What Is A Digital Service Record?
Capture and Share Details of the Service Provided
With CasaTrove its very easy to create a digital service record for your client that gives them detailed information on what you did. The types of information you might provide could be very varied as CasaTrove is a robust platform to capture this information - yet is designed to be customer-friendly. Some examples of record details you might easily capture for clients:
- Paint colors on walls - along with additional details like where it was purchased, where extra is stored, etc
- Diagrams and/or pictures of work performed
- Before and after photos
- Warranty information on your service or on parts
- Detailed notes about the service provided
- Details on subcontractors that may have helped with part of the project
- Links to digital user manuals or uploads of user manuals within the app
- Uploads of permits
You can create a digital service record using your phone or your computer. If you are using your phone and the special version of the CasaTrove app for service providers (which is free) you can quickly take pictures of a job and have them associated with the client's record immediately. Then you, or your marketing team, can provide additional details using your phone or on a laptop.
Once you take a picture you can then easily touch the picture to drop 'pins' on that picture to highlight areas within the picture that need more definition, and then define as much information is necessary behind each pin.
Digital Service Record in CasaTrove
Why Provide Digital Service Records to Clients?
Its Great for Your Business
There are three primary reasons to provide a digital service record to your client using CasaTrove:
- Your clients will thank you. Having more information about the specifics of what was done for them, along with having immediate access to this information at their fingertips using the CasaTrove app is very valuable. Your clients will appreciate this gesture, and it will help set you apart because of it.
- It sets you up for easy referrals from clients. If the customer knows their service records are embedded within the white-labeled CasaTrove app (white-labeled with your branding so it appears to the client as your app), they will be more likely to remember your service as time goes on. Within the CasaTrove app are ways to easily get hold of you (refer buttons, coupon options [if you choose], links to your website, and your contact info readily apparent). So, if the customer uses the app, they will always have a way to send more work your way. Plus, because they will be happier/impressed with your thoughtfulness of providing the digital service record - they will be more likely to refer you to others as well.
- More Positive Testimonials/Reviews. You can provide a digital service record to a client with or without coupling it with a testimonials request from a client. However, if you do link the two then the customer can only access the digital service record once they have provided you a testimonial. It doesn't guarantee they will give you a 5-star review of be a reference client, but it does help to ensure you will dramatically increase the number of total reviews/testimonials you have available for your marketing efforts. Of course, as you increase the volume of reviews, you also increase the likelihood that you will have many more positive reviews to choose from.
Costs of Service Record
There is NO COST to you to create a digital service record for your client. You can create it and distribute it to clients for free.