Transcript CONFIRM-IT
SERVICE An advanced, powerful appointment booking & confirmation tool …….designed specifically for the Service Industry Confirm-IT SERVICE Confirm-IT is an easy-touse, robust appointment booking and confirmation system developed to increase productivity 2 Confirm-IT SERVICE Repair Installation Confirm-IT addresses many Service-related work environments such as Delivery Service 3 Confirm-IT SERVICE 50% of ALL NO-SHOWS for appointments occur because they are simply forgotten This is LOST REVENUE! Yes, they will reschedule their appointment but your billable time is lost! 4 Confirm-IT SERVICE Confirm-IT can remind customers of their appointment by a telephone call, email, text message or ALL THREE! 5 Confirm-IT SERVICE Confirm-IT allows businesses to increase efficiency and professionalism resulting in TOTAL CUSTOMER CARE 6 What Confirm-IT Does Reduces Missed Appointments 7 What Confirm-IT Does Provides a Working Calendar 8 What Confirm-IT Does Replaces Costly & Ineffective Reminder Cards & Phone Calls 9 What Confirm-IT Does Builds a Customer Database 10 What Confirm-IT Does Eliminates Old Unreliable Approaches 11 What Confirm-IT Does • By Appointments • By Services • By Your Providers (Technicians, Servicemen, Trucks, Service Bays, etc.) • By Customers Tracks Performance 12 What Confirm-IT Does Contacts Inactive Customers 13 What Else Confirm-IT Does Provides Live Service (if connected to tel. systemdial 0 to reschedule now) Creates Customer Profile Creates Appointment Notes Generates Employee Work Schedule Cancels Appointments Provides Programmable Appointment Reminderper customer 14 What Confirm-IT Does Increases REVENUES! 15 Using Confirm-IT Confirm-IT’s Client software (the calendar) resides on a customer provided PC Confirm-IT client software (calendar) can be installed on numerous PC’s within your companyNO CHARGE! Confirm-IT Calendar works with Windows 2000, XP and Vista And Confirm-IT’s Server Hardware does the rest of the work in the equipment room 16 Using Confirm-IT 17 Using Confirm-IT Tell Confirm-IT the hours and days you’re open 18 Using Confirm-IT Enter your employees with the days and hours they work (numerous calendar views can be programmed) 19 Using Confirm-IT All of your services get entered and are identified by an unique color along with the duration (adjustable per appointment) and cost/tax, if applicable. 20 Now you’re ready to open Confirm-IT’s calendar and begin booking appointments 21 Here’s a 1 day calendar view with appointments booked under the appropriate technician 22 Here’s a 2 day calendar view with appointments booked under the appropriate technician 23 Here’s a 2 day calendar view with appointments booked for 1 technician 24 Confirm-IT’s reports are extremely helpful in telling you how your business is doing 25 See how many Emergency calls the office received last week or all year. See which technician is the busiest or see which customer had the most service calls last month…it’s all so easy 26 Click on the Advanced Tab for more features The Now feature contacts your TheNotify Customer Manager database The Re-Schedule Reminder notifies the customer customers immediately to pick up their when time to make another appointment. You set stores all of theit’s important car or that the installation is20finished when (1 week, days, 6 months), it’s your choice. information about your customers 27 The Calendar offers many programmable options allowing you to tailor Confirm-IT to your needs. 28 When a customer calls in, just click on an available appointment under the appropriate timeframe or technician. 29 Now enter the relevant appointment information Click Save and the appointment is booked An appointment box will open. Enter the first OR last name, OR address, OR zip code OR telelphone number. Confirm-IT will search your database and automatically enter all of the customer’s information. 30 Darren just came down with the flu and can’t work tomorrow. No problem, simply tell Confirm-IT to cancel his appointments 1-Select the date 2-Click on Darren 3-Click activate 31 How Confirm-IT Works Appointments Booked Office Confirmed Home Confirmed From: Perrini Oil Services-You have a appointment June 15 between 1:00 and 5:00PM. To cancel please call the office at (212) 555-1212. Cell Confirmed you. Callouts Begin Thank Confirmed Email Text Msg Confirmed 32 How Confirm-IT Works Move Iconsyour appear cursor in over eachan appointment appointment box and tell you box to the see status additional and type information of confirmation 33 Confirm-IT’s calendar has a NOTES box so other users can be left important messages 34 How Confirm-IT Works When Confirming Appts • Confirm-IT Can detect Busy, No Answer, Answering Machine/Voice Mail-plays appropriate message • Programmable choices (1 to confirm, 2 to cancel, 3 to repeat, 0 to reschedule) or just a reminder call • Calendar Icons/Confirmation Report 35 How Confirm-IT Works Sample Messages Appointment Confirmation Message Hello, this is “Business Name” calling to confirm your appointment on [Date] at [Time]. If you need to cancel this appointment please contact us at “Phone Number” to reschedule, thank you. Appointment Confirmation Email/Text Message Subject: [Business Name] You have an appointment on [Date] at [Time]. To cancel call [Phone Number], thank you 36 How Confirm-IT Works Confirm-IT Messages 1. 2. 3. 4. 5. 6. 7. 8. 9. Appointment Confirmation Appointment Cancellation Birthday Office Closed • Entire Business • One Servce Provider Inactive Customer Appointment Re-Schedule Date Appointment Time Range Appointment Notify Now 37 Each type of Callout has its own programmable options 38 Confirm-IT’s Payback OK, LET’S ASSUME…… 1. CI avoids just 1 missed Appointment/week 2. Appointment is for just $ 150.00 in charges 3. 50 weeks/year $ 150.00 Confirm-IT saved you $7,500.00 in just the 1st year! 39 Confirm-IT’s Payback This does not include the additional savings received eliminating your cost of a person to make manual telephone calls or your cost of reminder post cards! 40 Confirm-IT’s Payback Nor does it include the significant benefits of the additional features Confirm-IT provides that will bring even more profit to your bottom line. 41 Confirm-IT Wrap-Up Confirm-IT was designed and developed by CTL, a 17 year veteran and leader in the Telecommunications, Software Development, Interactive Voice Response & Voice Mail fields. There are over 75,000 CTL products installed worldwide. 42 Confirm-IT Wrap-Up Confirms Customer’s Appointments Tracks what you’re doing Contacts Overdue Customers Builds Customer Profile Generates Work Schedule Live Operator to reschedule Increases Your Professionlism, Efficiency and Productivity 43 Confirm-IT Wrap-Up Remote Access Notification to customers and employees Manufacturer Support Frees up your staff’s time Reminds customers to make appointment Fantastic Payback Model! EASY TO USE 44 Confirm-IT automatically and professionally reminds your customers of their appointment virtually ANYTIME, ANYWHERE 45 CTL Inc. 375 Bridgeport Ave Shelton, CT 06484 203-925-4266 www.ctlinc.com 46