Scheduling teams on PERFEX CRM: Lets look at the Perfex CRM's Resource Booking Scheduler Module
Scheduling teams on PERFEX CRM: let's look at Perfex CRM's Resource Booking Scheduler Module
As the Owner of a Service Company: plumbing, electricians, pest controllers, business consulting, or cleaning company, you need to be able to schedule your teams, and /or equipment so far your customers are serviced as promised and so that your business is productive and using its resources (people and equipment) effectively. Today let's talk about the Staff Outsource and Resources Booking module for the PERFEX CRM that's going to revolutionize the way you manage your staff and resources.. Let's explore how it works and why it's the tool you've been waiting for
1. What is the Staff Outsource and Resources Booking Module?
It is a virtual assistant that not only organizes your staff but also optimizes your resource allocation. That's exactly what this module does. Once activated, it seamlessly integrates into your Perfex CRM's admin interface, giving you a powerful tool to manage outsourced resources efficiently.
2. Creating Resource Groups for Flexible Categorization
As a service professional, flexibility is key. This module allows you to create Resource Groups, giving you a flexible way to categorize your staff members. Whether you're managing different service teams or specializations, this feature ensures that you have a clear overview of your workforce.
3. Assigning Staff Members for Outsource Work
Now, here's the real magic. Once you've created your Resource Groups, you can easily assign staff members who are available to outsource work. This not only streamlines the process but ensures that you're making the most out of your team's expertise.
4. Showcase and Functionality Preview
Curious about how it all comes together? The module provides a complete booking showcase along with a functional preview.
5. Supportive Functions for Better Reporting
But wait, there's more! This module goes beyond just organizing your staff. It offers supportive functions for better reporting. You can generate detailed reports and even view your bookings under a calendar, providing you with a comprehensive view of your operations.
So there you have it—a tool designed with you in mind. Perfex CRM's Staff Outsource and Resources Booking module is your key to unlocking efficiency in staff management and resource allocation. If you're ready to take your business to the next level, book a live demo with us, at Success By Design. We can have you up and running in 2-3 days.
Don't forget to like this video, subscribe for more Perfex insights, and stay tuned for the next game-changing feature. Until then, keep optimizing, keep growing, and I'll see you in the next one!
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