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Creative Thinking to Solve Business Problems for Field Services and Construction with Zoho Applications

It’s important to act on creative thinking to solve business problems to stay on top in field services and construction. Your industry might have standard  KPI’s and processes that “work for everyone.” However, as business owners and operators we know it’s our job to ensure that we’re constantly innovating, improving, and making the most of the time available each day.

As a result, the way you work is almost guaranteed to change over time and you’ll need to keep solving new problems. The beauty of Zoho CRM and all of the other Zoho applications available, is that they allow for creative solutions to business problems.

This includes the data you capture and your Zoho systems, including what you’re doing with both to make your business profitable time and again. In this article, we’ll share four common business problems that we see Field Services and Construction firms encountering often. This includes everything from your deals and quoting to how to save time calculating commissions. And we’re going to tell you some of the ways that Zoho applications provide a framework. You can ensure you’re staying on the edge of innovation and setting yourself apart from competition, if that’s a goal of yours.

Let’s take look at some common business problems and which KPI’s you can track in Zoho to stay on top:

Problem 1: Your scheduling and routing efficiency needs help

For Field Services businesses especially, the routing efficiency KPI is a big one, but consider scheduling, too. Are these tasks cumbersome and wasting time that could be spent on the job? You might be asking and wondering:construction inside building

  • Are techs arriving to jobs on time?
  • Do you have the right person scheduled for the work they’re doing?
  • Is time wasted with crews making trips across town?
  • How much loss happens when an appointment cancels?
  • How much productivity – and profit – is lost with extra movement?

Making sure your business has a handle on routing efficiency measurements using geolocation can help you see where you can make up losses. But this is just the start. With the right creative thinking to solve business problems, and the right tools for the job, you can achieve gains in productivity.

The Zoho Scheduling App allows for setting appointments based on sales rep calendar availability, location, skill level, or any other metric you define. The app also recognizes cancellations and can suggest appointments to fill cancellation gaps.  For use with a larger sales team, the Zoho Smart Scheduler  combines savings to positively impact revenue!

Problem 2: You’re losing deals because of a disconnect in quoting.

Do any of these sound true for you?

  • Updating product pricing, calculating, and then generating proposals takes forever and are prone for error.
  • Collecting necessary signatures for a job is a hassle.
  • Some of your products are missing descriptions or images in your system.
  • Customers don’t have a way to electronically approve your estimates.

This losing deals issue exists in a lot of businesses, not just construction and field services. However, when your project profitability, service level agreements, and customer satisfaction rely on accurate quotes, it’s paramount to start each job on the right foot.

Optimizations give you beautiful looking quotes, faster quote delivery, more accurate quoting, and an easier transition into creating  jobs. Assemble quotes with the click of a button when Zoho CRM is customized for your construction or field service business . The information required is stored in your CRM! That is: items details, photos, and any other information you require for each SKU. Integrate your Zoho quoting (CPQ) tool with an app like  HelloSign or other eSignature tool of your choice, and approval signatures become a breeze.

How much time would your staff save with this sort of integrated quoting and communication tool? Do you think a stronger – and quicker – quoting process would help you land more deals?

Problem 3: Calculating commissions is an overwhelming task

It’s time again for you to calculate commissions for your staff and your business has grown to a complexity that makes this task, well, overwhelming. For you and for your employees. They want to compare month-to-month earnings. You both want easy to access statements and to get this finished on time. Ideally, you envision all of this working in a single system to save you time and effort.

With creative thinking to solve this business problem, Zoho created the Zoho Commission Calculator. Saving time and making this process more straightforward, now you can focus on your next innovation to tackle. And your sales staff can back to what they do best – sales.

Problem 4: Job Costing and Time Tracking feel impossible to capture

With Zoho as your hub, tedious and often difficult tasks of job costing and time tracking are made simpler in FieldTech.  This app connects your field service operation and optimizes your workforce. The benefits are far-reaching in terms of your new ability to report on accurate data around these two specific tasks.

building construction exterior

And the result of accurate reporting? You receive a direct line to the improvement opportunities that exist in these daily operations.

Let’s take a look:

Time Tracking

When your techs arrive on the job, they can select from available work orders and log time against individual tasks assigned on those work orders. One feature that stands out here is geo-location that automatically clocks techs in when they arrive on site. They spend less time on data entry, and don’t miss this task.

Of course, time tracking data is visible to managers, and in reporting. Bottlenecks become easily identifiable, and you can act on them – whether that’s staff training or an innovation in process.

Job Costing

Does your job costing process currently take you between spreadsheets and several applications to find the full story and get answers you need? To find material, equipment, labor, and other direct costs is taking a lifetime. With FieldTech implementation you can see how profitable your jobs are right from a centralized dashboard.

Job Costing ties into time tracking, too:

    • See which of your field techs are doing the best/most efficient work.
    • Get granular and see time spent for a particular job against expected time.
    • Easily see gross profit and how it compares against other jobs.

Imagine being able to compare data from your jobs to find out which are most likely to be successful for your company when you start searching for new leads. Kick off your next marketing campaign armed with data from job costing.

This holistic company view, accompanied by accurate data gives you uncomplicated, actionable insights.

Are you ready to use creative thinking to solve business problems and more with Zoho? Don’t leave it to chance, contact us for an assessment that’s geared specifically to your business. Whether you’re in Field Services or Construction, the ZBrains team of Zoho Certified Consultants are eager to help.

 

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