Service Calls

 
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Old 03-11-2009, 01:58 PM   #11
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Re: Service Calls


Correct.

The Quickbooks/Intuit Merchant Account Credit Card Kit Software does NOT require you to use Quickbooks Accounting Software Packages.

It is a stand alone product that gets the funds into your designated account.

By the way, here is a tip for a credit card bank account.

Set up a separate account, in the event that there are ever any charge backs, so that you would have already shifted the funds from the credit card account to your primary account.

That way, you don't get caught off guard for cash flow reasons.

Also, have them sign an agreement form that they authorized the charge, or a signed receipt will also suffice.

Ed

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Old 03-13-2009, 02:54 PM   #12
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Re: Service Calls


Of course, the latest thing these days with regards to credit cards is the "chipped" credit cards, that have a chip and require the customer to enter a PIN. I have one, but I'm surprised at how many vendors *don't* require me to enter my PIN when I present it, because they "haven't set that part up yet".

Trust me, set yourself up to take PIN payments. That way, there's NO WAY a customer can call up their company later and reverse the charge, claiming that it isn't their signature or whatever. If the PIN went through, the credit cards will push back at them saying "you authorized the charge, so pay the bill."

My point: If you're taking credit card payments, get the terminal that allows you to swipe the card and gets the customer to enter their PIN.
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Old 04-20-2009, 03:22 PM   #13
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Re: Service Calls


Quote:
Originally Posted by Grumpy View Post
Lesson learned. Verbal agreements are not binding because peoples' memories get foggy or flat out lie. Next time you fax or email a written proposal and ask them to sign and fax or email it back before you waste your time. I do alot of repairs that I close over the phone like you, the difference is I won't send someone out there without a binding agreement.

This IS a job, not an ESTIMATE. We don't give free estimates on repairs, unless you twist our arm. We typically want to close the job over the phone T&M since replacing a few shingles is maybe $250 assuming it's a stock color. However That same $250 will jump to about $400 if I, or one of my estimators, have to make two trips and write up a detailed proposal. It's most fair to the customer and the company to do these small jobs T&M.

But the fact remains, it's a job not an estiamte and the customer needs to know this. Which is why I make them sign a contract before scheduling the work.
I don’t suppose you would mind sharing the contract language for a repair work order?

I’m not sure how to go about this because I don’t know how much to charge for it if I haven’t seen it and the prospect isn’t going to be comfortable giving me the go ahead if they don’t know how much I am going to charge.

All I know is that I don’t have time to give free estimates for repair work.
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Old 04-20-2009, 03:45 PM   #14
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Re: Service Calls


Someone called today that has a leak around a skylight. He was referred to me by a home inspector that I know. I told him I would come out and take a look at it. The only reason I did that was because it was a referral.

I’m thinking about calling him back and telling him I have a minimum charge for coming out to evaluate the problem.
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Old 07-14-2009, 12:23 PM   #15
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Re: Service Calls


This may be off topic slightly. I don't think I could get away with a service call in my market, I suspect the customer would just call someone else.

I don't mind going out to look at repairs, sometimes the customer has bigger issues than they originally thought, and end up replacing the roof in lieu of repair.

Sometimes that small repair turns into a new roof down the road, and you already have done work for them before so you may have an advantage over a competitor. Perhaps their co-workers, friends, etc may need a new roof, the repair customer may provide a ref. for you, which could lead to a new roof sale.

You would be surprised on the amount of new roofs I get off repair work. Some contractors in my area don't do repairs, which I think is stupid on their part, and suggest the H.O. call me for the repair.

James

Last edited by jamesfl; 07-14-2009 at 12:24 PM. Reason: forgot name
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Old 07-15-2009, 08:07 PM   #16
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Re: Service Calls


I love small leak repairs. I can knock them out myself and it's almost pure profit. I turn them into larger jobs if possible. With the weather we have had this year most CO. are not interested in anything other than complete reroofs. I'll take all these little jobs now cause when it slows back down all these people will remember that I came when needed and the others didn't even return there call...
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