Using Technology to Make Your Home Watch Business Fly
HELLO! I am Gary Hawton 35+ years in Finance and IT Consulting Previous Owner of Las Vegas Home Watchers Co-Owner of Home Watch IT You can find me at http://www.homewatchit.com or Facebook Home Watch IT 2
“ You jump off a cliff and you assemble an airplane on the way down. -Reid Hoffman, LinkedIn founder 3
WE’VE GOT A COMPLEX AIRPLANE! 4
PROCESSES 5
1 CUSTOMER INFORMATION We need a fuselage for the business 6
THE FUSELAGE - Customer Information Property Details Everything you need to know while on your home visit route Contact Details Facilitate communications with the property owner and any service providers . 7
THE FUSELAGE - Customer Information Customer Documents Contracts, invoices, interactions. 8
THE FUSELAGE - Customer Information Tools For Saving Customer Information ● Cloud-based document system (Google Drive, Dropbox, Evernote, etc. An application designed for ● storing such data (HWIT App, Method:CRM App, QRIDit, etc.) 9
THE FUSELAGE - Customer Information Tools For Saving Customer Information Cloud-based document system ● (Google Drive, Dropbox, Evernote, etc. ● An application designed for storing such data (HWIT App, Method:CRM App, QRIDit, etc.) ● Automate repetitive tasks (Zapier) 10
THE FUSELAGE - Customer Information Beware of The Baggage Keep Client Info Centralized ● ○ Cloud storage, not paper ● Security, Security, Security Encryption ○ Ability to remotely wipe data ○ 11
2 HOME VISIT REPORTING We need tires to make this roll! 12
THE TIRES - Home Visit Reporting Software A Checklist Validate you’ve covered everything required Documents the Visit Communicates the condition of the property and any issues found 13
THE TIRES - Home Visit Reporting Software A Communication Vehicle Give the client “peace of mind” Professional Appearance A clean report or web-page vs hand-written checklist or email only 14
THE TIRES - Home Visit Reporting Software Annotate your report photos ● Creates no doubt on what you’re seeing ● CYA! 15
THE TIRES - Home Visit Reporting Software Tools For Home Visit Reporting ● iAuditor (HWIT version) ● Excel ● QRIDit 16
THE TIRES - Home Visit Reporting Software Beware of The Baggage Protect The Client ● ○ Irrefutable evidence in the case of an insurance claim ● Protect Yourself Documents the visit and everything you did ○ Can refer back to any previous report ○ 17
3 ACCOUNTING SYSTEMS To make your business fly, you need wings! 18
THE WINGS - An Accounting System Get Paid Quicker Send a professional-looking invoice that clients can pay online Track Invoice Timeline Know if and when clients receive the invoice, view it, pay it, ignore it... 19
THE WINGS - An Accounting System Bill Payments Track all of your expenses and payments Automatically Rebill Clients Never forget to invoice for an expense 20
THE WINGS - An Accounting System Easier for Your Accountant Easy access to your data, less money spent on the accountant! Avoid the Year-End Scramble. Automatically Reconcile Bank and credit card accounts can be automatically reconciled 21
THE WINGS - An Accounting System Tools For Accounting Systems Quickbooks ▰ Others, but there are lots of ▰ factors in the decision 22
THE TIRES - An Accounting System Beware of The Baggage Keep Entries Current ● ○ Falling behind creates more work ● Watch Out for Incomplete Systems Billing systems are not accounting systems ○ Not much to gain with an incomplete system ○ 23
4 SCHEDULING & CRM You’ve moved on to the jet age! 24
JET AGE - Scheduling and CRM Track All Client Interactions From first contact (web lead) through the customer’s life Property Details Everything you need to know while on your home visit route 25
JET AGE - Scheduling and CRM Scheduling Track all recurring and one-time customer visits Automatic Invoicing Turn the client visits into an invoice -- post this directly to the accounting system 26
JET AGE - Scheduling and CRM Route Management Reporters can view their day’s route on their tablet, phone, webpage 27
JET AGE - Scheduling and CRM Details of each stop Individual work orders outline what tasks should be accomplished for each stop on the route, as well as show all information necessary for that visit 28
JET AGE - Scheduling and CRM Route Optimization Minimize your drive time 29
JET AGE - Scheduling and CRM Tools for Scheduling & Invoicing / CRM -Method:CRM - with HWIT Home Watch enhancements 30
THE TIRES - Scheduling and CRM Beware of The Baggage Invoicing systems that don’t interface with anything ● ○ Double entry creates more work ● Watch Out for Incomplete Systems Billing systems are not accounting systems ○ Not much to gain with an incomplete system ○ 31
PUTTING IT ALL TOGETHER 32
THANKS! Any questions? You can find me at (214)461-0166 & gary@homewatchit.com 33
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