Technology Apps for Painting Companies. What s New; What s Working

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Transcription:

Technology Apps for Painting Companies What s New; What s Working

Goals for today s Discussion: What areas can technology help with? examples that we use in Karen s Company What do other companies use? Whats next? (yes, I am thinking of using drones to do exterior bids...)

Where do we need improvements? Communications with: our Prospects our Painters our Clients our Sales Team our Consultants Business Tools Scheduling Marketing and Sales Tracking Job Costing Accounting Key Performance Indicators Dashboards

Things to keep in mind Benefits Cost to Use (Subscriptions/Ipads/Data Plan) Training Required Integration with Other Business Systems

Several apps/services to help us run our business Communications with: our Prospects (You Can Book Me, Base CRM) our Painters (TSheets; JotForms; Smart Sheets; Flickr; Skype) our Clients (JotForms AWO s; GuildQuality, Freshbooks?) our Sales Team (Calendars, Base CRM, Estimating Program, Google Map Tools ) our Consultants (DropBox, Basecamp) Business Tools Scheduling ( Old School White Board, Smart Sheets) Marketing and Sales Tracking (Google Docs) Job Costing (Google Docs) Accounting (Quick Books Online) Key Performance Indicators Dashboards (Google Docs)

In Depth Look..... Communications with: our Prospects (You Can Book Me, Base CRM) our Painters (TSheets; JotForms; Smart Sheets; Flickr; Skype) our Clients (JotForms AWO s; GuildQuality, Freshbooks?) our Sales Team (Calendars, Base CRM, Estimating Program, Google Map Tools ) our Consultants (DropBox, Basecamp) Business Tools Scheduling ( Old School White Board, Smart Sheets) Marketing and Sales Tracking (Google Docs) Job Costing (Google Docs) Accounting (QuickBooks Online) Key Performance Indicators Dashboards (Google Docs)

Tsheets - A Time Tracking System Smart Phone App Painters have on their Phones Track Time on each Project Monitor Jobs Export Hours to Payroll, Job Costing

Tsheets - Pictures of the App Smart Phone App Painters have on their Phones Track Time on each Project Monitor Jobs Export Hours to Payroll, Job Costing

Tsheets - Pictures of the App 2 Smart Phone App Painters have on their Phones Track Time on each Project Monitor Jobs Export Hours to Payroll, Job Costing

Tsheets - Pictures of the App 3

Tsheets - Pictures of the App 4

JotForms - Daily Reports from the Field Electronic Forms System for Daily/Regular Reports Customizable / Used with ipads Reports Daily Huddle End of Day Updates End of Job Checklist Karen s Safety Checks Additional Work Orders Reports as emails

JotForms - Daily Reports Form Electronic Forms System for Daily/ Customizable / Used with ipads Reports Daily Huddle End of Day Updates End of Job Checklist Karen s Safety Checks Additional Work Orders Reports as emails

JotForms - Daily Reports Exampoles

Quick Review of Other Good Apps.... Communications with: our Prospects (You Can Book Me, Base CRM) our Painters (TSheets; JotForms; Smart Sheets; Flickr; Skype) our Clients (JotForms AWO s; GuildQuality, Freshbooks?) our Sales Team (Calendars, Base CRM, Estimating Program, Google Map Tools ) our Consultants (DropBox, Basecamp) Business Tools Scheduling ( Old School White Board, Smart Sheets) Marketing and Sales Tracking (Google Docs) Job Costing (Google Docs) Accounting (Quick Books Online) Key Performance Indicators Dashboards (Google Docs)

Need Solutions.... Communications with: our Prospects (You Can Book Me, Base CRM) our Painters (TSheets; JotForms; Smart Sheets; Flickr; Skype) our Clients (JotForms AWO s; GuildQuality, Freshbooks?) our Sales Team (Calendars, Base CRM, Estimating Program, Google Map Tools ) our Consultants (DropBox, Basecamp) Business Tools Scheduling ( Old School White Board, Smart Sheets) Marketing and Sales Tracking (Google Docs) Job Costing (Google Docs) Accounting (Quick Books Online) Key Performance Indicators Dashboards (Google Docs)

In Progress.... Communications with: our Prospects (You Can Book Me, Base CRM) our Painters (TSheets; JotForms; Smart Sheets; Flickr; Skype) our Clients (JotForms AWO s; GuildQuality, Freshbooks?) our Sales Team (Calendars, Base CRM, Estimating Program, Google Map Tools ) our Consultants (DropBox, Basecamp) Business Tools Scheduling ( Old School White Board, Smart Sheets) Marketing and Sales Tracking (Google Docs) Job Costing (Google Docs) Accounting (Quick Books Online) Key Performance Indicators Dashboards (Google Docs)