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How Deploying Mobile Purchase Orders Increased Close Rates by Nearly 40%

By Kassidi Koronkowski on June 5, 2018
Tags: Case Studies, Data Collection, Productivity

Improving Sales & Increasing Efficiency with Mobile Technology


Background

  • Industry: Chimney & Fire Prevention Services
  • HQ Location: Franklin, Tennessee
  • Website: Visit Here

Quick Facts

  • Spending 35% Less Time Collecting Data
  • Increased Close Rate by 40%
  • Over 500 Hours Saved
  • Case Study: Download Here

The Search for the Perfect Data Collection Platform

Owner and founder of Sweeps and Ladders, Tommy Nelms, began his business with the mission of providing his customers with top-of-the-line service and expert care. 

As he began to roll-out his business and acquire new customers, Tommy began to notice that his business was not running as smoothly as it should have been.

Normal daily tasks like service inspections and purchase orders were being done on paper, and taking his CSIA Nationally Certified technicians tens of hours every week to complete. In addition, these records would routinely be lost or delayed getting back to the office, costing the business both time and money on their bottom line. 

Tommy finally decided to begin looking at mobile solutions to replace his business' paperwork. 

After evaluating solutions such as GoFormz, mHelpDesk, and even fillable PDFs, Tommy still couldn't find a dynamic platform that was both easy to use and customizable to his growing business. 

Then he found GoCanvas. Within a few short days of signing up for GoCanvas, Tommy was already building out mobile forms and dispatching out tasks to his field technicians. He had finally found a platform that was quick to implement, easy to manage, and contained all the advanced functionality he needed for his service-based business.

Thus far, Tommy and his team have deployed mobile forms including:

Realizing the Benefits of Going Mobile 

Within their first year of deploying GoCanvas, Sweeps and Ladders have already seen the benefits of eliminating paperwork. 

Previously, technicians weren't able to create onsite estimates when they visited with clients. But today, GoCanvas allows the technicians to instantly generate a quote for the customer, review it with them on their mobile device, and even email them a copy before they leave the driveway.

This new process has lead to better client interactions and quicker sale cycles, which today has accounted for a 40% increase in their overall close rate!

The other major benefit is with their service forms. Now anytime a technician performs a job for a client, they are able to digitally capture photos of everything they complete. This, in addition to all the other information about the job, is then auto-generated into a professionally designed PDF for both the customer and office staff.

All these records are automatically stored in a secure cloud database so that they're conveniently searchable by client name or date, and not stuck in a technician's truck. 

This new process for collecting and storing records has lead to a 35% increase in productivity!

Now What? Check Out The Case Study!  


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