1. Please provide a brief summary of your business.
2. If you are a service provider, what services do you provide your customers?
Example: If you owned a pool cleaning company, you would provide general cleaning, chemical treatment, drain and refill, etc.
3. How are you receiving the service request?
Are they calling you direct?
Yes
Is the customer’s business one that calls in service requests?
Yes
4. What information do you collect over the phone to make/schedule service requests?
Name
Address
Phone Number
The Nature Of The Problem
All Of The Above
5. What information do you give your workers so they can complete the service work? Please provide detailed response.
6. Do you need your workers to record information while onsite?
(For example part numbers, quantity used)Yes
7. Do you need to track time on the job?
(Time in route, time onsite, actual time completed etc)Yes
8. Will the phone be assigned to the worker, or to the vehicle being used?
The Worker
The Vehicle
9. Do you currently do job costing?
Yes
Please specify
Per hour charge for time onsite
Parts used
Commission based pay for drivers/workers
10. Do you currently use a system to do job costing?
Yes
If so, please specify:
11. Are you billing or invoicing your customers?
Billing
Invoicing
12. Do you request work payment upon completion?
Yes
13. Can you give an example of a job, cost of the job and service performed?
14. Do you have employees or independent contractors?
Employees
Contractors
15. How do you pay your employees?
Hourly
Per Job
16. If you pay your employees per job, what percentage of the customer's bill is then paid to your workers?
17. Do your customers require job status updates?
Yes
18. When do customers want to be notified?
When the work is starting
When the work is completed prior to billing
Tell us a little about yourself
