Archive for Customer Management

In this video tutorial, we show how to set up default activities in the admin panel so that users can more maximize the benefits of the integrated CRM (Customer Relationship Management) functions within the Workman’s Dashboard app for contractors.… Read more

IT and the Exit Strategy

You’ve no doubt heard many pitches proclaiming how information technology can help you run your business. But can IT help you when you’re getting ready to retire or seek a new opportunity?  

As it turns out, information technology helps the specialty contractor sell his or her operation and realize a higher price. The biggest monthly expenses contractors see are for … Read more

I created these videos below using the new “auto awesome” feature in Google+ Pictures. Each took less than 10 minutes to create. They’re not perfect, but they didn’t take thousands of dollars to pay a third party to produce, or require a lot of time. It’s a great way to get new content onto your website or social media profiles … Read more

When’s the Right Time to Fire your Customer?

I always find it amusing when someone calls our office and asks, “do you guys do free bids?” Are there actually any contractors that charge to perform bids?

The whole “free bid” thing is a curse on our industry that will probably never go away. Nevertheless, although this is what consumers expect and demand, we should always be analyzing who … Read more

Never Forget to Invoice a Job

Getting paid and managing cash flow can be an ongoing struggle for contractors.  While chasing down certain customers to collect payment is a struggle that will never go away, one priority we established at our contracting business was that we must have our own clerical house in order.

More specifically, although we perform over 1,000 separate jobs each year, we … Read more

Deciding When to Say “No!”

We have a saying that’s developed around the office in the last few years: “sometimes the easiest decisions are the hardest ones to make.” When faced with these types of issues, being able to pull powerful and relevant data can be the best thing to make rationale, rather than emotional, decisions.

When it comes to sales, it’s difficult to fight … Read more