Proper organization is key for businesses to be able to operate efficiently. In this age, it’s essential to get records digital for ease of access, safekeeping, and to have files in one place. Management systems also make it easier to train new employees faster and coordinate projects with your network of subcontractors.
With Houzz Pro, you can keep records in one place with a clearly defined system. Client emails, call notes, estimates, project updates, photos, 3D renderings, and payment information all live on the cloud with a single login. No more having to hunt through stacks of files, email inboxes, call records, and handwritten notes to try to piece together the history of a project or get that expense information you need during tax season.
"We use Houzz Pro as a cloud service both internally as a team and with clients," says Wade Rosenburg of Home*Work DFW. "That includes managing leads, notes and files like plans, job scope, estimates, correspondence and photos. Everything is now in one place; we don't have to jump back and forth between different systems or scroll through emails to find a file."