[rev_slider alias=”jms-window-cleaning”]

Assign Rounds

Assign Rounds

Assign Rounds makes management more straight forward

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Staff Attendance Calendar

Staff Attendance Calendar

A calendar showing whose in/ who’s booked time off/ whose late etc

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Staff Rota Calendar

Staff Rota Calendar

Calendar accessible to everyone making organising work times easier

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House Rounds

House Rounds

House rounds are use to organise work for homes.

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Key Features


  • Standard CRM Features

    It provides all standard features available as mentioned in the CRM Section

  • Schedule Jobs

    Schedule and store multiple window cleaning jobs in one place

  • Generate Reports

    Group different types of window cleaning jobs in categories and generate reports and allocate specialist jobs to certain staff members

  • Create Recurring instances of Same Job

    Create recurring instances of same job e.g. weekly/daily/monthly/yearly cleaning of commercial window cleaning and let the system remind you when the next job is due

  • Automatic Allocation Of Jobs

    Allocate vans/vehicles, lifts, washers, cleaning material and relevant staff to relevant jobs

  • Create Daily Task List

    Group window cleaning jobs together and create a daily work round and assign the grouped jobs to your work teams and even to individuals

  • Monitor Staff Performance

    Monitor/track your material used in each job and consumables usage and set re-order levels

  • Track Material Usage

    Group window cleaning jobs together and create a daily work round and assign the grouped jobs to your work teams and even to individuals

  • Handel Quotations

    Allow your field staff to create, save and email quotations while they survey the site using the Mobile/Tablet app

  • Tablet Application

    Allow your field staff to change the status of the job from tablet app, put special notes/comments for office record

  • Print Work list from Mobile or Tablet

    Print daily work list for individual staff members as well as teams directly from Mobile/Tablet so they know what work they have to carry out every day

  • Invoice Generation

    Generate the invoice manually on completion of the job or schedule the system to generate and email invoices for individual jobs or in a group. Also you can have the invoices to be generated automatically on specified day of the month/quarter/year on regular basis for recurring jobs. For block of flats and housing associations where multiple properties belong to one landlord/owner, you can group all the jobs to generate one invoice with the itemisation of the work done on each property

  • Keep Track of Payments

    Where cash is collected on completion of each job, the Mobile/Tablet app allows the cash collector to change the payment status of the job- this is then reflected in the Cloud based system for office staff to keep track of the payments

  • Build and Track Contracts

    Build Contracts with start and expiry dates. Track the usage of the contract, this feature also allows you to keep a track of whether you have done extra work for your client which was not part of the contract and should really be charged separately. Set the reminders on the renewal dates for these contracts or set the system to send your clients scheduled emails prior to the expiry of the contracts.

CRM Applications


  • Mobile | Tablet App

    This Cloud based app comes with a Mobile/Tablet app that enables any cleaning company that offers services to large amount of residential and commercial clients so they can keep a track of their business effectively

  • Live Information of Business Activities

    The business owners, office staff and field staff can all be informed of the business activities as a whole and also the clients can be kept up to date with the progress of the jobs

Do you need help finding the right CRM Solution for your business?

Talk to us today

CRM Development Process


Step 1

NDA

Discuss ideas securely, with peace of mind.

Step 2

Tuning

Requirement gathering and fine tuning your idea.

Step 3

Feasibility

Competitor analysis, to devise a fine business plan.

Step 4

Finalising

Discussion on deliverables, costs and milestones.

Step 5

Feedback

Eloquent communication on regular basis during development

Step 6

Launching

Taking CRM live, after prior approval.

Step 7

Support

Technical support service after release.

Why SenServe for CRM Solutions


    • At SenServe Limited, we have the experienced Development team that has delivered some consumer and large corporate business CRM.
    • We always like a new challenge where our customers present us a business challenge that we can solve using mobile technology.
    • Our CRM building process and the designs are tailored for you so it reflects your business and addresses the challenges your business face.
    • With our in-depth knowledge, experience and hunger to take on a new challenge will help you build and release the CRM you really want.

  • Sign confidentiality agreement (NDA) to protect your idea

    This allows you to discuss your idea openly and gives you confidence that your idea is secure and we will not copy it for your peace of mind.

  • Initial idea discussion & Requirement Gathering

    We understand the need for a CRM give you feedback during the discussion of how to further fine tune your idea. At this stage we also do a detailed requirement gathering and your vision for the CRM life cycle. This helps us in the later stages of proposal, costings, timelines and scope of works.

  • Create CRM Success Feasibility Report

    Based on the discussions during the Requirement Gathering stage, we do a competitor analysis and also if required help you understand better the potential success of the CRM.

    This could also mean we help you put together a business plan, costs and income forecasts where required.

  • Finalise features, deliverable, timescales and costs

    Based on the previous discussed stages, by this point you should have a clear idea whether the CRM idea that you have is potentially a success. We discuss the features, deliverables and provide you the costs, milestones and timescales.

  • Work on the CRM with regular updates & gain your feedback

    If all the above sounds good, we get to work on your CRM. During the CRM build process we communicate with you on regular basis. We gather your feedback and incorporate the changes until you are entirely satisfied.

  • Launch CRM Live

    Once you have seen and approve the final build of the CRM we will make it live based on your preference.

  • Support, Help and Guidance after the CRM Release

    We help and provide support wherever we can to make your CRM a success. We also offer technical support service after the CRM is released and also help you wherever we can to promote the CRM further.

  • Sign confidentiality agreement (NDA) to protect your idea

    This allows you to discuss your idea openly and gives you confidence that your idea is secure and we will not copy it for your peace of mind.

  • Initial idea discussion & Requirement Gathering

    We understand the need for a CRM give you feedback during the discussion of how to further fine tune your idea. At this stage we also do a detailed requirement gathering and your vision for the CRM life cycle. This helps us in the later stages of proposal, costings, timelines and scope of works.

  • Create CRM Success Feasibility Report

    Based on the discussions during the Requirement Gathering stage, we do a competitor analysis and also if required help you understand better the potential success of the CRM.

    This could also mean we help you put together a business plan, costs and income forecasts where required.

  • Finalise features, deliverable, timescales and costs

    Based on the previous discussed stages, by this point you should have a clear idea whether the CRM idea that you have is potentially a success. We discuss the features, deliverables and provide you the costs, milestones and timescales.

  • Work on the CRM with regular updates & gain your feedback

    If all the above sounds good, we get to work on your CRM. During the CRM build process we communicate with you on regular basis. We gather your feedback and incorporate the changes until you are entirely satisfied.

  • Launch CRM Live

    Once you have seen and approve the final build of the CRM we will make it live based on your preference.

  • Support, Help and Guidance after the CRM Release

    We help and provide support wherever we can to make your CRM a success. We also offer technical support service after the CRM is released and also help you wherever we can to promote the CRM further.

CRM Integration


thunderbird
xero
Textanywhere
Quickbooks
plivo
docuSign
zapier
clickatell
asterisk
tally
mailchip
paypal
mozillafirefox
dropbox
authorizednet
msoffice
Magento
Twilio
google
Exchange
gmail
Outlook
Googledrive

Our Clients


Weightmans
Raheela Beauty Parlor
Bahar Masala
JD Phones
Midland Furniture Company
Man vs Food Grill House
Gyro King
Aneesa’s Buffet Newcastle
Hazel Access
Cabling Technology
Ideal Properties
C & D Hair and Beauty
Leon Wright
CEIA
Studio44 North
I-Netco Ltd
Perspective Consett
North East Care Homes
Rosewood Care Home
Your Canvas Image
Cormeton Electronics
HM Residential
Persistence Fitness
EJ Nelson Engineering
Ace Car and Van Hire
Low Cost Minibus Hire
Flannagans Accountants
Orange Yoga
CA
Hazel
Dixy
UK Law

Testimonials


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