If a Sales call results in a sale, Successware allows for the conversion of the sold sales call to a new job.
There are two main ways to turn a successful sales call into a job for a technician. You can either use the Opportunity Manager to keep track of everything related to the opportunity, or you can simply record that a sales option was accepted by the homeowner and create a job from that option.
Creating a Job from a Sales Call without the Opportunity Manager
The benefit of recording the sale without using the Opportunity Manager is that it's a slightly faster process.
1. In Call Handling, select Job Request as the Call Reason. Select Sale as the Job Class. This will create a Sales job, which you can then be scheduled like any other job.
2. In Dispatch, schedule the job like any other.
3. If the salesperson or technician makes a successful sale, they can record that estimate in Successware Mobile.
3a. Alternately, if you're not using Successware Mobile, you can right click on the job in Dispatch, and select Job Details.
3b. From the Job Details, select the Invoices subtab and click on the Open & View Invoice link.
3c. In the Item Details tab of the quote, click the "+ Add Item" button to note which item was sold to the homeowner.
3d. Save the item and lock the quote. Next, click Save for the quote itself.
4. From the Job Details screen, select the ellipsis in the top right and click, "+ Sales Summary".
5. In the Summary tab, click the "Sold?" checkbox, and then scroll down to the bottom to access the Quoted Job section. Specify the Job Class, Job Type, and Department for the new job that you will create.
6. Click the "Create New Job" button to create the job. Click Yes on the pop-up that appears. Click the Save button, and then exit out of the Sales Summary by clicking the X in the top right corner.
7. The new job will be on your Dispatch board waiting to be scheduled. Close the Job Details screen and select the Unscheduled drawer on the left side of the page to schedule the job.
8. Now that the job is scheduled, we recommend adding in the sales quote to the job invoice, and notes for the technician who will be performing the job.
9. To add in job notes, right click on the job from Dispatch, and select the Job Details. From there, click on the Job Info/Notes tab and select Edit. Fill out the notes here as needed.
10. To add in the sales quote for the job invoice, go to the Job Details screen, and select the Invoices tab. Click the "Open & View Invoice" tab to bring up the invoice.
11. From the invoice, click the ellipsis at the bottom and select "Copy Quote". The quote attached to the sales job will automatically fill in.
12. Select OK, then confirm the quote information by clicking OK again, and then Yes to continue.
13. Click Save in the bottom right corner.
Creating a Job from a Sales Call with the Opportunity Manager
The benefit of recording the sale using the Opportunity Manager is that you can capture all parts of the sales process.
1. In Call Handling, select Sales as the Call Reason. This will create an Opportunity which can be followed up on. Fill out the required information and click the "Create Opportunity" button.
2. In the popup that appears, select Yes from the "Create Job?" dropdown, which allows you to schedule a Sales call.
3. The Create a Job screen will appear. Select Sales as the Job Class and fill out the remaining required fields. Save the Sales job and go to Dispatch.
4. In Dispatch, schedule the Sales job as you would any other job.
5. From the Main Menu, select Marketing, and click Opportunity Manager.
6. Select the opportunity, and in the "Opportunity Details" subtab, mark the opportunity as Pending.
7. If the salesperson or technician makes a successful sale, they can record that estimate in Successware Mobile.
7a. Alternately, if you're not using Successware Mobile, you can go to the Options tab for the Opportunity and click "+ Add New Option". Specify the option(s) that were presented to the homeowner.
7b. Make sure to select the checkbox, "Include this option in the Reported Quote Amount (summary tab)."
7c. Click the "+ Add Items" button to specify which parts or services were offered to the customer. Click Save in the bottom right corner for the option and add in as many options as were presented to the homeowner.
7d. Check the option that was accepted by the homeowner and click the "Create Proposal" button.
7e. In the Proposals tab, click on the proposal line itself. This will open the proposal.
7f. In the Status dropdown, change the status to Signed.
8. Whether you're using Successware Mobile or not, hover over the ellipsis under the Actions column of the Proposals tab and click "Create Job".
9. Fill out the Job Class and Job Type for the install job and fill out the other required fields.
10. Click the Schedule Job button, and then click the Save button.
11. Now that the job is scheduled, we recommend adding in the sales quote to the job invoice, and notes for the technician who will be performing the job.
12. To add in job notes, right click on the job from Dispatch, and select the Job Details. From there, click on the Job Info/Notes tab and select Edit. Fill out the notes here as needed.
13. To add in the sales quote to the job invoice, go to the Job Details screen, and select the Invoices tab. Click the "Open & View Invoice" tab to bring up the invoice. From the invoice, click the ellipsis at the bottom and select "Copy Quote".
The quote attached to the sales job will automatically fill in. Select OK, confirm the quote information by clicking OK again, and then Yes to continue.
14. Click Save in the bottom right corner.