Did you ever wonder as a small business how to keep track of your clients and jobs better, ideally without having to visit or engage in long phone calls with them? This is possible thanks to TREXIS now, a simple user-friendly platform that streamlines the process of collecting information from customers remotely.
How the App Works
Engage your client
Step 1: Register and engage your client using the mobile number they call you from when they first contact you. TREXIS will send to your clients a text message on your behalf with a link where they complete their details and explain the project they have for you.
Step 2: Clients can provide any information you need, the forms to do that are customisable in TREXIS. They can even upload images and video from their phone with a tap of a button which helps your team decide what it takes to get the job done and how to proceed.
Step 3: Your dashboard is where you can track everything in a chart and table, the status of each job and client.
Important Benefits of TREXIS
Track your jobs and clients
TREXIS professionally offers online tools for tracking your jobs, status, history, progress and more. You can know exactly who is working on what and make sure your customers are taken care of.
Assign tasks and manage your team
Manage your company staff, assign jobs, access rights, and see how your resources are being effectively utilised.
Search and catalog
Navigate and catalog your jobs as required. You can view a complete history of all interactions with your customers. Get catalog for easy listing and advanced search.
Through dynamic forms, pictures and videos of your customer’s premises, your productivity will increase. Not only it will save money by not having to drive to every customer just to provide a quote, but it will always be prepared before going to a site.
On Demand reports
Generate reports with a click of a button. View graphs and statistics on how your business is doing by category and dates.
Value for money
You can try TREXIS with 10 job forms for free, then starting from £5.99/month, a really small price for the value it gives you to keep your clients, jobs and your team organised while you can concentrate on productivity.
If you are searching for quality new mobile app arrival which has some uniqueness into the mix, then you should check out TREXIS app developed by SDG Consult Limited.
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