computertech775
New Member
- Reaction score
- 1
- Location
- Reno, NV
One of my goals this year is to switch from hand-written paper carbonless work order/receipts to a cloud-based CRM solution where I can email the receipt to a client, or print it out on their printer.
I'm a "one-man army" where I service about 100 residential clients per month - all service is done on-site and remote. I don't have a shop. I collect payment at the time of service, so I don't need an invoicing system. I just want to be able to email and optionally print a receipt for the customer stating what the problem was, and what I did to fix it. I'd like to be able to track, report and search sales figures by date, customer, and job type.
I've spent the past few weeks searching and researching CRM solution providers. Some key features that are important to me:
TIA.
I'm a "one-man army" where I service about 100 residential clients per month - all service is done on-site and remote. I don't have a shop. I collect payment at the time of service, so I don't need an invoicing system. I just want to be able to email and optionally print a receipt for the customer stating what the problem was, and what I did to fix it. I'd like to be able to track, report and search sales figures by date, customer, and job type.
I've spent the past few weeks searching and researching CRM solution providers. Some key features that are important to me:
- Mobile friendly - input tickets, notes, and capture customer signature on my iPhone 6 or iPad
- Sync contacts/calendar with MS Exchange Online
- Customizable check-boxes of tasks performed which would be shown on customer receipt (Removed adware, removed malware, installed updates, deleted temp files, defragmented hard drive, etc.)
- Customizable check-boxes of tools ran and kept in private job notes (MBAM, TDSS Killer, Adwcleaner, etc.)
- Private customer notes field (how I solved a rare or complex issue).
- Globally searchable (find all work orders that contain the term "user profile service failed" in any input field)
- Track sales totals by date, customer, job type (Month of March, Sally Smith, virus removal, printer setup, tutoring, new computer setup, won’t boot, etc.)
- Repair Shopr (though I'm about 25 tickets per month over their "One Man Army" pricing)
- CommitCRM
- PC Repair Tracker
- Zoho Support/CRM
- Vtiger
TIA.