NO MORE BINDERS! WHAT S THIS ABOUT? MORE THAN JUST BINDERS. 17 th Annual Snow & Ice Symposium Columbus, OH

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Stuart Brown
8 years ago
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1 NO MORE BINDERS! Simple tech tools that spread eliminate effort, mistakes and paperwork. WHAT S THIS ABOUT? A quick introduction to technology that s guaranteed to improve your snow operations Some free, some have a cost, all are affordable MORE THAN JUST BINDERS Sales + lead management Payment Processing Fleet management Snow operations/execution GPS tracking Timetracking + payroll Jobcosting Safety, Training + Documentation 1

cost, all are affordable MORE THAN JUST BINDERS Sales + lead management Payment Processing Fleet management

2 SALES Your Website Want to be professional? Start with your website. Relatively cheap! WordPress, Bootstrap Domain names also cheap ($9/yr) More than just your company name Adwords controlled advertising spending Your Website 2

3 Your vs. Google Apps for Business Your own Lots of cloud storage (30GB) Online documents, folders, forms* Sharable online calendars Video/voice calls Easy management + phone setup CRM Zoho CRM Free <=3 users $12-35/user/mo Integration Nutshell CRM $15/user/mo Simple, clean Capsule CRM Free <= 2 users $12/user/mo 3

com Lots of cloud storage (30GB) Online documents, folders, forms* Sharable online calendars

4 Using Word Press, this can take 60 seconds to activate Captures names, phone, etc. for followup and tracking Website Leads Websites That Sell PLOWME.com PLOWZ.com FLEET MGMT 4

5 FLEET MANAGEMENT GPS Tracking Maintenance + Repair tracking Certifications/Relicensing Inspections, Repair Orders GPS BENEFITS Real-time location data Cookie-crumb trails Vehicle Info Battery, maintenance flags Speeding Driver Info Idling, hard-driving Can connect to auxiliary LIMITATIONS Don t know what they did Can t use for payroll/billing 5

Vehicle Info Battery, maintenance flags Speeding Driver Info Idling, hard-driving Can

6 Fleet Maintenance CAT Vision Link GPS Maintenance Fuel/Operating Scheduled maintenance! Manufacturer Tools 6

7 Inspections, Repairs Daily inspections Repairs/Service Orders Fuel orders Equipment training Vendor/Repair contacts Manuals Quality Control Lose the Binders! Dropbox Google Drive Microsoft OneDrive Apple s icloud 7

Vendor/Repair contacts Manuals Quality Control Lose

8 Lose the Binders! Contact information Customers Vendors Employees Site address Snow Routes Client folders QC maps Written notes/reminders Site photos Sync photos from field Manuals, checklists, policies Setup Cloud Folders Training Safety Policies Route A Map of Route A Site A Site B Map Pics Specs Map Pics Specs THE ROUTES 8

folders QC maps Written notes/reminders Site photos Sync photos from field

9 THE SITES SITE SPECS + PHOTOS Site/Route Checklists 9

10 2min to mistake-free! 1. Grab a Google Map 2. Take a screen cap 3. Draw your areas 4. Insert instructions 5. Save 6. Upload to cloud ONLINE FORMS Why Forms? Standardized questions and answers Answer validation (must be complete, must be correct) Instant field/office communication Written/documented evidence Searchable/reportable later on 10

Standardized questions and answers Answer validation (must be complete, must be

11 Some Online Forms Site Cost Notes Google Free Simple, spreadsheet -driven (not database), answers don t show directly in (you need to click a link) Adobe Online Forms $12/mo Easy to use. Database-driven. Wufoo $30-$60/mo Lots of features, database driven. Zoho Creator $15/mo Database driven, more complicated to use (more powerful too) FormStack $32.50/mo Includes 5 users. Examples of Forms Shift start checklist Equipment inspection Site Service request Fuel re-stock request Salt re-stock request Damage report Repair Request Repair/Service Log Accident report Request for Time Off Absent/Late Report Shift end checklist TIMESHEETS + LOGS 11

Zoho Creator $15/mo Database driven, more complicated to use (more powerful too) FormStack $32.50/mo Includes 5 users.

12 TIMETRACKING Payroll? Snow Logs (weather, site notes, obstructions etc.) GPS? Billing/Invoicing? Jobcosting? Crew Instructions, Routing? Live Tracking? Customer accessible tracking? TIMETRACKING EXAMPLES CrewTracker LMN Time ExaktTime T-Sheets 12

13 Timetracking Efficiency Benefit Payroll Snow Logs Snow Binders Customer Service GPS How Tracks employee time for payroll Tracks where they were and what they did live! Tracks crew notes, weather, equipment Links to street maps, site maps, site note prompts Live dispatch view, no waiting for reports GPS tracks all clock in/out times, liability protection, time fraud prevention Timetracking Efficiency Benefit Jobcosting Cash Flow Reporting Sales Profitability How Est vs. Act. Hours, Quickbooks jobcosting No waiting for logs, no forgetting to log services, professional, instant billing reports Instant, no waiting for logs or data entry time Customer self-manage portal Live estimated vs. actual hours tracking Human Resources 13

protection, time fraud prevention Timetracking Efficiency Benefit Jobcosting Cash Flow Reporting Sales Profitability How Est vs. Act.

14 Human Resources Training + Safety Certification Days Off Calendars HR Request Forms Contact Info Mass s/discussions Suggestion boards via Why Training? Safety Protecting your workers, your equipment Compliance with the law Better efficiency/productivity How to attack a site How to calibrate salt Minor equipment repairs Reduce damage/accidents/equipment repairs Help you sell larger/more professional customers Places You can Get Training Use training already developed SIMA Landscape Safety LMN Equipment vendors Film your own Smart Phone and a YouTube account Do it once and re-use it over and over! 14

Safety Protecting your workers, your equipment Compliance with the law Better efficiency/productivity How to attack a site How to calibrate salt Minor

15 SIMA Resource 24/7 Dedicated to Snow + Ice Online Training Contract Templates Forms + Checklists PR Toolkit Certification Info through SIMA ASM (Snow Manager) CSP (Snow Professional) Smart About Salt certified Containment Plow Defensive Driving Training Engines and Fuel Basics Ice Control MSDS Awareness Skid Steer Snow Snow Plowing Techniques Truck and Trailer WHMIS Winter Walkways Landscape Safety 15

certified Containment Plow Defensive Driving Training Engines and Fuel Basics Ice Control MSDS

16 MAKE IT EASY PAYMENTS 16

17 IMPROVE CASH FLOW Swipe tools attached to smart phones can bill on-the-spot (customer must be present) Intuit GoPayment Free Reader Aprx 2.7% fee /SMS receipts Doesn t integrate with QB, but integrates with online banking No Android version PayPal Here Card reader is free Swipe any credit card right on the phone Aprx 2.7% fee 17

7% fee Email/SMS receipts Doesn t integrate with QB, but integrates with online

18 Square Payments Free reader 2.75% fee Customer signature Discounts Refunds Standard Pricing MORE QUESTIONS? BOOTH # 242 MIKE@GOLMN.COM 18

Mobile Workforce Management Your Competitive Advantage

Mobile Workforce Management Your Competitive Advantage Presented by: Michael Kuhlman National Sales Director, Xora mkuhlman@xora.com 262.527.9945 Agenda What is Mobile Workforce Management? Why Mobile