Managing Remote Teams Effectively Equals Efficiency 

Rhonda Ridge of Ab Initio, creator of AdminBase, discusses the importance of assimilating remote teams into the core of an installation business. Here, she explains how an all-encompassing installer management system can help.

Admin can be a bugbear in any department or business, but individuals working practical jobs like fitters and service engineers can find it particularly intrusive. Depending on the system in place, admin might feel over the top and like you have to fill out a lengthy form for every move you make, or it might be lacking, and feel like the left-hand doesn’t know what the right hand is doing. That’s not to say admin isn’t essential. In fact, I would argue that having a robust admin system that streamlines internal processes, improves productivity, allows for easier reporting and measuring, encourages better communication with colleagues and customers, and enhances the connectivity between all individuals in a business is a critical strategic investment. Why? Because from personal experience, the effect of either excellent or poor admin on a service business can be immense. 

Bring your teams together

A good CRM for an installation business will bring everyone together as long as the system is easy to use. Whether an individual is working in the office, on an installation, or servicing a project after the fact. Everyone in the service team will feel like part of the team if they know what is happening with the project they are involved in. They can update everyone else when they have completed their related tasks.    

This is precisely why AdminBase was developed over 20 years ago and why the central system and accompanying apps are in such high demand among installation businesses today. We have recently seen a lot of interest in the AdminBase Service app, which works seamlessly with the leading CRM for service engineers to make their lives easier. 

The Service app allows installation businesses to send pertinent details of an appointment directly to a service engineer’s device. The accounts team could even let them know of an outstanding balance that needs to be collected. The engineer can access relevant information sent from AdminBase, capture data they completed or any additional parts required to finish the job and upload that back into the system. 

If the project requires the engineer to return another day to finish the work when parts arrive, for example, they can note this for the service call administrator within the app. Once the job is complete, the engineer can collect a signature to sign off on the service call. All of the details captured during the service calls can also automatically be emailed upon completion so they have a record of the work that has been done. So, an app for installation businesses is a true intelligent investment.

Support from start to finish

Similarly, fitters out in the field can use the AdminBase Fitting app to view all relevant information from an installation project, including contracts and surveys. This saves printing reams of documents to give to fitters when they collect products for installation. Once complete, fitters can collect photos, conduct a customer questionnaire, and obtain an electronic signature in the app, which again is uploaded and live straight away. The whole process is smoother and easier to manage; thus, this is the best CRM for installation businesses.

Remote working and the systems that make it possible have become much more prevalent since the pandemic. Managing information and communication between office-based staff and remote teams is something window installation and servicing teams have been dealing with for decades. It has traditionally had its problems. For more than 20 years, AdminBase has been able to offer a solution to bring teams together and improve efficiencies and productivity within an installation business. So, if you’re looking for the next strategic investment with a significant impact, look no further.

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