RJR Technology

In times where sales are up yet cash is tight, the answer usually is in work-in-process. Interestingly, many larger home services companies do not manage work-in-process effectively. LeadPerfection was designed to organize and analyze work-in-process so that at a glance, you could easily identify cases where jobs are running past due while there is still time to recover.

LeadPerfection allows you to specify "milestones", which are significant dates in the lifecycle of a typical project. These milestones might include when paperwork is received, when jobs are measured, when material is order and delivered, and when the work is started and completed.

A simple screen exists which color-codes all of the milestones according to when each milestone is due or how delinquent it has become. This allows you to see right away where problems exist.

Furthermore, reports exists which allow you to analyze "cycle time" by the person responsible for each milestone. For example, you could analyze how many days on average it has taken for each sales rep to turn in his paperwork. Similarly, you can analyze the cycle time for measurers, purchase agents and installation crews. By comparing their cycle times, you can identify individuals who are consistently delaying completion of projects. Acting upon this can shorten up the time necessary to complete jobs, thus improving your cash flow. It can also help reduce cancellation rate, since jobs which progress further and faster are usually less likely to be cancelled. There is also a built-in component for managing the confirmation process, whereby calls to prospects will be made in order to confirm the upcoming appointment a day or two in advance. This ties in directly with LeadPerfection's "Get Next to Dial" feature.