Windward System Five’s customer relationship management software was designed to be as quick and easy as a scheduling book, while giving you the advantages of a computer program. It automates many time-consuming scheduling tasks and helps you reduce bottlenecks at your front desk, freeing your staff for other activities.
Windward's Integrated Calendar helps you organize a variety of appointments, whether they are internal or customer interactions.
Appointments are linked to the related invoices saving time and frustration for technicians, load builders and delivery drivers.
With Windward’s Integrated Delivery Scheduler, it’s easy to keep track of your deliveries and the status of each load. Not only does this make for a smoother, more satisfying customer experience, it’ll also free up time that you can spend increasing your sales and marketing efforts.
Here’s a sample of Windward Software’s Delivery tools:
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Managing your service department can be tricky, especially if you’re doing it manually. A point of sales system handles service orders with ease by tracking their status and removing guesswork.
It also gives management the ability to gain feedback on labor efficiencies so that they can compare estimated service times with actual service times. For more in-depth analysis, a particular service item can include:
Windward System Five can also be used to set reminders and send notifications:
Track the whereabouts of your inventory, and avoid:
Read Also Using Inventory Management Software to Add Rentals to Your Business for more on this.
Windward Software’s business management system incorporates several standard reports that will help you manage your business. You can track a number of appointment-related statistics such as:
This data enables you to make more informed decisions regarding your business practices and helps you maximize profits.
Windward's Calendar Functions are included in your Windward System Five on Cloud subscription.
Documentation can be found in Windward Self-Help
Windward clients, please contact your Account Manager to talk about a Professional Services plan for advanced help setting up the Delivery or Service Appointment Scheduler. +1 (800) 633-5750 |
This Windward Solution Series video covers the Scheduling process for deliveries in depth. For more Solution Series Videos please consider subscribing. |
If you are not yet a Windward client, one of our Business Developers would be happy to talk to you about your current business challenges and see how Windward System Five can help.
Please reach out at +1 (800) 633-5750
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