Looking for a way to streamline the certificate management process? Certificate management software can offer a number of benefits, including the ability to automate tasks, save time and improve efficiency. In this article we’ll explore the top 5 benefits you can expect from using this type of software.
One of the biggest benefits of using certificate management software is the ability to automate tasks. With certificate management software, you can set up your preventative maintenance (PM) and calibration schedules and generate the jobs automatically to meet calibration and inspection due dates. Easy to use scheduling calendars and job lists provide information at a glance and make it simple to make changes if needed. Once scheduled, your technicians will get their next job assignments sent straight to their mobile app. Technician labor and travel times are tracked, work completed is reported, certificates are completed and the customer’s signature is taken – all from the technician’s mobile device. At the same time, the dispatcher has a complete view so they can keep an eye on all service calls in progress, set up escalations and notifications, and make sure everything is on track. A certificate management system will also keep track of your maintenance history, with completed certificates and inspection reports, so you know when it’s time for repeat calibrations and service.
Another benefit of using certificate management software is the time savings it can offer. With this type of software, you can eliminate the need to manually create, store and send certificates. This can free up your time so you can focus on other tasks. Reducing the time technicians take to enter the same information on each calibration report can reduce the amount of time spent completing calls. When you use custom electronic certificate templates which auto-populate relevant data from your centralized service and certificate management software, you’ll save time and get more jobs done. With the certificate management system managing the recurring scheduling, automatically sending completed certificates to customers, managing inventory and generating customer billing, you’ll free up time and may even wonder how you did it all before.
When a company is small, with only one or two technicians and a few customers, it’s easy to keep track of certificates, maintenance scheduling, invoicing, accounting and sales. But as your business continues to grow and become more successful, that means more customers, calibration schedules, service and admin staff to manage. Managing it all without a service and certificate management system is difficult to do efficiently, and takes up enormous amounts of administration time. Missed due dates, delayed billing and lost or error prone paperwork can start to become a reality. Luckily, automating with an automated service and calibration report process can make managing your business easier and improve both your back office and field overall efficiency.
Service software will help you to anticipate your customers’ needs and improve responsiveness to maintain your solid customer base. And when your customers have self-service 24/7 online access to their completed certificates and inspection reports, it will further boost customer satisfaction. It is not efficient or the best customer service if your customers have to call you to request documentation during an audit – in addition to being an inefficient use of your time to track down the documentation! Offering their customers secure access to their certificates through a Customer Portal is now a standard service offering for most service companies, likely including many of your competitors. If you aren’t providing this to your customers, it is something that you’ll not want to put off any longer. Having happy customers who can access their own certificates saves time, increases your bottom line, and builds customer loyalty.
With this type of software, you can have peace of mind knowing that your certificates are properly completed, managed and easily accessible. This can help you ensure compliance with industry regulations and save valuable time looking through paper work to find the most up-to-date information. Consistency in calibration procedures provided by calibration management software reduces errors, expenses from ISO audits, and improves conformance to ISO/IEC 17025. The service management aspect of the software also helps with customer contract compliance if you need to meet service level agreements with your customers, ensuring critical timelines are met when scheduling your technicians.
When it comes to managing certificates, software can be a huge help. If you’re looking to automate tasks, save time, and improve your efficiency, you’ll want to take a look at Miracle Service’s certificate management software.REQUEST A DEMO