Clearview National October 2019 - Issue 215 | Page 86

BUSINESSNEWS
ADMINBASE GOES MOBILE WITH CONNECTED
SALES, SURVEY, FITTING AND SERVICE APPS
The world’s most comprehensive installer management system just got even better.
» » AB INITIO’S ADMINBASE, WHICH SALES SERVICE SUPPORT
for more than 20 years has been the sales and
management system of choice for UK window
and door installers, has now been extended
through a launch of mobile apps that include
sales, survey, installation and remedial services,
which fully integrate every stage of the
marketing to after-sales support process.
Utilising the latest mobile computing
technology, AdminBase now allows these
key tasks to be managed and completed in
the customer’s home, with all inputs sent
automatically into the central system via the
latest mobile computing technology. Despite
the advanced technology behind the system, all
entries are made using intuitive, simple inputs
easily managed by even technophobic operators,
with data sent and recorded centrally to ensure
accurate records are available throughout the
process; indecipherable scrawls on scraps of
paper are a thing of the past.
Suitable for all installation operations from
a single user up, the AdminBase apps eliminate
duplication and errors caused by transcribing
hand-written notes in to spreadsheets,
word documents, production and accounts
systems, reducing time, cost and the potential
for mistakes at every stage. Mobile tablet
computers with apps designed specially for
canvassers, sales representatives, surveyors,
fitters and service engineers utilise simple forms
that automatically take the user through pre
set stages of their particular function. The apps
allow contract-legal signatures to be collected
and transmitted directly back into the central
AdminBase system. The AdminBase sales app allows the creation
of quotes that may be emailed to the customer
whilst still at their property. Using simple and
intuitive inputs that may be customised to the
user’s requirements, the quotation may easily
be converted to a contract with signatures
captured directly on screen and a digital
copy sent immediately to the customer. All
information is uploaded directly on to the office
AdminBase system for immediate processing. Service Engineers are served with their own
app that, for example, describes the products
installed, and any remedial work required.
Any previous service history is also advised.
Outstanding balances are noted for collection and,
as with each stage, customer signatures may be
input directly and sent direct to head office, with a
digital report sent automatically to the customer.
SURVEYING
All information recorded using the Sales app
is transferred to the AdminBase Surveyor app.
The surveyor may then make alterations to
the original information, noting access, risks,
and adding other notes for the fitting team,
including photographs and freehand drawings
input directly into the app. A Variation of
Contract may then be created for signature by
the homeowner.
FITTING
After full evaluation by management all
fitting instructions will be sent to the fitters
equipped with a tablet and their own app.
Following installation an electronic sign off
may be obtained from the customer, as well
as feeding back problems encountered and
remedial work required.
‘it will revolutionise the
sales and installation
process where it counts
most – with customers
in their own homes’
FULLY INTEGRATED
WITH ADMINBASE
All other stages of a sale are fully integrated
with AdminBase including marketing and customer
records management, contract and order
processing, and all financial functions including sales
and purchase invoices via integration with most
popular accounts packages.
AdminBase instantly offers the latest
management information such as Sales by
Product, Orders on Hand, Contracts Sold Not
Yet Ordered, Goods Ordered Not Yet Fitted
and financial information such as Balances
Outstanding, Job Profit by Contract, Work In
Progress valuation. Every stage may be fully
customised to user’s exact specifications.
Available via highly affordable monthly
subscription, AdminBase will revolutionise,
streamline and yet simplify every stage of the
fenestration installation process. AdminBase
Installation is managed with full training given
to every user to ensure smooth, seamless
transition. To date, AdminBase already has more
than 3,000 users throughout the UK.
Rhonda Ridge, who wrote AdminBase more
than 20 years ago after working as finance
manager with a window and door installer,
says that the latest mobile technology has now
allowed the introduction of the system she
always dreamed of: “Of course we always wanted
to include on-site functions into AdminBase,
including sales, survey, fitting and after-sales and
the latest tablet computers combined with
‘Cloud’ technology and decent mobile speeds, has
allowed us to fulfil that dream. This is the most
comprehensive fenestration installer management
system in the world and it will revolutionise the
sales and installation process where it counts
most – with customers in their own homes.”
www.abinitiosoftware.co.uk
86 » OCT 2019 » CL EARVI E W- UK . C O M