1 i n t u i t c o n f i d e n t i a l esc – electronic service control solution introduction...
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1I n t u i t C o n f i d e n t i a l
ESC – Electronic Service ControlSolution Introduction
Contact Information Thomas M Fanelli
V.P. Sales and Marketing800-226-7529
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Solving Customer Needs
• Critical Mid-Market Customer Needs Addressed?•Tracking Industry Specific Account Information•Tracking Warranty and Equipment Information•Efficiently Scheduling Service Calls•Tracking The Progress of Service Calls•Scheduling the Closest Technician•Tracking and Reporting on Account Service History•Streamlining Information Flow to the Service Tech in the Field•Automated Billing for Recurring Service Contracts•Multi-Warehouse Inventory, Bar Code Scanning, Serial Number Tracking
• Key Requirements for the Right Solution? •Easy to Use Interface•Integrates in Key Areas with QuickBooks•Provides Training and Technical Support•Affordable Priced•Scalable as Company Grows•Low Cost of Implementation
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Target Customer Profile
• Business Types/Key Industries•Mechanical Contractors: Heating, Ventilation, Air Conditioning (HVAC),Plumbing, Electrical
•Technology Service Companies: Computer Service/Support, Telecommunications,Alarms/Security Companies, Audio/Video
•Other Service Providers: Pool and Spa, Pest Control, Lawn Care
• Business Size (employees, annual revenue)•1-75 Employees•1 to 5 Ratio of Office Staff to Service Techs•Average Service Tech Revenue per Year $300,000•20 Person Company Average Sales: $4-5 Million
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Target Customer Profile
• Organizational Characteristics:– Number of Locations - 1– Departments – 2-5 – List Departments– Key Workflows/Jobs to Solve:
• Typical Business Management Solutions Deployed•Customer Access Database•Outlook for Dispatching•Excel for Service Agreements•QuickBooks•Standalone All-In-One Service Management Solution
The primary workflow involves a service call coming into the dispatcher. At this point they will look up the customer account and verify a variety of information. Once the dispatcher has this info they will not the problems, then save the call. They will then be able to schedule the service call using the dispatch board, track the arrival, working, and completion times of the technician. Then they can easily generate an invoice from the dispatch billing for the work. At this point they will post the invoice over to QuickBooks and then receive payment.
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Solution Overview
• Key Features & Functionality•Dispatch Boards•Integrated Mapping and Routing•Visual Call Management•Track Specific Customer/Service Information•QuickBooks Integration Wizard
• Competitive Advantages & Brand Attributes•In-house Development, Support, and Training•26+ Years In Business•First Service Package to Integrate with QuickBooks•Gold IDN Members
• QuickBooks Enterprise Integration Overview•Customer, Job, Vendors, Accounts Payable, Invoicing Integration
• End-User Pricing•Average Sales $4500
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Solution Demonstration
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Resources Available
• Describe the available marketing, sales and support resources available including:
– Online Tutorial Videos– 30-Day Trial & Online Trial– Brochures and Demo Disks– QuickBooks Case Study– QuickBooks ProAdvisor Review– System requirements– Email and Phone Support
–Support is Call Back based–Hours 8:30-5:30EST–Unlimited Support and Updates $850 per year
– Remote PC Control– Knowledge Base