September 6th, 2019 - Beth
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The world’s most comprehensive installer management system just got even better
Initio’s AdminBase, which for more than 20 years has been the sales and management system of choice for UK window and door installers, has now been extended through a launch of mobile apps that include sales, survey, installation and remedial services, which fully integrate every stage of the marketing to after-sales support process.
Utilising the latest mobile computing technology, AdminBase now allows these key tasks to be managed and completed in the customer’s home, with all inputs sent automatically into the central system via the latest mobile computing technology. Despite the advanced technology behind the system, all entries are made using intuitive, simple inputs easily managed by even technophobic operators, with data sent and recorded centrally to ensure accurate records are available throughout the process; indecipherable scrawls on scraps of paper are a thing of the past.
Suitable for all installation operations from a single user up, the AdminBase apps eliminate duplication and errors caused by transcribing hand-written notes in to spreadsheets, word documents, production and accounts systems, reducing time, cost and the potential for mistakes at every stage. Mobile tablet computers with apps designed specially for canvassers, sales representatives, surveyors, fitters and service engineers utilise simple forms that automatically take the user through pre set stages of their particular function. The apps allow contract-legal signatures to be collected and transmitted directly back into the central AdminBase system.
Sales
The AdminBase sales app allows the creation of quotes that may be emailed to the customer whilst still at their property. Using simple and intuitive inputs that may be customised to the user’s requirements, the quotation may easily be converted to a contract with signatures captured directly on screen and a digital copy sent immediately to the customer. All information is uploaded directly on to the office AdminBase system for immediate processing.
Surveying
All information recorded using the Sales app is transferred to the AdminBase Surveyor app. The surveyor may then make alterations to the original information, noting access, risks, and adding other notes for the fitting team, including photographs and freehand drawings input directly into the app. A Variation of Contract may then be created for signature by the homeowner.
Fitting
After full evaluation by management all fitting instructions will be sent to the fitters equipped with a tablet and their own app. Following installation an electronic sign off may be obtained from the customer, as well as feeding back problems encountered and remedial work required.
Service Support
Service Engineers are served with their own app that, for example, describes the products installed, and any remedial work required. Any previous service history is also advised. Outstanding balances are noted for collection and, as with each stage, customer signatures may be input directly and sent direct to head office, with a digital report sent automatically to the customer.
Fully Integrated with AdminBase
All other stages of a sale are fully integrated with AdminBase including marketing and customer records management, contract and order processing, and all financial functions including sales and purchase invoices via integration with most popular accounts packages.
AdminBase instantly offers the latest management information such as Sales by Product, Orders on Hand, Contracts Sold Not Yet Ordered, Goods Ordered Not Yet Fitted and financial information such as Balances Outstanding, Job Profit by Contract, Work In Progress valuation. Every stage may be fully customised to user’s exact specifications.
Available via highly affordable monthly subscription, AdminBase will revolutionise, streamline and yet simplify every stage of the fenestration installation process. AdminBase Installation is managed with full training given to every user to ensure smooth, seamless transition. To date, AdminBase already has more than 3,000 users throughout the UK.
Rhonda Ridge, who wrote AdminBase more than 20 years ago after working as finance manager with a window and door installer, says that the latest mobile technology has now allowed the introduction of the system she always dreamed of: “Of course we always wanted to include on-site functions into AdminBase, including sales, survey, fitting and after-sales and the latest tablet computers combined with ‘Cloud’ technology and decent mobile speeds, has allowed us to fulfil that dream. This is the most comprehensive fenestration installer management system in the world and it will revolutionise the sales and installation process where it counts most – with customers in their own homes.”
For more information go to: https://www.abinitiosoftware.co.uk