with on-time arrivals?
Each time your techs arrive late to a job site puts your reputation at risk. You don’t want scheduling confusion and routing mishaps to impact your techs’ ability to reach customers on time. Use our drag-and-drop tool to keep your schedules organized and let our Maps & Routing feature ensure everyone always knows where to go and how to get there.
Is your billing process lagging behind?
Are you having trouble drafting professional-looking invoices without searching through spreadsheets for service details and using a document editor to make them attractive? If the answer is yes, making the switch to VIIZR is a good idea.
Our software for CRM lets you convert estimates and work orders into quality invoices in minutes. We also streamline the process of invoice tracking to keep up with their progress from delivery to payment. Streamlining your billing process improves accuracy and efficiency so you have more time to dedicate to your construction projects and customer service.
Are you being paid for sales in the field?
Each time you make an unexpected sale in the field is a time to celebrate – well, as long as you’re paid for it. If one of your field service team members makes an upsell or cross-sell and forgets to report it to the office, you could miss out on a lot of money in both materials and labor costs.
VIIZR helps you stay on top of sales made in the field by letting you adjust service orders via your mobile device. Don’t lose out if your customer decides to add a new showerhead during a bathroom update or replace a sink while having their kitchen remodeled. Adjust the order using our platform so you’ll have what you need to update their invoice and ensure your company is paid for the added service.
Is staying on top of job leads difficult?
As soon as a client reaches out for a construction quote, the clock starts ticking on your response time. Waiting too long to reply might send your client over to your competition to check out their services.
With VIIZR’s CRM software, it’s easy to stay on top of quote requests and draft attractive estimates in minutes. Leave cumbersome spreadsheets and document editors in your review. Get professional estimates out quickly and improve your chances of securing the job.
How can my business benefit from construction CRM software?
VIIZR’s CRM software for construction services helps take your business to new heights. In addition to developing a stronger connection with your client base, you’re changing the way your company operates for the better. Greater efficiency and productivity gift you and your team more time to make valuable business improvements and even spend time with family.
If you’re still not 100% sure that our CRM software is right for your business, learn more by exploring common questions regarding our customer relationship management software for contractors:
Grow your business the right way with CRM construction software