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Get organised, get paid and grow your business: Introducing Spenda’s service management solution

Spenda
29 June - 5 min read

Services-based businesses require many systems to run smoothly. From bookings and project management, to operations and payments systems, everything can take a lot of time to organise and manage, so it’s critical you have systems and processes that enable you to deliver a smooth customer experience, and get paid on time. 

Designed especially for service businesses, Spenda’s service management feature is a cloud-based field service software solution which allows businesses to manage their operations from one digital location. With a cloud-based system, users can send, receive and edit job information in real-time, which means less time spent on paperwork, fewer return visits, faster payments and happier customers.

Spenda’s service management interface - Available in both a desktop and iPad view.

In this article, we outline some of the key features and benefits that service-based businesses will enjoy.

paidquicker

Get paid instantly and boost your cash flow

When you integrate the field management feature with our payments platform, your field technicians will be able to complete jobs, create and send invoices, and take credit card payments immediately after the service has been provided. This real-time and remote functionality means you don’t need to chase late payments or have your team complete administrative tasks back in the office. Not only does this save time for your team, it also provides a boost to your cash flow as payments can be made immediately upon service delivery. You can even on-charge your merchant fees so you’ll never pay these pesky fees again.

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Make scheduling and job planning a breeze

Services-based businesses require  seamless job management systems. These systems need to be intuitive for your team and customers. With our service job management system, users can book appointments and track their technician, so they know their appointment window with complete accuracy. For your business, your team will enjoy the ability to see everyone’s schedules and manage workloads and availability in one location. Further, our job management system also allows businesses to store all customer details in one place, so your team  has the information it needs whether they’re in the office or out in the field completing jobs.

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Transparent and accurate appointment windows for happy customers

One of the most frustrating things that customers experience when they have booked a field service technician to complete a job is when their appointment window is inaccurate and the technician is late. Our real-time GPS tracking system allows your team members to plan the fastest routes while giving customers complete transparency on when they can expect their appointment to occur. This accuracy provides peace of mind to customers, saving them and your onsite team from the need for follow up communication.

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Provide better customer experience

Real-time updates on a technician’s expected arrival time or notification of delays for customers sets a gold standard in convenience and transparency. And with all of your customer’s information in one place, you can review their job history and upcoming appointments and even set up recurring bookings. All of these details make it easier than ever to ensure your customers feel looked after and that they can trust your business.

Let’s take a look at an example for a services-based business:

Without Spenda

Albright Plumbing and Electrical is a business working across ten towns in Australia. The business provides emergency callout services for situations such as power outages, but it's also built up a strong customer base providing plumbing and electrical services to small businesses.

Lately, some of Albright Plumbing and Electrical’s customers have been complaining that their appointments have been running late and there hasn’t been regular updates from the business when this occurs. Further, Albright Plumbing and Electrical have had to call some customers multiple times to receive payment from a completed job, while other jobs are completed but sometimes aren’t invoiced until weeks afterwards. Field technicians are getting frustrated that they can’t efficiently share updates with customers on their expected appointment time and the business’s cash flow is tight due to its disjointed invoicing processes. The business needs better systems and processes to get paid faster and provide a more streamlined experience for customers.

With Spenda

Albright Plumbing and Electrical implemented Spenda’s service management tool into their business three months ago and have noticed a big difference with happier customers and faster payments. Customers and technicians alike are enjoying the intuitive booking and appointment management interface, while administrators within the business are saving time chasing up late invoices as payments are now made out in the field once an appointment is complete. The ability to offer a range of payment options including credit card payments, buy now pay later, instalment options and bank transfers is also giving customers more flexibility. This flexibility ensures the customer can set the payment terms they know they can meet, which helps Albright Plumbing and Electrical to better plan and boost its cash flow.

The business’s finance team is also enjoying the time savings that have come with the system’s ledger-to-ledger posting functionality, which makes reconciliation and reporting a breeze.

Looking ahead, Albright Plumbing and Electrical is going to begin analysing the data from their job management system to determine their most profitable customers and regions and see what learnings can help make other parts of their business more profitable too. While introducing an efficient service management system has helped Albright Plumbing and Electrical’s operations, the potential for data analysis is helping the business see where they can be more strategic too.

Without Spenda

Albright Plumbing and Electrical is a business working across ten towns in Australia. The business provides emergency callout services for situations such as power outages, but it's also built up a strong customer base providing plumbing and electrical services to small businesses.

Lately, some of Albright Plumbing and Electrical’s customers have been complaining that their appointments have been running late and there hasn’t been regular updates from the business when this occurs. Further, Albright Plumbing and Electrical have had to call some customers multiple times to receive payment from a completed job, while other jobs are completed but sometimes aren’t invoiced until weeks afterwards. Field technicians are getting frustrated that they can’t efficiently share updates with customers on their expected appointment time and the business’s cash flow is tight due to its disjointed invoicing processes. The business needs better systems and processes to get paid faster and provide a more streamlined experience for customers.

With Spenda

Albright Plumbing and Electrical implemented Spenda’s service management tool into their business three months ago and have noticed a big difference with happier customers and faster payments. Customers and technicians alike are enjoying the intuitive booking and appointment management interface, while administrators within the business are saving time chasing up late invoices as payments are now made out in the field once an appointment is complete. The ability to offer a range of payment options including credit card payments, buy now pay later, instalment options and bank transfers is also giving customers more flexibility. This flexibility ensures the customer can set the payment terms they know they can meet, which helps Albright Plumbing and Electrical to better plan and boost its cash flow.

The business’s finance team is also enjoying the time savings that have come with the system’s ledger-to-ledger posting functionality, which makes reconciliation and reporting a breeze.

Looking ahead, Albright Plumbing and Electrical is going to begin analysing the data from their job management system to determine their most profitable customers and regions and see what learnings can help make other parts of their business more profitable too. While introducing an efficient service management system has helped Albright Plumbing and Electrical’s operations, the potential for data analysis is helping the business see where they can be more strategic too.

Get the best service management software with Spenda

Transform your business with field management software that will streamline your workflow and get you paid faster. Whether you’re looking to improve your systems in the office, out in the field or across all areas of your business, we’ll work with you to ensure you have a tech stack that suits your business’s unique needs.

Click here to book a demo and learn how Spenda’s products can transform the way you manage your service-based business.

 

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