Each month, ADD User Group (AUG) members support user education by sharing tips, strategies, and insights on their unique experience with ADD Systems products on a Best Practice Call. The monthly meetings allow clients to take a deeper dive into specific topics that relate to ADD products so they can walk away with real-world lessons from fellow users. This past month, members met to discuss Service Best Practices. Thanks to our awesome AUG members, the discussion was rich with useful information focused on Service Call Scheduler, Service Monitor, Pegasus, and more! Here’s a sneak peek into the key takeaways from the August BP Call, but head to the forum to access the full recording.
One of the main topics of the call was ADD’s Enhanced Service Call Scheduler, which was rolled out in E3 version 18.01.03. The update added more information, like earliest and latest begin time to aid in easy and informed scheduling. Clients discussed their experience with this new version, noting increased efficiencies in their daily operations with reduced mileage, increased ability to schedule additional calls, and elimination of cheat sheets.
One client shared that once their company switched to Service Call Scheduler, they experienced more efficient scheduling, less stress and chaos for the service team, less mileage on vehicles, more jobs scheduled, and overall better customer service. While the process took time, it was worthwhile and the results were so beneficial they’d “do it all over again”. Not to mention, they saved 40 hours per week and, in turn, onboarded a new employee. With the help of the enhanced technology, the hire became just as efficient as anyone else in the department in only a matter of days and their daily cleanings increased 25%!
The group also discussed Service Monitor, ADD’s module that allows you to review scheduled service calls and non-call activities, and make scheduling adjustments through convenient drag-and-drop or cut-and-paste features. Users mentioned the specific “Daily Chart View” feature that makes manipulation simple so users can more easily move elements from one day or time to the next.
Members spent time discussing Best Practices with Pegasus dispatch and mobile, as well as took some time to address Flat Rate billing vs Time and Materials. There was a balanced discussion of the pros and cons of each method, including the ease of quoting with flat rate and the accuracy of inventory flow with T&M.
When asked about capturing Gas Check information through Pegasus, members who have yet to capture the data through Pegasus were eager to learn what the process looks like. Gas Check information is available through ADD on both Raven and Pegasus, and clients noted that after proper training, going paperless for Gas Check with the help of ADD Systems products made all the difference. Their technicians especially appreciate the addition of tablets to simplify their processes.
If you’re interested in learning more about ADD’s ever-improving service solution, be sure to visit our client portal to listen to the full service call, join the AUG Service Committee to immerse yourself in service topics and discussions, or contact your account representative to request a demo today. The next Best Practice Call is Tuesday, September 21 from 3:00-4:00 pm EDT and the topic is Inventory! To learn more and find details on how to get involved in the ADD User Group, be sure to visit https://www.addsys.com/services/add-user-group/.