NEW CRM FEATURE IS ADDED TO ONEBOOK PRO APP
In the fast-paced world of service professionals, managing customer relationships and staying organized is paramount. Whether you're a handyman, electrician, plumber, or landscaper, you understand the value of keeping your schedule in check and invoices up-to-date. OneBook’s new PRO CRM feature is here to streamline the way service pros manage their business, offering a range of tools that simplify scheduling, invoicing, and customer management—all in one place.
The PRO CRM: Your New Business Ally
At its core, OneBook’s PRO CRM is designed with the service professional in mind. It’s more than just a tool; it’s your personal assistant in the digital world, helping you stay on top of your game with minimal effort. From automatic customer additions to seamless manual bookings, the PRO CRM empowers you to handle the administrative side of your business so you can focus on what really matters—your craft.
Let’s dive into the features that make this CRM a game changer:
1. Automatic Customer Additions
One of the most time-consuming tasks for service professionals is inputting customer information into a system, especially when you have a busy day ahead. OneBook’s PRO CRM solves this by offering automatic customer additions.
How does it work? If a customer calls or books an appointment through OneBook, their details are automatically added to your system. No more scrambling to input data manually. The CRM does it for you, ensuring that every customer is accounted for in an instant.
This feature also integrates with the OneBook app, so even if your customer doesn’t have the app, you can still add them to your schedule manually and keep everything organized with ease.
2. Seamless Manual Bookings
Booking appointments has never been easier. With OneBook’s PRO CRM, you can schedule jobs manually without the hassle. Even if a customer doesn’t have OneBook, you can add them directly to your calendar.
This seamless integration allows you to provide top-notch customer service, regardless of the platform the customer uses. Whether you’re booking a routine service or an emergency call-out, the manual booking feature ensures that your calendar stays updated in real-time.
What’s more, these manual bookings sync with all your other appointments, so you’re never at risk of double-booking or missing out on new opportunities.
3. Instant Invoicing for Fast Payments
Let’s face it, invoicing can be a hassle. Chasing down payments and keeping track of bills is one of the least enjoyable parts of running a business. The PRO CRM’s instant invoicing feature takes this burden off your shoulders.
Once the job is done, the CRM automatically generates an invoice based on the work completed. You can customize the invoice with your branding, add job descriptions, and send it directly to the customer. This not only saves time but ensures that your invoices are consistent and professional.
Instant invoicing also streamlines the payment process. No more waiting for checks to arrive or for customers to pay late. With OneBook’s PRO CRM, you can get paid faster, giving you more time to focus on your work and less time chasing payments.
4. Easy Access to Customer History
Customer satisfaction is all about knowing your clients and anticipating their needs. With OneBook’s PRO CRM, you can easily access customer history and job details right from your phone or computer.
This feature allows you to view past services, recurring issues, and preferences, which helps build a more personal and tailored experience for each customer. Whether you’re doing a follow-up service or addressing a new issue, having easy access to past work can help you deliver better service and build stronger relationships.
5. Improved Communication with Clients
Clear communication is essential in any business. With OneBook’s PRO CRM, you can easily keep in touch with your clients. Whether you need to confirm an appointment, remind them of an upcoming service, or send a friendly check-in after the job is done, the CRM makes it simple to stay connected.
In addition to communication, the CRM allows you to set reminders for follow-up tasks, ensuring that you never forget an important step in the process. This feature helps you maintain a professional relationship with your clients and ensures you stay top-of-mind for future services.
6. Streamlined Workflows and Efficiency
OneBook’s PRO CRM is all about making your life easier and your business more efficient. With automated features like customer additions, manual bookings, and invoicing, you can significantly reduce the time spent on administrative tasks.
This, in turn, frees up more time to focus on growing your business, serving your clients, and perfecting your craft. Whether you’re a one-person operation or managing a team, the CRM helps you keep everything in order and ensures that nothing falls through the cracks.
Why Service Pros Love OneBook’s PRO CRM
Service professionals who’ve adopted the PRO CRM are already seeing the benefits. Here’s why:
Efficiency: The PRO CRM automates many tasks, allowing you to focus on your work.
Professionalism: Instant invoicing and seamless scheduling give your business a polished, reliable appearance.
Better Customer Relationships: With easy access to customer histories and streamlined communication, you’re able to offer more personalized service.
Get Paid Faster: Instant invoicing means you’re not waiting for payments to come in—you’re getting paid quicker.
Conclusion: OneBook’s PRO CRM Is the Future of Service Business Management
If you’re a service professional looking to simplify your work life, OneBook’s PRO CRM is the solution you’ve been waiting for. With features like automatic customer additions, seamless manual bookings, instant invoicing, and better communication tools, this CRM is designed to help you run your business with ease.
Gone are the days of juggling spreadsheets, handwritten notes, and missing appointments. With OneBook’s PRO CRM, you get all the tools you need to manage your business in one place, making it easier than ever to stay organized, get paid, and grow your customer base.
Ready to take your business to the next level? Sign up for OneBook today and experience the power of the PRO CRM for yourself.
