We make successful outcomes guaranteed every step of the way with job-specific, customized templates. The templates start with beautiful functionality, all designed around your specific business requirements. Nothing is left to chance down to the last detail that will ensure a job done right.
Job Templates are created for each step in your workflow process. This begins the unique Next Step Pro experience of ensuring consistent, efficient, and accountable work is done with follow-through and desired outcomes from everyone involved. Templates are easily configured and can be adjusted to any type of job, allowing you to build in all fields needed to view real-time status, costs, personnel, completed tasks, and more.
Use Next Step Pro’s built-in visibility in the Status Board to quickly identify the best actions that need to be taken for any current job in the process.
The Status Board displays Jobs created in Housecall Pro and gives you a more detailed view of your operation. In this instance, it shows per region, per client, per job type, etc. of the jobs in process. You can view:
You can also use it as a launching pad for manually or automatically dispatching jobs based on your workflow rules (i.e., skill required, geographical proximity, etc.). This is a powerful tool that consolidates status views of dependent jobs and standardizes task work so you can more easily prioritize jobs. Automate, monitor, and optimize continuously to improve your business processes, increase efficiency, and reduce costs.
It also has Next Step Pro’s AI-powered automatic update capability, which is the best way to manage your workflow process. Everything happens in real-time so all users will never be in doubt of what to do next, creating an automatic – and valuable – streamlining of collaboration, workflow, and shared knowledge.
Next Step Pro helps improve accuracy, reduce cycle time, and improve your services to your customers, resulting in overall higher CSI and Net Promoter Scores (NPS) and improved fulfiller accuracy and predictability – a ll resulting in increased retention and customer referrals.
TOLL FREE 1.866.322.3995
Get started with Next Step Pro