Cleaning Services Software Feature: Customers
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Stop losing or wasting time searching for your customer information! MobiWork makes it easy to digitally organize and manage your customers in one secure central location that can easily be accessed at any time from the office or in the field. With just a few clicks, you have access to all the details such as locations, contacts, past and upcoming services, quotes, orders history, invoices, payments... and your entire organization will be able to work with the latest information to provide your customers with the best service possible at all times!
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Keep track of all your customers in a secure centralized database shared by your entire organization
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Everyone has access to the latest information regardless of where you are, what device you use, and when you need it
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All your data is digitally stored in secure locations with state-of-the-art access control, encryption, real-time replication, and back-up
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Your customer database can easily be organized and segmented based on locations, hierarchies, territories, configurable categories, and statuses
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Free text search (1) or specific search with advanced parameters (2) that can be easily saved (3) to be reused in 1-click afterwards!
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Manage multiple customer addresses (including verification and mapping
to a physical point for precise dispatching) and contacts (emails, phone numbers...)
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All details including documents, pictures, forms, equipment, past & upcoming services, notes, reminders, custom status, fields, forms, & more...
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Invoicing terms, grouping, credit cards on file, invoices, payments, and balance all easily accessible
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With our Ring Central connector, you can call your customers directly from MobiWork (and MobiWork will automatically keep track of the calls made)
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MobiWork makes it easy to manually or automatically reach your customer via emails and/or text messages so that they are always in the loop
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Empower your customers with a 24/7 self-service portal to request new service, pay bills, place orders, approve quotes, check statuses...
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Empower your customers with the ultimate experience while reducing overhead & scaling your business even outside business hours
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MobiWork is an open platform and you can easily import/export your customers from/to most popular software such as Excel, QuickBooks, Sage, Xero...
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Real-time visibility and insight to monitor and improve performance
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In-depth data reporting, visualization, and analysis to measure performance and optimize every aspect of your operations