KumoTeam is a SaaS application developed to Automate & Track any business process where teams are out in the field interacting with customers.
The solution allows a company to respond to customer request with real time data on the location (on a Map) & availability of their Field staff.
The Mobile interface allows staff to receive & perform job assignments including invoicing & receiving payments from the customer.
Intelligent Dashboards are available for management to have a real time , birds eye view of their business.
WSI Internet Consultants will work with you to help configure the solution to your needs & get it adopted by your team.
- Home Repair
- Field Sales Teams
- Service / Installation
- Insurance Adjusters
- Dispatch / Call Centers
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- Consolidated View of your company – Across branches or offices.
- LIVE MAP view of your entire team.
- View & Manage your Teams Schedule.
- Assign Jobs directly to your Teams iOS / Android Phones.
- Send Invoices to customers & collect payments.
- Real Time , Intelligent reporting to help you make smart decisions.
- Customer Calls –>; Attendant Answers Via Attendant Dashboard.
- By the ZIP Code & Address, System Locates the Customer on a Map & Displays Staff Near the customer, Staff Schedule is also Displayed.
- Attendant Finalizes the appointment directly into the selected Staff Schedule.
- Appointment Goes to Staff iOS/Android Device & Confirmation Email goes to customer.
- Staff sees the job description & gets driving directions on their iOS/Android Device. Staff arrives at the site, assesses the problem & checks Inventory directly form their iOS/Android Device.
- Staff does the job, works on the Invoice on their iOS/Android Device & Invoice + Payment receipt is emailed out to the customer.
- Staff becomes available again on the Attendants dashboard.
- Management Can see the added customer & Revenue + Reduced inventory in their dashboard.
A Plumbing company in Toronto with 20 Trucks was struggling with managing Team Schedules & their customers main complaint was a time window "2-6PM". They had no way of tracking payments & ensuring jobs that customers were notified in case the Tech was late.
- We stepped into deploy the Home Repair SaaS solution where now all Techs have the application on their iPhone / Android device.
- The Dispatch knows EXACTLY where the tech is & the days schedule for each Tech.
- The system automatically calculates Skill , proximity & schedule to assign the job to the right technician & the customer can get an accurate appointment right over the phone.
- Techs can send out invoices directly to the customer from their phones & Record payments.
Customer Benefits
- Average call time per customer with dispatch down by 55%.
- Jobs per day per technician increased by 30%.
- Customer Satisfaction up due to the regular updates sent directly by the system.
- Management has full financial visibility on a daily basis.
- Quick Deployment – Get Started & Trained over a weekend!.
- Web & Mobile SaaS Solution – No Hardware Costs.
- Process Automation – Reduce Staff Workload.
- Live Locations & Schedules – View your Team in Real time.
- Real Time Reporting – Visualize your business Instantly!.
- Track Ad Sources – See what marketing dollars are working for you.
- Customer Interaction – Be proactive with your customers Automatically.