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Problems and Solutions that trade service businesses experience.

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EASY • FLEXIBLE • ENGAGING™

www.trade-serve.com

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With

Remember when. . .. . . a yellow page ad was your

main source of calls?

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With

Offer discounts for social media reviews, yard sign placement, and

equipment stickers.

... your techs help drive your business!

The discount is clearly outlined on the invoice, showing the bottom line savings.

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With

Remember when. . .. . . your techs had to make a

bulky paper presentation to sell a Service Partner Plan?

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With

... you can clearly show the customer the Service Partner Plan savings, and they can also sign up for

the plan electronically, right then!

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With

. . . locating your MSDS book was like trying to find a needle in a haystack?

Remember when. . .

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With

... your techs now have the literature at their fingertips whenever they need it, and in an easy and

convenient format!

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With

Remember when. . .. . . there was never enough of you as a manager to actually complete

a ride along assessment?

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With

Remind your techs of what they already know before every call.

Reinforce behaviors in a positive way. Think of this as an electronic

Curbside Feedback Form.

Coaching questions can be updated in real time and also customized for your

techs as a group or as an individual.

... you can be in constant communication with everything your techs are doing, monitoring

multiple service calls at a time!

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With

Remember when. . .. . . your technicians had a hard time

executing the “Explore” step and weren’t able to offer their customers options?

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With

... you’ll know your customers’ needs and wants by asking simple lifestyle and safety questions!

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With

Remember when. . .. . . your tech only completed the

one task the customer called about?

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With

Compare packages and products in an easy-to-understand format.

Present options to the customer and let them choose

what they need and want.

... your customers will be presented with more interesting options, and upselling the service call

happens almost automatically!

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With

. . . GPS devices in every truck were expensive and unreliable?

Remember when. . .

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With

... you’ll get built-in maps with driving directions, travel time estimates, and geolocation logging!

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With

Remember when. . .. . . as an owner, you had trouble

balancing how much the customer paid, how much the

tech gets paid and how much the shareholder gets paid?

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With

... the process is automatic, it’s a win-win-win situation, and it’s all based on your

company’s goals!

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With

Remember when. . .. . . your tech and your warehouse

manager had to compare notes and paperwork in order to reorder materials?

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With

... you can easily order new materials at the click of a button, and product availability is

right at your fingertips!

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With

. . . you didn’t change a price in the flat rate book because it took too much

time and it cost too much money?

Remember when. . .

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With

... you are able to change your entire pricing structure or one individual price in mere seconds

with the click of a button!

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With

Remember when. . .. . . CSR’s had to perform

Happy Checks?

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With

... you’ll know that your customer is completely satisfied before the service call is even over!

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... is your solution!

“When” is now. Now is the time.

This is the future of the service industry.

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EASY • FLEXIBLE • ENGAGING™

Will it Save My Business Money?PAPER INVOICES$1.80 each x 3.5 a day x 5 techs x 5 days x 50 weeks $7,875

WAGESFiling and entering data, payroll, one person at $18/hour $36,000 ... or use this labor for other tasks, such as marketing

GPS SOLUTION5 trucks, x 12 months x $40 each $2,400

MOBILE PHONESBusiness Cell phones 5 techs, x $30/month x 12 months $1,800

SAVINGS PER YEAR more than $48,000

But Wait ... There’s more!• 15%-20% increase in revenue

• Happy techs without paperwork

• Happy dispatchers and CSRs able to work from remote locations

AVAILABLE ACCOUNTING FUNCTIONS• Payroll Function

• Purchase Order System

• Material Reorder

• Job Costing

• P&L for Each Product

• Assists in Producing a Budget

• Produces Invoices

• Flat-Rate Book

• Monitor Margins

EASY • FLEXIBLE • ENGAGING™

www.trade-serve.com

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