SERVICES OVERVIEW


CLIENT PROJECT MANAGEMENT

Our coordinators help you run your day-to-day business.

CERTIFIED BOOKKEEPERS

Helping you attain greater flexibility with your time and month-end close while providing cost savings to your business.

SOCIAL MEDIA MANAGEMENT

Our coordinators help you stay relevant and connected with your market through social media.

COMMERCIAL TAKEOFF'S

Our Project Engineers help you perform commercial takeoff's to increase your speed to bid.

KEY FEATURES

HELP DESK TICKETING SYSTEM

CLIENT PORTAL DASHBOARD AND WEEKLY REPORTS

FINANCIAL METRICS TO DRIVE YOUR GROSS MARGIN GROWTH

CLIENT PROJECT MANAGEMENT

  • MAINTAIN CLIENT CALENDARS

    FSS will fully maintain your calendar to include time off, networking, consultations, installations, and warranty calls.

  • GOTCHA LINKED

    FSS will assist in all data input for the Gotcha Covered CRM (Gotcha Linked) as well as other associated operating platforms.

  • ORDER TRACKING

    FSS will manage all the moving pieces to track your orders and maintain communication with you.

  • INSTALLATION SCHEDULING

    FSS will facilitate all the back-and-forth communication with installers and your clients.

  • TOUCH POINTS

    By providing additional client touch points FSS will enhance your clients' experience with your business.

  • APPOINTMENT CONFIRMATIONS AND REMINDERS

    FSS will keep you, your team, and your clients on schedule with appointment confirmations and reminders.

    Need to reschedule? We’ll handle the details for you!

  • ORDER UPDATES

    Along with tracking the order status, FSS will communicate on your behalf keeping the client up-to-date on any manufacturing and shipping delays.

  • CHARGING REMINDERS

    FSS will maintain a motorization database for all your clients and provide timely communication for them to charge or replace their batteries to prevent a lapse in service.

  • DATA IN REAL TIME

    FSS will provide all clients with a data snapshot to help identify business trends with precision.

  • MARGIN ANALYSIS

    FSS empowers our clients to see their true margins enabling their businesses to maintain profitability.

  • SHIPPING AND INSTALLATION PROFIT AND LOSS ANALYSIS

    FSS performs regular analysis on forecasted versus actual shipping and installation charges to ensure all our clients are operating cost-effectively.

  • REWORK AND WASTE ANALYSIS

    FSS will assist in tracking all rework costs in your business therefore helping to identify areas for improvement and margin enhancement.

SOCIAL MEDIA MANAGEMENT

  • DIALY SOCIAL MEDIA POSTS

    FSS social media gurus will craft content and inspiration from our client’s finished projects.

  • GOOGLE MY BUSINESS

    Boost potential client engagement with Google by a regular cadence of inspiring content posted to Google My Business.

  • CONNECTING WITH ALL CLIENTS

    The FSS team will find your clients on social media and create positive engagements with them.

  • MAILCHIMP CAMPAIGNS

    Through creative and dynamic Mailchimp campaigns FSS will help generate leads through referral business.

  • SOCIAL MEDIA ENGAGEMENT ACTIVITIES

    FSS will actively research and promote our client’s services to social media groups and content contributors within their territory.

  • NETWORKING

    Social media networking is a very powerful tool, FSS will work to find those content creators in your territory and work to network, share, and collaborate on your behalf.

  • A NET PARTNER RESEARCH

    FSS will do the leg work to seek out realtors and designers in our client’s communities that can create meaningful synergy.

    The result will be your Client Project Coordinator automatically scheduling a networking session for you.

  • GLOBAL DATABASE FOR PRODUCT PICTURES

    FSS will act as a single resource for manufacturer pictures, complemented by your real projects.

    These will blend together to enhance your social media strategy.

CERTIFIED BOOKKEEPERS

  • CATALOGING MONTHLY BANK & CREDIT CARD TRANSACTIONS

  • MONTHLY BANK ACCOUNT RECONCILIATION

  • MAINTAINING QUICKBOOKS ONLINE (QBO)

  • CLASSIFY PURCHASES FROM ORDER PLACEMENTS

  • CREATE CORPORATE REPORTS

  • PREPARE BOOKS FOR MONTH END REPORTING

    Balance Sheet, Income Statement, and Statement of Cash Flows.

COMMERCIAL TAKEOFF'S

Our service for Commercial Takeoffs directly aligns with our purpose by removing the countless struggling hours of doing takeoffs manually, and it enables you to bid more jobs increasing your potential for revenue generation.