When a prospective client’s fridge stops working they’re usually pretty stressed — refrigeration failure is a big deal because if the issue isn’t remedied swiftly, it means stopping service and throwing out thousands of dollars of perishable food or medication. If you can respond to such prospects almost immediately with a quote and repair window, you’ll instill confidence and be pretty much certain to win the job.
The thing is, it’s pretty hard to do that manually. Plus, if you have to redo all your technician’s schedules every time there’s an urgent job, things can get pretty messy.
Thankfully there’s a simple, easy-to-use and cost-effective solution to these challenges are more.
Introducing Optsy refrigeration software, the all-in-one refrigeration service management tool that integrates:
- Customer and staff information
- Estimating/quoting
- Scheduling
- Dispatch
- Routing (with technician GPS locations)
- Inventory
- Billing and invoicing
- Receipting
- Reporting
We’ll help you customize the software to your exact needs and set it up with key information like your staff details and standard fees. Then all you need to do is enter your prospect’s details once and you can find an opening in your schedule and generate an estimate with just a few clicks. Once the estimate is approved, the software will automatically schedule the job based on parts availability and technician location and availability.
When the job comes up in the schedule, the software will automatically notify the client with an estimated time of arrival and will show the technician the best route to take to the client’s premises. Once the job is done, your technician can update your inventory in real time with just a few clicks. Similarly, they can mark the job as complete with just a click of the button and the software will automatically issue an invoice for the work without any additional data entry. Upon payment, it’ll also automatically issue a receipt.
If you use Quickbooks, our refrigeration software integrates seamlessly with the accounting software and will automatically update your accounts receivable, expenses and income in real time. Otherwise you can generate custom reports to keep track of your cashflow etc. in the Optsy software, and you can export your data when you’re ready to fill in tax documentation.
The result is:
- Better customer service with far less effort
- More clients thanks to referrals from happy customers
- No repeated data entry, so far fewer data errors
- Greatly reduced paperwork and time spent on admin, so you can spend more time on revenue-generating tasks
And if you already have software that accomplishes some of these tasks, you’ll likely save money by combining several subscriptions into one.
Optsy refrigeration software includes everything you need to easily manage your refrigeration business, so you have nothing to lose and everything to gain by scheduling a free demonstration.
How Optsy refrigeration software can benefit your business
Our software is full to the brim with all the features you need to efficiently manage your refrigeration business.
