Be a different kind of predictable.
There’s so much more you can be doing than sending cookies or a card. Contractors need to develop relationships that have clearly defined value, and having a CRM made for construction is the best way to manage every aspect of delivering value – which is different for every client you have.
Some need your intuitive nature to identify opportunities for them to try new products and save money. Others already have their preferred products and your mission is to fulfill their recurring order needs in a timely manner. Some facilities are more complex than others, and clients can have one or multiple sites under construction or recently completed, requiring ongoing maintenance.
As the holiday season approaches, many facility managers face the challenge of ensuring that their buildings run smoothly and efficiently while occupants enjoy their time off. While it’s a time to relax, it’s also a critical period to maintain proper oversight over building systems. This is where having a proactive contractor can make all the difference in ensuring comfort, energy savings, and peace of mind during the holidays. Builders, manufacturers, and distributors can all provide better customer service with a solution that doesn’t just automate communication, it generates opportunities.
Maintenance Reminders
Utilizing Bidtracer, service repair contractors can schedule project-specific maintenance reminders that include the products that are approaching their wear life or warranty expiration, such as belts, motors, and filters. Having these reminders ensures that your clients are aware of replacement needs before leaks or airflow problems occur over an unoccupied facility holiday. While you can also send thoughtful holiday emails through Bidtracer, project-specific reminders hold more value in saving clients time and money while ensuring they know their most active and informed vendor.
Monitoring & Controls Proposals
Winter brings additional risks to HVAC systems. In just a few clicks within Bidtracer, contractors can prepare estimates for facility upgrades that include sensor technology and remote facility operation capacity, giving your clients the ability to quickly visualize a budget and schedule to integrate BAC systems. Your clients don’t need to reach out to express their interest in products that will support them when they need it most, you can be proactive and send proposals for the facilities you know they are responsible for. In just a few clicks, you can send proposals for upgrades at each site with new products from Carrier or any preferred manufacturer, that will give your clients real time data on their mobile device for boiler and heat pump function, thermostat settings, air quality, filter function, lighting control, and more.
General Support
Do your clients know who to call if something goes wrong over the holidays at any one of their facilities? As a general contractor with the capacity to provide multiple services such as weatherization, tenant improvements, and mechanical upgrades, it’s essential that your clients have a clear understanding of how you can support them, before they engage with a subcontractor instead. Having Bidtracer – a CRM made for construction – not only integrates project data in real time within the project management module, but it also creates quotes and allows for service repair estimates to be created in the field from any mobile device. The program is working for you around the clock, even over long breaks.
You want your clients to know all the ways you can support them through the holidays.
If you don’t have a CRM to send a happy holidays email, you definitely don’t have the high powered capacity of a program like Bidtracer, which combines estimating, engineering, project management, and service repair into one CRM for complete client and project integration. Get started with just two users.
