About the Client
KEYS4U Locksmith Services are a team of UK based, DBS checked, fully accredited locksmiths who are on hand and available to assist, no matter how grave the situation. Born in March of 2011, and originally based in East Barnet, their aim was to become the go-to, local locksmith to be trusted and called upon by the community in any emergency situation.
The KEYS4U Locksmith team is spread out throughout the UK and can usually be at client’s location within 30 minutes of placing a call. They are a one stop solution for all home and business security needs.
The system the client was using at the time had very limited functionality. It could only store customer information, and dispatchers had to add jobs manually upon receiving each call. Since the implementation of the old software the company had grown, more processes needed to be automated, and the necessity of analyzing vast amounts of data emerged.
In particular, the existing software wasn’t integrated with the company’s accounting system; there were no possibilities of tracking the effectiveness of marketing efforts and no automated affiliate marketing.
We decided that it would be more efficient to build a new Field Service Management (FSM) system, as the old one had a lot of errors and was difficult to extend and improve.
We have developed a new FSM app from scratch and integrated it with the company’s Asterisk Call Center (to capture phone orders and client details), Google AdWords (for tracking ad campaigns), Textlocal (for SMS notifications to technicians), and PostcodeAnywhere (for address validation).
Traffic Sources and AdWords
Multiple Access Levels
Order processing is a critical component of field services management systems, and it involves capturing client data during a call and assigning appropriate technicians to jobs.
- Capturing Client Data: Name, address, phone number, and a brief description of the problem are automatically captured and entered into the system when a client calls in.
- Assigning Jobs to Technicians: The system processes client information and assigns the job to an appropriate technician based on factors such as skill level, location, and availability.
- Accessing Job Details: Technicians can access job details through the field services management system, which provides all relevant information needed to complete the job.
- Updating Job Status: Technicians update the system with the status of the job once it's completed, including any parts used, time spent on the job, and other relevant information.
The functionality of the FSM app makes accounting and finance processes more efficient and accurate, freeing up time for teams to focus on higher-level tasks.
- Billing automation: The FSM app automatically sends data to the accounting system to generate bills for clients, reducing the need for manual data entry and minimizing errors.
- Payroll automation: The app can also run payroll calculations based on employee work hours and other relevant data, reducing the time and effort required for manual payroll processing.
- Affiliate commission accounting: The accounting system can account for affiliate commission payments made through the FSM app, simplifying the tracking and reporting of affiliate payments.
- Error reduction: The automatic data export from the FSM app to the accounting system minimizes the risk of errors that can occur during manual data entry.
- Time savings: The automatic data export also saves time for accounting and finance teams, allowing them to focus on other important tasks.
The functionality of the system that tracks traffic sources and integrates with AdWords provides the client with valuable insights into the effectiveness of their marketing efforts, allowing them to make data-driven decisions and improve their marketing strategies.
- Traffic source tracking: The system tracks traffic sources, including direct, organic, paid, and referral links, providing insight into how users are finding and accessing the website.
- Referral link tracking: The system can also track referral links, which are links from other websites that lead to the website, providing insight into the effectiveness of marketing and advertising efforts.
- AdWords integration: Integration with an AdWords account makes it possible to estimate the effectiveness of pay-per-click (PPC) campaigns, providing insights into the ROI of advertising spend.
- PPC campaign effectiveness: The integration with AdWords allows the system to track clicks, impressions, and conversions, enabling the calculation of key performance metrics such as click-through rate, cost per click, and conversion rate.
- Improved marketing strategies: The data provided by the system can be used to improve marketing strategies, allowing businesses to optimize their advertising spend and focus on channels that provide the greatest ROI.
The inclusion of affiliate marketing in the system provides our client with a powerful marketing tool that can help drive traffic and sales. The automatic commission payments, customizable commission rates, and tracking and reporting capabilities make it easy for businesses to manage their affiliate program and build strong relationships with their partners.
- Affiliate marketing program: The system includes an affiliate marketing program that allows partners to earn commissions by promoting the product or service.
- Automatic commission payments: The system automatically calculates and pays out commissions to partners, simplifying the process and reducing the need for manual intervention.
- Customizable commission rates: The commission rates can be customized for each partner, allowing businesses to incentivize high-performing partners with higher commission rates.
- Tracking and reporting: The system tracks affiliate clicks, conversions, and commissions, providing businesses with valuable insights into the effectiveness of their affiliate marketing program.
We created a mobile application for Android OS. When a request comes from a client, the manager sees in the system what technicians are available nearest to the location via GPS and sends to them the order. The technician gets the order, photos, and details on their mobile app via API. After fixing the problem he can checkmark the tasks, change the status, and create the invoice for the job.
BENEFITS FOR THE CLIENT
The new FSM app possess all of the functionality required by the client. Thanks to this solution, a lot of unnecessary man-hours have been eliminated and it has become much easier to estimate marketing ROI.
Here are some of the benefits of the system for our client: