We recently got into intrusion and the internal tasks are mind blowing for such a small install.
On the sales side, we are trying to prequalify people over the phone, ask some basic questions, give some basic pricing etc. But when we do go on site, we have a generic quote sheet we hand write some pricing and leave it with them. So far only a small percentage actually agree to buy at that time.
Then on the install side, we have the following tasks, with no real procedure.
Recurring payment agreement
Getting acct # from Central (we usually get these in batches)
Putting customer on acct spreadsheet so we know on our acct spreadsheet the next acct# to assign
Creating commitment on alarm.com
Putting the client in alarmbiller.com (our software for recurring billing)
Finding out the correct police department
Finding out if their area requires an alarm permit
Getting the account to the central
Getting the tech to work with the central to add zones and test zones
Anyone using alarmbiller.com? I know they have a quote tool. I am wondering if we can use that software to give quotes, then create an install work order.
What are others doing to manage their internal workflow? I am about to KISS and create a written checklist and have our office manager check everything off.