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 chains for different locations
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
Plan work orders in advance
Build an Outstanding Customer Service System
Orderry is the service business CRM solution. You’ll have structured data that shows important 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
Automatic notifications
Automatic notifications on work order status changes and promotions
Alerts & Reminders
On-my-way alerts and appointment reminders
Service history
Service history and custom discounts
Automate business processes with Orderry!
Combine Sales and Services
With the right software for service businesses in place, you can manage sales on the same platform, no matter 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
Pricing management
Unified database of customers and prospects
Save time on work order processing
Field service management features
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
Online cashboxes for cash and cashless operations, company-wide or location-based
Track Expenses and Revenues
Control cash flow by line items and reduce unnecessary expenses
Manage Balances
Mutual settlements with customers, suppliers, and debts control
Automate Application Of Correct Tax Rates
Let the Orderry software for small businesses keep records of your company's taxation to avoid errors and time-consuming calculations
Well-Organized Inventory
Create digital warehouses for goods and assets, perform transfers, postings, and stocktaking in just a few clicks. Analyze your stock, adjust pricing, and get rid of unprofitable items with the Assortment Analysis report.
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 important inventory, work order, employee effectiveness, and financial reports in a visual and understandable form so you will instantly see what is going on with your company.
Analytics company-wide and by locations
Company Insights Report with interactive diagrams and trends
Real-time 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
For Executives 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
For Office and Field Employees
The Work Orders App helps employees process work orders on the go:
Attach images and files to work orders
Leave private and public comments
View your event feed and all work order information
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, 24/7 user support included in all 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?
This is a business management solution that will help you organize processes, manage customer communications, and keep things like work orders and scheduling of appointments and regular maintenance visits in order. The most popular type of this software is cloud-based platforms as they are accessible from any device and don’t require time-consuming installations or updates. You just need to sign up on the platform, choose 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 as well as viewing customer payments, feedback, and complaints.
- Tracking customer interactions and opportunities over time.
- Analyzing company’s performance to find ways of better meeting customer expectations.
- Organizing inventories of spare parts used in repairs and maintenance services.
You can manage all of these processes as well as track finances, get high-value insights into analytics and automate payroll computing in Orderry. This modern CRM system is specifically designed for small service businesses so you can be sure its features will meet your business needs.
Is there a way employees can process work orders on mobile devices?
If you have field employees, the best solution for them would be to manage repairs via the Orderry mobile app. It is possible to view all active work orders, use the quick search, edit the work order information, and change statuses right in the app. Your field technicians will be able to focus on doing their job without paying much attention to administrative tasks.
What are the key features of the Work Orders mobile app?
The Work Orders App enables your field team to process work orders while being on the go. 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 to have a higher quality job and a better understanding of the customers and their needs. CRM systems like Orderry help businesses that operate in the field stay in touch with clients, negotiate deals, get the most out of each project, reconcile financial data, get instant alerts about new work orders, schedule time on calendars, quickly generate quotes and invoices, and more. They also offer insights into key performance indicators to inform business decisions and provide a better customer experience.
What are additional features of the Orderry CRM that helps small businesses improve their daily operations?
Besides customer and work order management features, Orderry has a set of additional 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, 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 there in sales, work order and workforce management.
Does Orderry integrate with QuickBooks Online?
Yes, it does. This integration enables you to synchronize your accounting data between Orderry and QuickBooks Online. The sync works for customer contracts, products from warehouses added to work orders, invoices, and taxes. With this integration, you will be able to save time on data entry and improve the expense management in your company.
