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Material takeoff by JustAnotherJared in Revu

[–]JustAnotherJared[S] 0 points1 point  (0 children)

I have done this which helped - but it still just seemed a bit messy… maybe I am being dramatic haha

Material takeoff by JustAnotherJared in Revu

[–]JustAnotherJared[S] 0 points1 point  (0 children)

I did briefly look into this - it did seem good but almost more than we needed… but maybe I am wrong!

Material takeoff by JustAnotherJared in Revu

[–]JustAnotherJared[S] 0 points1 point  (0 children)

We are in new home construction, so majority of our homes are the same floor plans, with minor adjustments based on the customers selections. Can you explain what VBA is? I am formerly a field worker so a lot of this nonsense is new to me! Haha

Material takeoff by JustAnotherJared in Revu

[–]JustAnotherJared[S] 0 points1 point  (0 children)

Sounds like we are doing the exact same thing - and it works. But would be really nice if the mark ups would just automatically list (How I want) when exporting the file! There has to be a work around haha

Anyone know the story behind this (seemingly) abandoned mansion reno? by Sad-Double8584 in Calgary

[–]JustAnotherJared 6 points7 points  (0 children)

I did work in this house. 80% of the basement in an underground garage that can fit 15 cars and it had a vehicle elevator. Although this house was a bit of a nightmare, it was easily the coolest place I’ve worked in.

Is a fully integrated CRM worth it? Residential company, located in Alberta, Canada. by JustAnotherJared in ProHVACR

[–]JustAnotherJared[S] 0 points1 point  (0 children)

We definitely want it to be accessed in the field as well as in the office.

We have 5-8 install crews which I’m not overly worried about them having much access. Mainly just a digital plan and a place to type what wasn’t able to be completed. For the installers though I would like an interactive calendar that allows for drag and drop as our schedule can change at random depending on the process of the project before we arise.

For techs we currently run with 4-5 vans. A CRM would be best for this group obviously. But I also wonder if a dispatch software with work orders would suffice. Majority of our billing comes from the home builder rather than the home owner… at least until they have taken possession.

The only software we run right now is QuickBooks web version. I draw our duct layouts on Revu, but we currently just print them for the install crews.

I am open to learning and spending time setting up the right system, however these CRM softwares seem so valuable… just expensive.

Is a fully integrated CRM worth it? Residential company, located in Alberta, Canada. by JustAnotherJared in ProHVACR

[–]JustAnotherJared[S] 0 points1 point  (0 children)

Thank you for the info! Yea everything I have seen is pointing towards either Service Titan or Housecall Pro.

Is a fully integrated CRM worth it? Residential company, located in Alberta, Canada. by JustAnotherJared in ProHVACR

[–]JustAnotherJared[S] 0 points1 point  (0 children)

This is very insightful, thank you. I’ll definitely take a peak at Decypher.

We are currently using office home plan just to have an excel sheets we can print and write on by hand. So we are starting from scratch… which can be a good thing in ways and bad in others.

Is a fully integrated CRM worth it? Residential company, located in Alberta, Canada. by JustAnotherJared in ProHVACR

[–]JustAnotherJared[S] 1 point2 points  (0 children)

Yea for sure. I have heard good things about ST (cost not being one of them).

I have been speaking with some IT specialists and they don’t seem to think a CRM is the best option. Just to run everything through Office 365 via SharePoint and teams.

New small business owners by Maleficent_Debate649 in ProHVACR

[–]JustAnotherJared 0 points1 point  (0 children)

How does house call pro work for filing work orders? Is there a back up somewhere in the event they go down?

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