| 4 min read ·

Technology For Building Services Team Management

Author: Route Nation

Operating a building services company consists of various departments, managing teams of varying sizes at multiple locations, trying to ensure every task is being completed to keep clients happy, and also making sure that your employees are taken care of. In short, it’s a lot to manage. You want to facilitate communication between your teams better and cut down on time consuming tasks. The overall goal is to streamline your processes so you can focus on growing your business. The great news is that today there are multiple pieces of innovative technology to help you keep your company on track on all fronts and keep your workforce in alignment. Below are a few examples of the types of software that can take your business to the next level.

Technology For Building Services Team Management

Operating a building services company consists of various departments, managing teams of varying sizes at multiple locations, trying to ensure every task is being completed to keep clients happy, and also making sure that your employees are taken care of.

In short, it’s a lot to manage. You want to facilitate communication between your teams better and cut down on time consuming tasks. The overall goal is to streamline your processes so you can focus on growing your business.

The great news is that today there are multiple pieces of innovative technology to help you keep your company on track on all fronts and keep your workforce in alignment. Below are a few examples of the types of software that can take your business to the next level.

Sales Software

Customer Relationship Management (CRM)

Gaining new accounts is hard work and has many moving parts. Giving your sales team a process for managing customer relationships improves profitability. Customer Relationship Management software (CRM software) helps your business organize relationships with individual people and their organizations.

Track contact information such as email addresses, phone numbers, websites, and other relevant details needed to have better conversations with customers. CRM’s improve your sales process by being able to also track the stages of your sales pipeline – from the first time you speak with a client to signing the contract. Your and your team can have clear visibility for every opportunity or lead that you are working on.

Digitized Walkthroughs, Better Estimates

Finding innovative ways to stand out to clients through the use of technology can also improve sales. When meeting clients at their site for a walkthrough, show them that you are taking detailed notes about their space so you can provide high quality service.

The best way for them to feel confident in your services is by seeing how much time and effort you are putting into the walkthrough. Use a software on your mobile phone to take photos, record dimensions, and organize hot points.

Not only will you stand out to client’s but you can take this information and create incredibly accurate estimates. By having this information in a digital format, you can also share it among everyone involved in the sales process. If one person performs walkthroughs and another writes proposals then having electronic notes can easily be shared no matter where your team is located.

Writing And Sending Proposals

Send out proposals in record time by selecting a document creation software that works for you. Look for a solution that allows you to customize proposals tailored to your client and can easily allow you to add sections related to this industry. Investing in the time to create templates for all of your documents can help your team create perfect proposals every time.

Digitizing your documents also makes it easy to share them within your company so everyone understands the details of every customer relationship.

Empower your sales team and start gaining new customers with sales oriented technology. With the right software, you will have unprecedented insight on how your company is growing.

Operations Software

After winning an account a whole new set of tools are required for managing your workforce. The operations portion of your business consists of many complex parts: from scheduling, to tracking employee shifts, and performing inspections.

However, the good news is there are plenty of industry specific technology solutions in existence today.

Scheduling And Task Management

As your company grows, scheduling and task management can become incredibly messy. But with smartphones in almost everyone’s pockets these days it becomes easier and easier for your employees to stay on top of their schedules and work.

Investing in a scheduling and task management software with mobile and web capabilities can drastically cut down on any miscommunication between management and your employees in the field. It is recommended to use a software that is intuitive for your team and can be easily accessed on mobile devices.

When your employees have any questions about shift details it can save you valuable time by allowing them to access that info themselves: whether it’s the tasks needed to be completed or when they need to be onsite.

Time Keeping And Geofencing

Additionally, using mobile clocking in and out software allows for more accurate reporting and increased accountability. No more time is wasted on manually calculating hours or crunching payroll numbers. Your employees can simply pull out their phone and clock in and out with geofencing capabilities to ensure that everyone is where they are supposed to be.

Inspection Reports

You can also keep your workforce engaged and provide continuous training with the right inspection tools. It is recommended that your inspectors are equipped with a mobile app to record photos and notes that can easily be converted to an inspection report that leaves employees feeling great about their hard work but also clear up any mistakes being made.

Manage your team’s quality of work with easy to understand inspection reports that are detailed and easy to access. Provide continuous training by using your inspection software to share ideas and techniques with your employees regardless of differences in schedules or distance. Embrace technology solutions to increase communication between your employees and cut down on repeating instructions or manual tracking of any kind so you can focus on your company’s growth.

Embracing The Mobile Enterprise

Managing your team through the use of technology is getting easier and easier everyday since there are pieces of software for every aspect of your business (and some created just for the industry!). Decrease miscommunication between departments and employees by embracing digital solutions. Embrace technological solutions to increase sales while simultaneously using other solutions to streamline your operations. Keep your entire company and workforce aligned by using technology to automate more tasks so you can prioritize growing your business.