With so many projects on the go, what systems do you have in place for managing and maintaining expectations for a customer with a project?
What happens if something changes with the order that could delay delivery? Is it better to let someone know early so they can perhaps bring some trades forward to meet a deadline?
Quite simply, how do you communicate when a job is started, in progress or perhaps completed? If something is delayed, do you communicate early or last minute?
These might be questions that you ponder or may have been asked from time to time.
I would like to share with you a brilliant application called "The Customer Portal".
The Customer Portal has been designed to improve communication between business and customer, providing regular updates on the status of a project, as they happen, instantly.
With the Customer Portal, you have the ability to send automatic email notifications and status updates on the completion of key project milestones to your customer as they happen in your production flow. Working in conjunction with Planning Assistant, as we complete a task or progress stage we have the ability to select the key stages as a trigger that you wish to update your customer with.
The Customer Portal will provide your customer with regular updates on the progress of their projects as they happen, improving communication between you and the customer & save time in “managing the project”.
This system provides you with a smarter way to manage the multiple projects that you have on the go, but also keep your customers up to date. If you need to move things around in the business for production planning, all status updates to the customer happen automatically. By providing a system to your customers that provides regular updates, this should reduce the in-bound phone calls and numerous emails that may take place currently. It will also reduce the anxiety & stress associated with receiving little to no updates at all.
From a business perspective, you may reduce the admin time and costs in managing manual communications and mistakes through miscommunication with customers while increase profitability by streamlining business systems.
It’s a game changer. When an action is completed, an email notification can be sent allowing your customer to click the link and check the status of their job on a mobile phone or tablet.
Any changes with a delivery date, are sent through to a customer, instantly updating the customer. This should help improve communication and provide a vehicle for the end customer to check the status of a job in progress. A system like this will help improve the customer experience with your business.
The best part is, this can all be an automatic system, set up quite quickly.
We can integrate The Customer Portal with our Industry Leading Planning & Scheduling Software, Planning Assistant so that when a user updates something through the office or production stages, an automatic trigger takes place to update the customer.
It’s a by-product of the work already progress, so it is not something additional that you have to remember to do or that you have to assign to someone to do.
What a game changer, imagine what would a system like this could do for your business...
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