ServiceM8 franchise software solution offers a complete end to end solution for franchise businesses. In this post, we are going to provide an insight into each of the key areas of ServiceM8 franchise software solution.
The call center Management module allows staff to quickly accept phone bookings and instantly allocate inquiries to the correct franchisee. Call Center staff can bring up client details from all franchisee accounts and have instant access to the complete job history. This allows the call center to quickly answer customer inquiries about existing work without needing to contact the franchise to find out what’s going on.
Call Center staff can add notes to the franchisees job to let them know that the customer called, and provide any updates from the customer. When entering a new inquiry. Call Center staff can tab through the fields to enter client and job details fast.
They can set job category, and marketing source for franchise wide reporting, job templates applied in the call center are automatically applied to the franchisees account, making it easy to help franchisees follow standard business processes, jobs are automatically allocated to the correct franchisee based on the location of the inquiry and the service region of your franchisees. If the allocated franchisee isn’t suitable for the job. Call Center staff can change it before sending one sent, the inquiry will instantly be available in the franchisees inbox, where they can convert it to a job with all information transferring seamlessly.
In addition to receiving jobs through the call center module. Customers can send inquiries through the online booking form here, they can even add photos to help explain the work that they need to be done. Once submitted the inquiry is instantly routed to the correct franchisee to keep your customers in the loop, you can set up an automatic enquiry confirmation email that sends once the enquiry is received successfully. You can even personalise the email to let your customer know which franchisee will be in contact.
Inside franchises, you can set out new franchises, and set the regions that their service enquiries can be allocated, either by postcode or with a geographic region geographic regions have flexible and allow you to tour out the allocation area on a map – but take a little bit more time to set up. The Head Office account can have any number of franchisee accounts created under it and can access each account, instantly. Sending franchise wide campaigns have never been easier. Simply connect your head office account to MailChimp, and will automatically sync your customer list. So all you need to worry about is what great message you want to share with your customers, ServiceM8 makes it incredibly simple to sit update and maintain a huge range of account settings.
The process is simple, in your head office account, you set what you want to be deployed across all franchisee accounts. For example, if you wanted to set a standard logo and email signature:
- You would upload your logo to your head office account.
- And then customize your email signature.
- Then, set that you want these settings to be deployed to your franchisee accounts.
- Then from inside franchises, click Deploy settings.
Click Next – and that’s it. Within 15 minutes, your franchisee accounts will have the settings deployed into their account, newly created franchisee accounts automatically start with the settings that you’ve deployed. If you need to make updates, make the changes in your head office account, and then just re-deploy the settings, any settings that are managed by the head office will be locked off in the franchisee account.
ServiceM8’s franchise reporting engine is incredibly powerful, providing management with instant franchise wide insights into productivity, customer satisfaction, and financial health, you can see what marketing source is driving most of your revenue, who are your top-performing franchisees, and even how long it is taking for your franchisees to get paid? You can also filter reports to show individual franchises regions or reporting categories.
If you have any questions about how to use the franchise solution, we have worked with a number of engineering service companies to explore how ServiceM8 franchise software solution can help them grow their geographical business footprint – at a lot lower risk than a more traditional expansion model, like an acquisition or major capital investment. (You can find out more about ServiceM8 here.)
(ServiceM8 franchise software solution also provides an incredible way to set up a Mini Franchise for engineering service and facilities management companies that have incredible staff – and are afraid of losing them, if they chose to set up on their own!)