Your technicians bill $150-200/hour installing commercial AV systems. Why are they spending 10+ hours weekly on proposal follow-ups, appointment confirmations, and service ticket routing? These five admin tasks eat billable hours and should be automated yesterday.
Stop Wasting Billable Time on These Tasks
1. Proposal Follow-Up Sequences
You send a $75K proposal for a conference room build-out, then manually chase the client for three weeks with "just checking in" emails. Meanwhile, you're juggling five active installations. Automated follow-up sequences send scheduled touchpoints, track when prospects open the proposal, and alert you only when they show interest—no more guessing who's serious.
2. Service Call Intake & Routing
Client calls about a projector issue. You scribble notes on paper, text your tech, manually create a ticket in your system later (maybe), and hope nothing gets lost. Automation captures service requests via phone or web form, creates tickets instantly, assigns techs based on location and expertise, and sends arrival ETAs to clients—all without touching a spreadsheet.
3. Installation Appointment Coordination
Scheduling install dates means back-and-forth texts with your crew, emails to the client, calendar updates, and reminder calls the day before. One schedule change creates a cascade of manual updates. Automated scheduling syncs your calendar, sends confirmation emails, alerts techs 24 hours before jobs, and notifies clients when crews are en route—coordination that used to take 20 minutes now takes zero.
4. Lead Qualification & Handoff
Web inquiries for "home theater install" could be $5K or $50K projects. Someone has to call, qualify budget and timeline, then assign to the right sales person. That "someone" is often your highest-paid tech when they should be on a job site. Automation asks qualifying questions upfront, scores leads by project size and urgency, and routes hot prospects to sales instantly—no tech time required.
5. CRM Data Entry After Job Completion
Install finishes at 6pm. Your tech is supposed to log job notes, update equipment serials, and mark the project complete in your CRM. It doesn't happen—or it happens three days later with half the fields blank. Automation pulls data from job completion forms, updates the CRM automatically, triggers invoicing, and schedules follow-up satisfaction surveys without relying on tired technicians to do data entry.
The Cost of Manual Admin
If your project managers and techs spend 15 hours per week combined on these five tasks, that's 60 hours monthly at $150/hour—$9,000 in lost billable time every month. Automation costs a fraction of that and doesn't forget to send the follow-up email.
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