CRM FEATURE: Manage and track sales with follow-up reminders. This feature is built in and can log calls, emails, notes and confirm scheduling. This tool allows you to feel confident that your valuable leads are being covered.
VISUAL DASHBOARD: Managers can see daily and monthly data on revenue and stats. And current inventory details are at their fingertips. For example, they can see unit occupancy, revenue per box, # of boxes booked today, etc.
QUOTING AND BOOKING ORDERS: Portable storage software provides your staff with the ease of quoting and/or booking a customer. It leads you through all necessary information, including box placement & door direction with notes. Once you save a quote or book and order, it sends it to the customer.
CALENDAR INTEGRATION: Once you book an order, your manager schedules the known deliveries and hits, “send to calendar”. All pertinent information will be pre-scripted in the calendar. For instance, details include customer information, door direction, box size, box#, and location details.
REAL-TIME INVENTORY MANAGEMENT: You upload the portable storage containers’ ID numbers through the software. You can assign a box to an existing customer as “rented”, for example. As a customer’s box moves to a new address, the you track the box location to that new address. Once it is scheduled for a final pick up, the order is completed, and the box status will change to “empty”. You can view real time data of your inventory in the dashboard and see a detailed view by box size. You can also use the maps feature to see a Google Maps view of all your units.
SEAMLESS BILLING AND REPORTING: Portable storage software can bill your clients, perform refunds, void a transaction, re-charge a transaction, and do split card billing. It can also create reports and alerts for your managers.