Are you making the most out of vsHome?
If you are using vsHome every day and have been for a while, the chances are it’s already playing a part in how you manage enquires, quotes and installations. But when things get busy, it’s very easy to fall into habits and forget some of the features within the software that are there to make your life easier! Here’s a quick reminder of a few things built into vsHome that can help you keep your jobs organised.
Your jobs, all in one place
Every enquiry or project is able to have its own record. From the first conversation onwards, you can input customer details, quote numbers, site notes, survey details and all of this can be stored in the same place. Doing this makes it much easier to look back on what has been discussed or agreed without having to dig through emails or paperwork.
Record the practical details
Alongside the main job information, vsHome also allows you to log the practical things that sometimes get forgotten. Planning permissions, access notes, need for skip hire or anything else you know is relevant to the installation.
Create reports
Sales and survey reports can be generated using the details you have already stored in the system. Your customers name, address and the job details can be pulled through into a branded report which can be viewed on screen or shared as PDFs.
Send information to customers
Quotes, reports and even 3D models can be sent directly to customers from within vsHome, giving them a clear picture of what’s being installed.
Keep the team in the loop with CAST
If a project involves multiple people, CAST ensures everyone stays on the same page. Installers, office staff and sales teams can all access the latest job details, making collaboration smoother and reducing the risk of missed info.
Most vsHome users are already using some of these features every day. But if you find yourself chasing notes, checking emails for job details or repeating admin tasks, it might be worth taking another look at how you’re using the job management tools in vsHome.