Hello HEPsters,As we ramp up our business, we are looking for a low-cost CRM we can use to track our interactions and collect some metrics about our business.Have you had any experience with any…Continue
"Does anyone have any data or info (anecdotal or otherwise) on the benefits of adding storms to existing windows? I've heard anecdotally that well-sealed storms provide a bigger air gap, and thus a higher R-value for the whole…"
"If you are interested in a more robust, Quickbooks-integrated solution that handles more than just CRM-- it handles everything from the CRM initial client contact, to estimating, quotes, po's, invoices, vendor bills, even warranty tracking --…"
"Tom, this topic has been discussed a number of times at the JLC Online "Business Technology" forum. Joe Stoddard is the moderator and he does a great job finding and reviewing new software, including CRM. If you page through the threads…"
Hello HEPsters,As we ramp up our business, we are looking for a low-cost CRM we can use to track our interactions and collect some metrics about our business.Have you had any experience with any inexpensive, online tools? Any recommendations?Thanks,Tom See More
"On the flip side of the coin, Bob, one could easily say that there are as many or MORE non-auditor contractors who will scam the customer. So the argument might be that the best judge for the best measures with the best ROI could in fact be the…"
"Jon, You nailed it: "It's interesting what the different programs around the country offer."
We work for two utilities on turf that is constantly changing, under rules and incentives that shift equally. I don't know how…"
"Not sure why you call it a sham. The industry is rapidly growing, new opportunities are arising, and the business models are evolving to meet the demand and growth. I understand that the competition is tough, especially for sole proprietors/single…"
"One more thing: I have met a dozen auditors who have virtually zero knowledge of home science. The recommendations they can make are sometimes egregious, not cost effective, and can have negative impacts on the home's comfort and sales price.…"
"I will provide some clarification on my situation, after some research and discussion with program leads form the utility programs in which I work.
When I trained to become an approved auditor for local utility programs, one of the criteria…"
"Good point, Alan. A few weeks ago, a colleague suggested that "as long as it's free, they'll try it." Once the rebates and freebies are gone, the jobs will likely follow, and the retrofits will likely drop off as well. Regardless…"
"In the Seattle Area, Puget Sound Energy now offers free "Home Assessments," as opposed to full-on audits. Part of the requirement of these brief assessments (1-2 hr., sadly, focused on appliance, duct, and insulation visual inspection…"
Beyond making the sale: Getting our work to the point where it is one of the FIRST considerations of homeowners and home buyers, as opposed to one of the last of their concerns. How do we accomplish this?
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