4 Ways ClientRunner’s Restoration Management Software Increases Transparency
Business transparency has become increasingly more important with the most recent workforce generation, largely due to ever-increasing access to business insight from social media, social sharing and the wealth of knowledge at our fingertips through a quick web search. Businesses are understanding the need (and instilling the desire) to adhere to strict business ethics and uphold customer and employee trust and loyalty through transparency. ClientRunner’s Restoration Management Software for contractors provides improved insights into daily business practices allowing management to have a better understanding of what is being communicated to customers, employees to have a better understanding of their role and expectations from management, and customers to have a better view into what is happening with their property at any given moment.
The following are 4 ways that ClientRunner’s Restoration Management Software increases transparency across these channels.
1. Job Notes
In most software systems job notes are designed to be a permanent, lawful record of all communication and progress on a job file. These notes cannot be altered or deleted, and such systems generally provide automated job note documentation for convenience, such as a system generated note when a job status is changed, employees are added or removed from a job file, milestones are met, etc.
Job notes provide a fully transparent work environment, as the username, date and time are all stamped on the job file when a note is created. Management has insight into when the record was created, what was accomplished, and can more closely manage the job progress accordingly. Any employee added to the job file can quickly see what was accomplished prior to their involvement and easily be updated on the next steps in he job.
2. Job Portal
A job portal is primarily a means of communication between a contractor and an approved 3rd-party, such as a homeowner, property manager, insurance adjuster, etc. ClientRunner Software’s unique job portal, for example, provides job details to the 3rd-party, including basic job details, job notes, job documents, pictures, a job work schedule, and more – all of which is approved for view within the job portal by the contractor, and access can be controlled to ensure full security to sensitive job information.
By design, a job portal’s primary purpose is transparency through communication. In many cases, a homeowner has been displaced from their home due to a disaster situation – undoubtedly a difficult and often emotional ordeal – and the job portal provides a view into the daily progress of the restoration process of the property in order to help provide some peace of mind. The homeowner can see exactly when the contractor will be on the job site, detailed notes on anything the contractor wants to share, pictures of the damage and repair, and more. Such a tool allows all parties involved in the restoration effort to feel comfortable, informed and on the same page with the job progress at any given time – that’s a powerful tool!
3. Advanced Reporting
Reporting is generally thought of as a way to track financials and job progress, but it is also a natural form of business transparency and accountability. Managers and business owners use reports to understand daily, weekly, monthly and/or yearly workflow patterns and trends, to forecast future profit and work volume, and much more. All of this data is made available by system users providing micro-data into each individual job file, which ultimately provides a macro-view into the business as a whole for management.
By using a restoration management software system, users understand that updates to a job file will affect reporting data, such as a Weekly Production Report, a Work in Progress Report, a Referral Report, Revenue Reports, and more. They generally expect to review such data in weekly production or marketing meetings, as the management team has full insight into all account activity. Management can often address concerns or issues directly with the team simply by reviewing such reports, allowing the company to continue healthy growth and success, week by week.
Scheduling is very seldom a private activity within a company, and restoration management software makes it easy to see who is doing what, where they are at any given time, and how long they can be expected at that location. Generally speaking, any user can access another employee’s schedule, providing full transparency into the daily workflow. This is useful in many ways, but primarily helps the employee to be fully accountable to their time spent at any given time.
As companies trend toward more transparent work environment, restoration management software becomes a natural alignment with best practices. More and more management teams and users are building stronger relationships with their co-workers, customers and managers by becoming more aware of the progress and insight into the business, and it’s not an accident – it’s entirely by design to help companies to become more successful and grow through increased transparency.
For more information on business transparency through ClientRunner’s Restoration Management Software, visit our website!