Improving customer project management and support for sales associates

Sales associates previously had to use multiple systems to gather job information while the customer was standing in front of them. Now they can quickly look up a customer and see associated active jobs which gives them direct access to handle any immediate need.

Creating an estimate and showing a customer multiple options was only possible with many workarounds and tricks to the system each of which forced associates to lose previous work. Now they can create an estimate with one set of options and copy it to create another version with changes.  Each estimate is saved and attached to the customer account for later retrieval.

Sales associates primarily kept track of jobs in paper printouts in a folder that was passed around the store which made it easy to lose vital information. Now all vital information and job history is in one comprehensive view that all store employees can use to learn about a job and its status.