The key to customer communications in a service contracting business is proactive, clear and consistent communication throughout the entire contract lifecycle. This will include regular updates, timely responses to inquiries and open channels for feedback while maintaining a personalized approach to build a strong relationship with the client. Everyone must understand their roles, responsibilities and expectations as outlined in the contract.
A clear client contract is the foundation for successful working relationship. It helps prevent misunderstandings and ensures a smooth project process.
Why Estimate Rocket?
Estimate Rocket allows for the creation of a clear client contract that includes client and business information, the project details, timelines, payment terms, revisions policy, termination terms, expected confidentiality and legal jurisdiction. The platform has multiple channels for communications with your clients and tracks all communications. The system allows for personalization of all communications to develop a deep client relationship.
Open multiple communication channels with your client via text, 2 way client messaging and email and have all those communications tracked directly at the project and client level.
Enter details of phone calls into the project notes for reference later. Seamless revision tracking with the collection of signatures on change order will help understand the history of changes to the client contract.
Start with the Client Contract
Estimate Rocket documents all include client and business information.
The project details are made clear in the line items that will outline the scope of work and the price.
The timelines can also be set in a line item and can include key milestones and expected delivery date.
Payment terms, the revisions policy and the cancellation and termination terms as well as any confidentiality and legal jurisdiction would ideally be included in the document template.
Powerful terms and contract language will help everyone involved to understand their role to make the project a success.
Opening Up Different Lines of Communication
Estimate Rocket can email clients directly and automatically using follow up campaigns that will send outbound messages on specific days at specific times.
Follow Up Campaigns
2 Way Client Messaging
In Estimate Rocket the contractor and client can exchange messages discussing daily progress, changes requested and any changes to plans with regard to deliverables and timelines. Naturally all of these communications build trust because your client knows you are there as a strategic partner to make the project a success.
Schedule Change Notifications
Notifications can go through the normal client chat but can also be presented in such a way that the client needs to confirm the appointment directly. Changes to the schedule can happen because of weather, supply chain issues and even other contractors running behind schedule. The appointment confirmation will also notify the project owner and be recorded in the actual Estimate Project detail.
Reducing Conflict
Having a signed client contract for the original project as well as for any changes with full historical representation will help you avoid any conflicts. Any notes and conversations can also be recorded in the software if the information was not passed though the client 2 way messaging.
Estimate Rocket will have the fully signed contract as well as any signed changes to the client contract and a history with dates.
Including the signature on the change order.
Client Level Storage of All Communications and Contracts
Estimate Rocket will store all communications and contracts with your clients in a way they can easily be referenced. With no limit to the storage you don't need to worry about older data being removed from the server, you subscription will always allow you access to the data.
Find the Client and Find the Project
Each client record will show all projects to help you quickly find any previous project. The project level notes and history will help you pinpoint your client contract changes.
And then review the signed contract with the date signed and the signer.
Also Find All Communications under the Client
Detailed project emails, project 2 way communication messages and project notes will help you avoid conflicts
Client Communications and Client Contract in Estimate Rocket
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