Routzy: The Ultimate Sales Tool

On September 20th, 2015 by

Do you wish your service company had a better way to make sales in the field? Would you like to turn your sales reps into completely self-sufficient sales champions? Do you crave the ability to move from the moment you first contact a lead to the moment work is completed—in the same software system?

Well, we’ve got some good news! This week, our team proudly unveiled the solution to all of your problems. Ladies and gentlemen, I’m proud to announce Routzy, the ultimate mobile sales tool!

What is Routzy? Routzy is a do it all sales center condensed into a spiffy, intuitive iPad app. Give your reps Routzy, and you’ve given them a customer database that goes wherever they do. Watch with pride as they harness this tool to make presentations, create quotes, set followups, and close deals. The kicker? Routzy is 100% integrated with Smart Service! Check out the video to get a better idea of how it works:

Of course, the above primer only scratches the surface of what Routzy can do. Notable features include:

• Sales contact management.
• Sales route planning.
• GPS reporting and navigation.
• Prospect contact histories.
• Two-way Smart Service integration.
• Follow-up reminders.
• Intuitive quote/proposal creation.
• PDF form support.
• Barcode scanning.
• Freehand and grid-based drawings.
• Annotated pictures.
• Automated activity reporting.
• Dropbox integration.

Between Routzy and our field service app iFleet, we now give your service company the ability to go from the moment of the sale to the moment service is completed. The Smart Service software system is your true one-stop shop for all of your business software needs.

If you’d like to see Routzy in action, request a free, personalized demo today!

Payment Collection Changes

On September 8th, 2015 by

The ability to use a card reader to collect payments in the field is indispensable to small businesses, but businesses collecting payments in this manner should be aware of a major change credit card providers are about to unleash.

To combat credit card fraud, all major credit card manufacturers have been mailing replacement cards equipped with EMV chips to consumers. These cards purportedly offer a more secure means of transaction. While any existing card reader should be able to process these new cards, a coming shift in credit card company policy should prompt your business to upgrade to a reader with the ability to read EMV chips:

Starting October 1, the liability for incidents of credit card fraud will shift from the bank processing the payment to the business collecting the payment. This shift in liability can be prevented only if your business upgrades to the new reader technology.

How should your business protect itself? Contact your current payment collection service provider and ask them about the coming shift. Most of these service providers are doing everything in their power to prepare their customers for the transition, and each almost certainly offers a solution to deal with the issue. (If your provider plans to ignore the shift, it might be time to consider migrating services. Our primer on the available options might make a good starting point.)

Further reading:

• The Washington Post on the shift and small business awareness.
• Frequently Asked Questions regarding the EMV shift.

NOTE: Payment collection in iFleet or Routzy will be unaffected by the upcoming changes, as the issue concerns hardware specifically.