Pro Installer February 2024 - Issue 131 | Page 33

Software & Technology
FEBRUARY 2024 | 33

Software & Technology

SOFTWARE SYSTEMS MAKING LIFE EASY FOR INSTALLERS

Software integration at a leading provider of double-qualified home improvement sales leads is proving invaluable for installers .
Leads 2 Trade , which provides high-quality double glazing , conservatory and conservatory roof replacement leads for its members from its portfolio of consumer websites , has continually refined its lead delivery , culminating in its premium
‘ no pitch , no fee ’ appointment booking lead service .
Alongside that , the company has had to develop its software systems too , helping to make the sales process as easy as possible for members , and both the installer and consumer are kept informed every step of the way through Leads 2 Trade ’ s integrated software .
Andy Royle , co-founder and MD of Leads 2 Trade , explained : “ Once the lead has been qualified and appointed our team confirm a date and time for the appointment and communicate with our members and the consumer throughout the journey through our updated members area dashboard .
“ It also features a shared diary booking system we use to book and confirm the appointments and surveys . Prior to the visit from our automated systems also send a confirmation SMS to consumers and suppliers with updates and reminders , they can also go online and request an alternative
time and date , much like you can with your parcel delivery service , so everything is transparent .”
“ If the consumer wants to cancel an appointment , they can do so by responding via SMS or contacting our in-house Customer Service Team , the supplier doesn ’ t even have to return the lead this is automatically credited to their account
with the cancellation communicated to them , so no wasted journeys . All of this is in real time and is readily available via our Leads 2 Trade App our members also have access to , as well as their members area dashboard which displays all their leads , appointments , invoices , and statements .”
www . leads2trade . co . uk

“ THE COMPETITIVE ADVANTAGE TO MAKE THE MOST OF NEW MARKET OPPORTUNITIES ”

Premium window and door installer in East Anglia , KLIC Home Improvements , is pleased to be the most trusted double glazing installation company in the region with a 4.8 excellent rating on Trustpilot . The business puts a lot of its success down to the use of the installer management system , AdminBase .
“ We have ambitious growth plans for the next 12-18 months ,” says Stewart Grand , Director of KLIC Home Improvements , “ and customer service is central to these plans . We had to make sure we had the necessary solid infrastructure and strong online presence and have found AdminBase to be a fantastic tool to help us to do just that . The system allows us to streamline processes within the business and improve communication with customers , which has contributed to our online ratings . The system ’ s checklist with automated reminders helps to keep projects on track , and the customer portal gives us everything we need to keep customers up to date at every step of the way .
“ The AdminBase customer portal helps customers to track their installation online , which gives them more confidence that we are working on their order , even when we ’ re not physically in the home or on the phone . We have also found that customers really appreciate being able to interact with us via e-mail or text message , because it ’ s so much more convenient for them . This works from our perspective too because unlike sending texts from individual mobile phone networks , we can send and receive this communication from the central system , so that anyone working on that order is kept in the picture .
“ AdminBase has already given us a competitive advantage to make the most of new market opportunities and to become the most trusted double-glazing installer in our region , and we are confident that it will enable us to maintain our high level of service while we expand .”
www . abinitiosoftware . co . uk