Smart DeskPal is a reliable solution for Roofing Companies looking to improve service delivery, efficiency, and grow their business. Integrating this software solution in your workflow makes it easier to run your business smoothly and more efficiently.
Smart DeskPal can help Air Duct Cleaning Companies with the following:
Automate your entire customer contacts, billing, scheduling, and more, from start to finish.
Schedule and assign jobs easily while you monitor everyone’s schedules
Maximize efficiency and productivity by planning optimal routes and schedules. Use the time tracker feature to manage staff schedules and assignments.
Create customized, automated email and text message reminders to notify your employees and customers about schedules and appointment times.
Generate customized, professional-looking proposals, and estimates. Send quotes directly to customers for immediate approval.
Capture the quality before and after photos of every Roofing project in-app. Use the images for reference under the customer’s profile.
Generate professional-looking invoices, capture customer signatures, and process payments as soon as possible.
Easy To Setup. Easy To Use. Easy To Learn.
Clients enjoy dedicated attention during the pre-launch review process. Personal, qualified trainers will be assigned to you. Thus, helping your business realize the benefits of the solution quickly.
With Smart DeskPal, we save you the stress of starting from scratch. We will share insightful tips and best practices used by our most successful customers.
Our experts will help you convert your old data into Smart DeskPal. Thus, making the transition process as smooth and hassle-free as possible.
Organize your customer info, including contacts, billing, and scheduling into a virtual file cabinet. With this, all your contacts, service history, active jobs, and billing history will be right at your fingertips.
Completely monitor the schedules and assignments of your field service team. Quickly schedule and assign jobs. Team members will receive automated assignment notifications instantly.
Easily access and view the service history for all your clients, repeat jobs, and Roofing supplies being used. Everything will be organized neatly. Thus, making it easy to locate.
Switching to the Smart DeskPal platform is relatively easy. Your existing forms will be digitized. Hence, your staff can continue making use of these forms in Smart DeskPal.
Mobile access offers field techs and team members the opportunity to access their schedules & jobs anytime, anywhere, using their mobile device. Track time, fill out forms, receive real-time alerts, and improve communication between crew members.
Prevent cases of double-data entry, unnecessary errors, and time-wasting when you send invoices and bills to clients through Smart DeskPal.
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Smart DeskPal seamlessly integrates with your favorite apps and software so you can focus on what you do best—running your business.
PayPal makes it easy to get paid securely wherever you do business. Collect payments in the field or online.
Process all major credit cards and get paid fast with Square. Collect payments online or use the free Square reader to get paid in the field.
QuickBooks is easy-to-use online accounting software for small businesses. QuickBooks organizes all your bookkeeping and accounting.
Accept payments online or in the field with Smart DeskPal Stripe integration. Stripe handles billions of dollars in transactions every year around the world.