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Affordable On Demand Business Enterprise Software Specifically Designed for Heating & Air Conditioning Contractors. What is Revmetrics ?. Revmetrics Features. Manages service delivery Manages productivity of technicians and sales personnel Collects and organizes customer data
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Affordable On Demand Business Enterprise Software Specifically Designed for Heating & Air Conditioning Contractors What is Revmetrics?
Revmetrics Features • Manages service delivery • Manages productivity of technicians and sales personnel • Collects and organizes customer data • Integrates service, sales and marketing data to promote client growth and new customer acquisition
Let’s Get Started 1. Enter User ID 2. Enter password 3. Click “Sign In”
Service and sales history Direct link to dispatch Customer search by category Unique data cleansing Revmetrics Gives You The Ability To Manage Customers • All customer information in one central location • Customer value index • Revenue collected • Outstanding balance • Opportunities & referrals • Third party billing • Service agreements • Equipment history • Customer pricing • Easy to add a customer
Revmetrics Gives You the Ability to Manage Dispatches • Easy to set up a dispatch • Displays service and sales dispatches • Ticket status with date/time stamp • Generate invoices • Call details • Print individual tickets or all tickets for each service technician • Link to customer screen • Link to critical reports • Pending parts calls • Calls to reschedule • Pending calls • Completed not closed • Displays technician notes
Revmetrics Gives You The Ability To Manage Service • Calls by service type • Calls by technician • Monthly call history • Technician productivity • Labor budgets • Pricing • Flat rate pricing • Open calls • Call backs • Warranty calls • Technician quotes • Calls to reschedule • PM Calls • Agreement renewals • Equipment reports • Warranty expirations • Accounts receivable • Technician management • Vehicle management
Revmetrics Gives You The Ability To Manage Sales • Overall leads • Sales summary • Sales summary by sales person • Staff leads • Overall sold jobs • Sold jobs by sales person • Commissions • Sales performance by person • Accounts receivable • Sales plans • Sales follow up • Call backs • Open Calls • Staff management
Revmetrics Gives You The Ability To Manage Projects • Builders • Manage projects thru all phases • Quotes • Margin calculator • Budget verses actual • Track and compare budgeted and actual project costs by phase • Direct costs • Other costs • Labor costs • Equipment • Add products • Add manufacturers • Add Items • Build and manage equipment templates
Revmetrics Gives You The Ability To Manage Opportunities • Lead performance • Marketing budgets • Revenue by category • Zip code • City • Sales type • Agreement and non agreement customers • Inactive customer • Pending tech quotes • Lost sales • Old and inefficient equipment • All opportunities • Leads from existing customers
To Promote Your Success • On-Time Service Delivery • Customer Information at Your Fingertips • Efficient Use of Field Resources • Mobility • Customer Satisfaction • Revenue Growth • Improved Profitability
Efficiently manage customers and service Maximize sales, marketing and service delivery capabilities Identify revenue opportunities with existing customers Easy to use Mobility – makes the customer doorstep your office Scalable – can grow with you Multi-level access privileges Revmetrics User Benefits
Revmetrics User Benefits • Access your data anytime, anywhere • No software to download, install or update • Upgrades and support included in subscription price • Rapid results – positive ROI in month 1 • Make more money and keep more of the money you make
System Security • System Secure – 128 bit encryption • Servers at secure location • Unaffected by loss of power • Staffed 24x7 • Hot stand-by system available 24x7 • Runs on a different server than the main system, but uses the same database
Signing Up Is Easy! • Enroll on line or by phone • At www.esolidate.com • Or call 866-388-3106 • Single user license just $69 per month Invest in the future today with Revmetrics!