Call Center

We have a dedicated state of the art call center that handles all customer inquiries and leads. Scheduling and routing is systematically performed through our proprietary customized CRM software. Clients can book appointments, make payments, and receive notifications over the phone, online, or by texting.

  • Over 45 customer service representatives
  • 24 hour/ 7 days a week call center
  • Local phone numbers
  • Prescheduling annual maintenance for residential and commercial clients
  • Manage customer relations
  • Optimal GPS truck routing
  • Zone management
  • Text and email appointment confirmations
  • Live chat system
  • Proprietary scheduling
  • Online scheduling and secure payments

Bookkeeping (optional)

Our bookkeeping department will process all invoices for service and installations. Payments are processed and deposited directly into your business bank account to help maintain a positive cash flow. Expenses are processed and await your approval to be coded to the proper GL accounts and reconciled monthly.

  • Onsite credit card processing
  • Secure online payments
  • Customer billing
  • Accounts Receivable – record and process incoming payments
  • Accounts payable – record and process bill pay
  • Credit card, bank, and general ledger reconciliations
  • Automated collection call and emails
  • Flat Rate Pricing for Residential and Commercial clients
  • Backend comparison reports for financial management such as income, balance, and general ledger statements
  • Automated backflow test submission

Sales

Our Sales Team will help you to develop and promote the most competitive and cost effective design proposals in the industry. From the very first call, clients will receive a professional and well-orchestrated process to ensure each service and installation is performed flawlessly.

  • Independent sales department
  • Track closing rates and material sales
  • Automated sales follow up calls
  • Onsite emailing of estimates and invoices
  • Ongoing sales support and training
  • Custom built estimating software with easy to use templates
  • Estimating templates for renovations and installations
  • Easy to sell Upgrade Packages
  • Pricing guides for over 10,000 service items
  • Permit filing guidance
  • Branded Sales Brochures