Helpful Hints

Build a recommendation or revision for any work your customer declines so you can continue to build customer loyalty by asking them on each visit if they have preformed the service. This actually allows you to take care of your customer and to build a loyal relationship which helps the customer find value in your services.

Did you know you can create your own "follow up" letters?

Did you know you can click on the "Followup" tabs to filter a list of customers who's last invoice falls into a prior date range. You can then create your own postcard and send it to inactive customers. Click here for a demonstration.