ALS déménagement digitizes the taking of quotes with Plugnotes
Contents
Moving houses is a common experience many face during their lives. With the move also comes the risk of broken goods due to inadequate packaging. In this article, find out how a Belgian moving company has optimized this flow. x with Plugnotes .
Can't wait to learn more? Contact us to discover other examples and share with us the challenges related to the daily operational life of your SME.
AL S move specializes in moving your furniture, including more fragile and valuable pieces. Their movers are trained before they start the job. Their services include packing, moving, warehousing, supplying trucks and insurance.
Recently some things have changed for the better
What brought on the change
The company was recently taken over by three partners who aim to ensure continuity of service and dream of optimizing existing processes. Despite quality work that is much appreciated by their clients, management spent too much time overseeing the administrative follow-up of files.
To start a project, they had to go to the customer and list each item on paper. They would then take pictures of all the objects with a camera. Back in the office, they then transcribed the information into an Excel document, uploaded the photos to the document and prepared the quote for the client.
Once the information was sent to the client, they waited for the validation of the project by email.
Then, on the day of the project, they must give all the instruction documents to the movers so that they can carry out the necessary work.
It took about a hundred words to describe the process of starting a project. This is because of the amount of information to be collected, transcribed and then to be exchanged with the customer and internal teams. Not to mention, the risk of errors that accompanies these manual and repetitive tasks: loss of information, misinterpretation of notes, ...
Plugnotes to service ALS
This is where Plugnotes comes in. ALS contacted Plugnotes to help them optimize the processes already in place.
With Plugnotes, they were able to digitize and optimize this process in no time. Via the mobile and web application they were able to:
- create custom forms
- take notes and photos of the customer's inventory
- comment on the photos with the details of the goods
- centralize information in one place
- simplify the creation of quotes by exporting information to Excel
- send the completed form to the customer to verify that the inventory is complete
- send a copy of the file to the mover
- view the data and files using tables and reports
- archive the files so as to be able to consult them later
Some immediate results
Nowadays, everyone is saving time with this new implementation. When a member of the ALS team comes to a client for a quote, he lists the items by completing the Plugnotes form on his smartphone. He attaches photos of the articles and comments on them if necessary. Back at the office, he easily finalizes the quote with all the data centralized. Finally, he shares the file easily with his client, who does not have to be a Plugnotes user to access it. This is better no?
With Plugnotes, you can configure powerful digital forms in just a few clicks that you can share with your internal team or with external third parties; customers, suppliers or partners.
In all circumstances, Plugnotes makes it easy to collect and share information and files. All information is available on mobile (IOS & Android) and on the web. They can be viewed as a dashboard or instantly exported to Excel.
Plugnotes can even be integrated with the rest of the IT ecosystem to automate the
information transfer: ERP, Microsoft suite, CRM ...
- Simplicity of implementation and 100% team support
- Mobile and offline use
- Exchange of information as a team or with third parties
- Centralization of a multitude of needs
- No training or technical skills required
Shall we get started? Contact us to discover other examples and share with us the challenges related to the daily operational life of your SME.