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Software updates

Quote to Job in one visit with Connect’s latest update…y hazlo en Español


by Elfie Tan
July 26, 2017

The latest update to our mobile app Connect allows field technicians to send official quotes, capture customer signatures for quote acceptance and start a job all in one site visit.

To see a step-by-step video on the new features, head over to the release notes. Otherwise, read on for more details.

Reduce waiting time and empower technicians to be more efficient

Gone are the days of site assessments followed by a one-week waiting period before getting a job started. This update to Connect, which rolls out July 26, will allow simPRO clients to skip all the waiting.

The new features will likely reduce the amount of man-hours spent between a site visit and getting paid. It will allow on-site technicians to email a quote to a client, and start working on the job immediately after it is quoted and signed for by the new customer. All this is now achievable without ever having to contact the office or leave the site.

It’s an option now made available which can empower field technicians to be more efficient on site.

The two new features which make this happen are the ability to email a quote to a client and the ability to add a signature when converting a quote to a job. These improvements merged with Connect’s existing abilities to create a quote and collect customer signatures on site mean that Connect can now take a technician from start to finish independent of office management.

The feature is optional and needs to be manually set up in settings for it to function for all field technicians. This ability also requires a Wi-Fi connection or data on the mobile device.

In addition to these time-saving features, Connect is also now available in another default language besides English. To make data entry easier for Spanish native speakers, Connect now has Spanish as an optional default language.


This is an update aimed at bringing in new features and improving existing features in response to client feedback, and making sure our software helps our clients stay ahead of the game as the trade and technology landscapes continue to evolve.

Remember, if you have an idea you’d like us to consider, head on over to our Ideas Portal to make your voice heard.

 

Author


PR & Communications Advisor of simPRO. Former journalist turned marketer, hails from the land of terrible weather and mushy peas.

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