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HELLO!
I am Gary Hawton 35+ years in Finance and IT Consulting Previous Owner of Las Vegas Home Watchers Co-Owner of Home Watch IT You can find me at http://www.homewatchit.com
- r Facebook Home Watch IT
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Using Technology to Make Your Home Watch Business Fly HELLO! I am - - PowerPoint PPT Presentation
Using Technology to Make Your Home Watch Business Fly HELLO! I am - - PowerPoint PPT Presentation
Using Technology to Make Your Home Watch Business Fly HELLO! I am Gary Hawton 35+ years in Finance and IT Consulting Previous Owner of Las Vegas Home Watchers Co-Owner of Home Watch IT You can find me at http://www.homewatchit.com or
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“You jump off a cliff and you
assemble an airplane on the way down.
- Reid Hoffman, LinkedIn founder
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WE’VE GOT A COMPLEX AIRPLANE!
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PROCESSES
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CUSTOMER INFORMATION
We need a fuselage for the business
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THE FUSELAGE - Customer Information
Property Details
Everything you need to know while on your home visit route
Contact Details
Facilitate communications with the property owner and any service providers.
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THE FUSELAGE - Customer Information
Customer Documents
Contracts, invoices, interactions.
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THE FUSELAGE - Customer Information
Tools For Saving Customer Information
- Cloud-based document system
(Google Drive, Dropbox, Evernote, etc.
- An application designed for
storing such data (HWIT App, Method:CRM App, QRIDit, etc.)
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THE FUSELAGE - Customer Information
Tools For Saving Customer Information
- Cloud-based document system
(Google Drive, Dropbox, Evernote, etc.
- An application designed for
storing such data (HWIT App, Method:CRM App, QRIDit, etc.)
- Automate repetitive tasks (Zapier)
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THE FUSELAGE - Customer Information
Beware of The Baggage
- Keep Client Info Centralized
○ Cloud storage, not paper
- Security, Security, Security
○ Encryption ○ Ability to remotely wipe data
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HOME VISIT REPORTING
We need tires to make this roll!
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THE TIRES - Home Visit Reporting Software
A Checklist
Validate you’ve covered everything required
Documents the Visit
Communicates the condition of the property and any issues found
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THE TIRES - Home Visit Reporting Software
A Communication Vehicle
Give the client “peace of mind”
Professional Appearance
A clean report or web-page vs hand-written checklist or email only
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THE TIRES - Home Visit Reporting Software
Annotate your report photos
- Creates no doubt on what
you’re seeing
- CYA!
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THE TIRES - Home Visit Reporting Software
Tools For Home Visit Reporting
- iAuditor (HWIT version)
- Excel
- QRIDit
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THE TIRES - Home Visit Reporting Software
Beware of The Baggage
- Protect The Client
○ Irrefutable evidence in the case of an insurance claim
- Protect Yourself
○ Documents the visit and everything you did ○ Can refer back to any previous report
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ACCOUNTING SYSTEMS
To make your business fly, you need wings!
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THE WINGS - An Accounting System
Get Paid Quicker
Send a professional-looking invoice that clients can pay online
Track Invoice Timeline
Know if and when clients receive the invoice, view it, pay it, ignore it...
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THE WINGS - An Accounting System
Bill Payments
Track all of your expenses and payments
Automatically Rebill Clients
Never forget to invoice for an expense
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THE WINGS - An Accounting System
Easier for Your Accountant
Easy access to your data, less money spent on the accountant! Avoid the Year-End Scramble.
Automatically Reconcile
Bank and credit card accounts can be automatically reconciled
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THE WINGS - An Accounting System
Tools For Accounting Systems
▰ Quickbooks ▰ Others, but there are lots of factors in the decision
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THE TIRES - An Accounting System
Beware of The Baggage
- Keep Entries Current
○ Falling behind creates more work
- Watch Out for Incomplete Systems
○ Billing systems are not accounting systems ○ Not much to gain with an incomplete system
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SCHEDULING & CRM
You’ve moved on to the jet age!
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JET AGE - Scheduling and CRM
Track All Client Interactions
From first contact (web lead) through the customer’s life
Property Details
Everything you need to know while on your home visit route
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JET AGE - Scheduling and CRM
Scheduling
Track all recurring and one-time customer visits
Automatic Invoicing
Turn the client visits into an invoice -- post this directly to the accounting system
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JET AGE - Scheduling and CRM
Route Management
Reporters can view their day’s route on their tablet, phone, webpage
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JET AGE - Scheduling and CRM
Details of each stop
Individual work orders outline what tasks should be accomplished for each stop on the route, as well as show all information necessary for that visit
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JET AGE - Scheduling and CRM
Route Optimization
Minimize your drive time
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JET AGE - Scheduling and CRM
Tools for Scheduling & Invoicing / CRM
- Method:CRM - with HWIT Home Watch
enhancements
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THE TIRES - Scheduling and CRM
Beware of The Baggage
- Invoicing systems that don’t interface with anything
○ Double entry creates more work
- Watch Out for Incomplete Systems
○ Billing systems are not accounting systems ○ Not much to gain with an incomplete system
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PUTTING IT ALL TOGETHER
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THANKS!
Any questions? You can find me at (214)461-0166 & gary@homewatchit.com
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