Updates to Implementation

Hi, it's Mike Andes, founder at HomeWorks, and I wanted to share with you an exciting development that we have for our support and our success teams here at HomeWorks. And that is our brand new importing and implementation process. Now in the past, we've had HomeWorks Academy, the help articles, and when you join the software, you had calls with support. However, we wanna make it much more structured and make sure that you get everything possible out of the software. We constantly see people 6, 12 months into the software not fully utilizing the features around autopay, around deposit thresholds, automations, and so many powerful features. And so we've added this brand new importing and implementation process in addition to your usual onboarding. So for new members that have not yet joined HomeWorks, it's gonna look very much like a white glove onboarding experience. It's completely free. We're gonna import all your customers for you from your other CRM. We'll do it all for you, usually within a matter of a couple days, depending on how many contacts and customers you have. Now, the second part of the process after importing is implementation. And this is going to be a 5-day sequence where every single day, Monday through Friday, you're gonna join for 1 hour with our team on a live video call. You and a few other members that are also at the exact same stage and getting set up inside the system. Now, if you're an ex— existing member and you're watching this, you're also welcome to join these calls, even if it— you joined 6 or 12 months ago. I highly recommend going through these implementation calls with the support team and understanding exactly how to use the software. Now, on Monday, and it's a 5-day program, the implementation calls, it's going to go over all your account settings and making sure everything is configured exactly the way you want it on your estimates, on your invoices, and making sure there is no holes in your setup process. Now, on Tuesday, again, this is every day for 1 week, 1-hour calls that are live with the support team. On Tuesday, we're going to go over team management and the Field Force mobile app setup. To make sure you fully understand exactly how your team out in the field can use the mobile app, whether it be for videos, upsells, and managing their tasks throughout the day. Now, on Wednesday, we're gonna go over estimates. Everything you could possibly think about getting more sales from customers, but setting it up correctly from the get-go inside of the software. On Thursday, we're gonna go over scheduling and the dispatch board. You can save so much time with just a few little tweaks to your process that you're spending every day, maybe spending 10, 15 minutes doing, and it's a click of a button away from saving you all that time. And so that's what we're gonna go over Thursday, that process of dispatching and scheduling to your crew. On Friday, we're gonna go over invoicing and payments, actually collecting on the jobs once they've been scheduled, completed, and now you're asking for payment, cards on file, deposit thresholds, the customer portal, and all aspects of understanding exactly how to use the software. So I'm really looking forward to be able to get new members up to speed, fully integrated and using the software. I'm looking forward to being able to make sure that our existing members are fully utilizing the software for something they're already paying for, but getting way more from it. So down below, you can either book a call with our team, watch a demo, or you can just go ahead and schedule your implementation calls if you're an existing member and make sure that you're utilizing HomeWorks to its full capacity.