PZ Overview
- 1. BUSINESS PROFIT MANAGEMENT PROGRAM Fire and Life Safety Industry
- 2. Profit Circle Through our approach, we offer a seamless workflow from the back office to the field then directly to invoicing in one complete system.
- 3. Dashboard Your personal dashboard will allow you to view your critical business information immediately.
- 4. Customer Navigation Through your customer navigation you are able to see all pertinent details.
- 5. Details – Customer Navigation Filter Criteria Customers Favorites Recent Activity Related Data Recent Records
- 6. Customer Navigation – Worksites Through your customer navigation you can view all worksites. This allows for a 360° view of your customer.
- 7. Details – Customer Navigation View: •Work Sites •Contracts •Orders •Jobs Work Sites •Pricing •Invoices •Contact Log •Address Book •AR History
- 8. Customer Navigation – Contracts View contract information quickly and easily giving you the ability to up sell on services you are not currently performing.
- 9. Worksite Navigation View: •Contracts •Orders •Jobs •Pricing •Invoices •Contact Log •Address Book •Inspection Reports
- 10. Order Entry Order Entry is efficient as all information is pre-populated based on worksite data.
- 11. Contract Orders Generate your orders based on reoccurring services through this easy to use screen that has the ability to filter by multiple criteria.
- 12. Dispatch List Dispatch through this easy to use dispatch board that allows for sorting, grouping and filtering.
- 13. Routing With our dispatch list we allow for advanced mapping and routing so that you can plan the most efficient route.
- 14. Multi Day Dispatching When planning out a week of service calls our Multi Day Dispatch board allows for simple dragging and dropping of orders.
- 15. ProfitZoom Mobile We offer the complete work Call Tech Billing flow from back office, to technician to Scheduling Work Done Invoicing with ProfitZoom.
- 16. ProfitZoom Mobile Information Once orders are dispatched they are sent to your technicians mobile device. Information includes all data needed to perform work.
- 17. ProfitZoom Mobile Equipment Equipment to be inspected provided with detail to complete the inspection. Tracking deficiencies as technicians perform work.
- 18. ProfitZoom Mobile Sales Add additional parts to an order and confirm parts and labor for invoicing in the field.
- 19. Service Workbench From the service workbench, you can see work performed in the field as well as, labor and inspection reports. We also allow for quoting on repairs for deficiencies.
- 20. Details – Service Workbench Submit for Invoice Preview approval Generate Quote for Service repair work Ticket Detail Inspection Report
- 21. Invoice
- 22. Customer Portal Through your personal customer dashboard your customers can request service, view alerts and view recent service information.
- 23. Details Request Inspection Service View Alerts Reports Invoices FAQ’s Recent Work Orders
- 24. Benefits To the Service Provider: • Superior Customer Service • Competitive Advantage • Decrease customer calls • Central repository to access all company information • Possible access to AHJ’s
- 25. Benefits To the Customer: • Alerts with important information • Access to Inspection Reports • Knowledge of status of your work • Review schedule of services • Track deficiencies
- 26. ProfitZoom Profit Circle ProfitZoom offers a complete solution designed for the fire and life safety industry. Please contact me for me details on how PZ can increase your cash flow and decrease your expenses. For more information contact: Jennifer Ferguson Fire and Life Safety Specialist ProfitZoom Phone: 678-225-6275 jferguson@bravepoint.com www.profitzoom.com