Marketing For Service Business: The Dos and Don'ts
26 November 2021
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Orderry fits all service business types
Mono- or multi-brand
Full-service or one-man shop
Field jobs, multiple locations,
or franchise
Work Order Management: From Leads To Repeat Sales
Automate Routine Tasks
Orderry simplifies the way you process work orders at every stage of your workflow:
Default work order types and individual status sequences for different locations
Client-payer fields to distinguish private and corporate clients
Event feed with a history of works performed, team members involved, and parts used
Professional-looking invoices in a few clicks
Plan Fieldworks in the Scheduler
Use the Orderry scheduling feature for effective field service management:
Evenly distribute the workload among technicians and manage call-outs
Control the quality of fieldwork and your overall service company’s score
Find a convenient appointment time for clients in seconds
Book a 15-minute Demo to see how Orderry can save you time = money
Build an Outstanding Customer Service System
Orderry is the service business CRM solution providing structured data with essential details about your prospects and customers. Use this information to create a personalized and memorable experience.
Converting leads
Convert leads to customers and gain repeat business
Alerts & Reminders
On-my-way alerts and appointment reminders
Automatic notifications
Automatic notifications on work order status changes and promotions
Customer history
Customer histories and custom discounts
Automate business processes with Orderry!
Combine Sales and Services
With the right software for service businesses, you can manage sales on the same platform, whether you have a simple shop or multiple locations.
Integrate Orderry with popular marketplaces and sell online or in-store
Pre-installed service directories and customizable product cards
Synchronization of sales and work orders with the digital warehouses
Unlimited number of cashboxes for different income sources
Convenient pricing management via cloud-based software
Unified database of customers and prospects
Simple work order processing
Streamlined field service operation
Online and offline sales
Take Control of Your Finances
Control your finances, manage taxes, plan budgets, prevent cash flow gaps, and increase business profitability.
Payments and Returns
Company-wide and location-based cashboxes for cash and cashless operations
Track Expenses and Revenues
Control cash flow by line items and reduce unnecessary expenses
Manage Balances
Mutual settlements with private and corporate clients, suppliers, and debt control
Automate the Tax Rate Application
Let the Orderry software for small businesses keep records of your company's taxation to avoid errors and time-consuming calculations
Inventory Management
Create digital warehouses for goods and assets, and perform transfers, postings, and stocktaking in just a few clicks. Analyze your stock with the Assortment Analysis report, adjust pricing, and eliminate unprofitable items.
Clients’ Assets
Organize storage of clients’ property you service
Assortment Analysis Report
Identify your fast and slow sellers to create an attractive assortment
Automated Processes
Add goods to work orders or sales. Transfer, post, and write products off in bulk. Conduct full or partial stocktaking, generate serial numbers and price tags in seconds
Inventory Control
Keep track of what's in stock and estimate the minimum balance of each item so you can restock on time
4 stocktaking methods to choose from
Barcoding
Serial accounting and bin locations
Inventory reporting
Control your business from anywhere with Orderry!
Essential Reporting For Businesses That Offer Services
Orderry generates inventory, work order, employee effectiveness, and financial reports in visualized and understandable form so you’ll instantly see what is happening with your company.
Analytics company-wide and by locations
Company Insights Report with interactive diagrams and trends
Real-time updates and historical data
Over 20 types of reports on various business areas
Activity Log of all events in the system
Reporting on ad campaigns and customer reviews
Manage and Motivate Your Employees
Boost the efficiency of your team with time-saving features included in our software package for small businesses
Set up payroll in more than 8 scenarios for error-free calculations
Send automatic alerts of a new work order or status change to employees
Monitor each employee's performance
Track spare part balances per technician
Set up incentives to reward good performance
Individual access right limitations
Activity tracking in the system
Employee performance reports
Deadline control of tasks and work orders
Install Free Mobile Apps
Mobile Access For Business Owners and Managers
The Orderry Business Insights mobile app allows you to manage your company from anywhere:
Track key metrics for the day and summaries for any period
Monitor cashbox statuses and customer feedback
Quickly contact employees via the app
Increase account security through two-factor authentication
Tablet-Friendly App For Service Contractors
The Orderry Work Orders application helps your mobile team process jobs on a smartphone or tablet:
Attach images and files to work orders
Leave private and public comments
View a client’s address on the map, check out service history and customer information
Update statuses and accept payments in the field
Overview all work orders at a glance and quickly find the one you need
Book a 15-minute Demo to see how Orderry can save you time = money
Affordable Service Business Automation Solution
No installation is needed, just open your browser on any device and get started
Integration with 200+ services via Zapier for more opportunities
Comprehensive user support 24/7 included in all pricing plans
Regular updates and new features
Personalized onboarding, self-serving Help Center, and tutorial videos on YouTube for a quick and effective start
FAQ
What is software for service businesses?
A service management software solution will help you organize processes, manage customer communications, keep work orders, scheduling of calls and appointments, and regular maintenance visits in order. The most popular type of this software is cloud-based platforms as they offer an accessible user experience and attractive user interface and don’t require time-consuming installations or updates. You just need to sign up on the platform, select a monthly or annual subscription, specify your industry and the system will automatically give you access to preset templates and service directories according to your area of business activity.
Such tools should handle the following tasks:
- Managing customer contacts, including names, phone numbers, and email addresses.
- Generating invoices and viewing customer payments, feedback, and complaints.
- Tracking customer interactions and opportunities over time.
- Analyzing the company’s performance to meet customer expectations better.
- Organizing inventories of spare parts used in repairs and maintenance services.
You can manage these business operations and track finances, get high-value insights into analytics, and automate payroll computing in a cloud-based solution like Orderry. This modern CRM system is specifically designed for small service businesses so you can be sure its features will meet your business needs.
Can employees process work orders on mobile devices?
If you have field employees, the best solution for them would be to manage repairs via the Orderry Work Orders mobile app for field service businesses. It offers a range of features like viewing all active work orders, using a quick search, editing the work order information, and changing statuses in the app. Your field technicians can focus on doing their job without paying much attention to administrative tasks.
What are the key features of the Orderry Work Orders mobile app?
The Orderry Work Orders application enables your field team to process work orders on a smartphone or tablet. The powerful features include:
- accessing work order data and searching through the work order list
- tracking of all changes made to work orders in the Event Feed
- editing jobs and changing statuses
- commenting or leaving private notes
How can an all-in-one field service management software improve customer management?
The main focus of using service business management software is finding ways to help your staff have a higher quality job and better understand the customers and their needs. A cloud-based field service management solution like Orderry helps businesses that operate in the field stay in touch with clients, negotiate deals, get the most out of each project, reconcile financial data, analyze service lifecycle, get instant alerts about new work orders, improve actual scheduling, quickly generate quotes and invoices, and more. They also offer insights into key performance indicators to inform business decisions and improve customer experience.
What additional features does the Orderry field service software solution offer small businesses to improve their daily operations?
Besides customer and work order management features, Orderry has a set of additional service management functionalities that aim to streamline processes in all business areas:
- Lead Management. You can build workflows with statuses for effective lead processing.
- Built-in Calendar. With the features Work Order Scheduler and Employee Work Schedules, you get a handy calendar view of all available time slots of your techs and company’s resources, as well as manage work schedules and calculate daily and hourly wages.
- Document templates. With preset templates for your industry and flexible forms, your employees can save time and effort when dealing with data entry and document creation. To reduce the risk of human error, the system will autofill customer and asset data and save document preferences for future use.
- Expense tracking. With virtual cashboxes and various reports on financials in Orderry, you can monitor your cash flow and improve your business's bottom line.
- Real-time data insights. The Company Insights Report empowers you to analyze how your company is doing and what growth points are in sales, work orders, and workforce management.
Does Orderry integrate with QuickBooks Online?
Yes, it does. This integration lets you synchronize your accounting data between Orderry and QuickBooks Online. The sync works for customer contracts, warehouse products added to work orders, invoices, and taxes. With this integration, you can save time on data entry and improve expense management in your company. Alternatively, you can integrate your account with Xero.
What is field service software?
Field service solutions help businesses manage and coordinate their field service operations. It provides tools and features that enable businesses to schedule and dispatch field technicians efficiently, track their location and progress, manage work orders and service requests, and communicate with customers and team members in real-time. Field service software also typically includes features for inventory management, equipment tracking, route optimization, and reporting and analytics, allowing businesses to optimize their field service operations and improve customer satisfaction.
