3月26日的RemodelerGo应用程序分析

RemodelerGo is the new companion app for MarketSharp, improveit 360 and RoofSnap, CRMs designed for contractors, remodelers, and home improvement professionals. The app is built with your on-the-go sales teams in mind and makes running appointments easy and efficient. Built for your on-the-go sales and production teams, RemodelerGo makes it easy to manage appointments, capture job details, and stay connected to your CRM—no matter where your day takes you, using your preferred navigation software. MarketSharp and improveit 360 have helped thousands of home improvement companies centralize their lead, customer, and job information, and with RemodelerGo, accessing that information on the go is easier than ever. Look up leads and customers and see their previous appointments, quotes, and jobs. We’ve also included offline support in case you are in a basement or don’t have access to a Wi-Fi or cellular network! New for RoofSnap Users RemodelerGo now supports RoofSnap customers—just log in with your RoofSnap credentials to access fast, streamlined workflows built for roofing pros. You can order measurement reports directly from your mobile device, create and share Snap Estimates using Good-Better-Best quoting, and collect payments in the field via Stripe (credit card or ACH). You'll also be able to manage billing and account settings, view past project activity, and enjoy a faster, more reliable experience than the legacy Android app. Features include: - Create and manage contacts - Manage and connect with existing leads and customers - View a contact’s previous sales appointments and related jobs - Add new prospects, leads, and customers on the fly, capturing contact details and notes - Connect with co-workers with an Employee Directory - View multiple users’ calendar, events, and activities - Display tasks and appointments on the Calendar and in List views, so you’ll never miss a sales appointment again - View all incomplete tasks on the calendar, so nothing gets forgotten - Navigate to appointments - View all appointments on an in-app map for easy reference and navigation - Always be on time with drive times between appointments visible on the appointment map - Launch navigation in your preferred app: Apple Maps, Google Maps, or Waze - Result appointments - Update appointments from the field and kick-off automation without returning to the office - Upload photos and other documents to contacts - Stay organized and capture context in the field with photos from job sites, along with PDF documents to contacts and appointments - Speed up the sales process by quickly building quotes with new quoting tool - Build quotes from your account’s quote items and always work from up-to-date pricing - Edit line items in the field, adjust pricing with markups and discounts - Accept payments in the field o Spend less time chasing checks and offer your customers a smoother buying experience by accepting payments through our PaySimple Integration. Accept payments via credit card (manual or swipe) or ACH - Generate quote PDFs to print or share. Wow customers by sending quotes as PDFs straight to their phone or inbox, or print a copy to leave behind - Attach photos or documents to quotes to make your bids more compelling RemodelerGo App FAQ Q: Do I need to be a MarketSharp, improveit 360 or RoofSnap Customer to use the app? A: Yes, you will need to have a MarketSharp, improveit 360 or RoofSnap account with an active user license to use the app. If you don’t have an account, you’ll need to contact MarketSharp, improveit 360, RoofSnap to set up your account. Improveit 360 accounts may require account configuration to use RemodelerGo; contact support for details. Q: Do I need a PaySimple Account to accept payments in the app, or can I use another payment processor? A: Yes, currently you’ll need an active PaySimple account to accept payments in RemodelerGo. More payment processing options may be added in the future.