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Confirm-IT SERVICE An advanced, powerful appointment booking & confirmation tool …….designed specifically for the Service Industry ____________________________________________________________________________________________________________________________

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Presentation on theme: "Confirm-IT SERVICE An advanced, powerful appointment booking & confirmation tool …….designed specifically for the Service Industry ____________________________________________________________________________________________________________________________"— Presentation transcript:

1 Confirm-IT SERVICE An advanced, powerful appointment booking & confirmation tool …….designed specifically for the Service Industry _____________________________________________________________________________________________________________________________________________________________________________________________________________________

2 Confirm-IT SERVICE Confirm-IT is an easy-to-use, robust appointment booking and confirmation system developed to increase productivity _____________________________________________________________________________________________________________________________________________________________________________________________________________________

3 Confirm-IT addresses many Service-related work environments such as
Confirm-IT SERVICE Confirm-IT addresses many Service-related work environments such as Repair Installation Delivery Service _____________________________________________________________________________________________________________________________________________________________________________________________________________________

4 Confirm-IT SERVICE 50% of ALL NO-SHOWS for appointments occur because they are simply forgotten This is LOST REVENUE! _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Yes, they will reschedule their appointment but your billable time is lost!

5 Confirm-IT SERVICE Confirm-IT can remind customers of their appointment by a telephone call, , text message or ALL THREE! _____________________________________________________________________________________________________________________________________________________________________________________________________________________

6 Confirm-IT SERVICE Confirm-IT allows businesses to increase efficiency and professionalism resulting in TOTAL CUSTOMER CARE _____________________________________________________________________________________________________________________________________________________________________________________________________________________

7 Reduces Missed Appointments
What Confirm-IT Does _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Reduces Missed Appointments

8 Provides a Working Calendar
What Confirm-IT Does _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Provides a Working Calendar

9 Replaces Costly & Ineffective Reminder Cards & Phone Calls
What Confirm-IT Does _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Replaces Costly & Ineffective Reminder Cards & Phone Calls

10 Builds a Customer Database
What Confirm-IT Does _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Builds a Customer Database

11 Eliminates Old Unreliable Approaches
What Confirm-IT Does _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Eliminates Old Unreliable Approaches

12 What Confirm-IT Does Tracks Performance By Appointments By Services
By Your Providers (Technicians, Servicemen, Trucks, Service Bays, etc.) By Customers _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Tracks Performance

13 Contacts Inactive Customers
What Confirm-IT Does _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Contacts Inactive Customers

14 What Else Confirm-IT Does
Provides Live Service (if connected to tel. system- dial 0 to reschedule now) Creates Customer Profile Creates Appointment Notes Generates Employee Work Schedule Cancels Appointments Provides Programmable Appointment Reminder- per customer _____________________________________________________________________________________________________________________________________________________________________________________________________________________

15 What Confirm-IT Does THE BOTTOM LINE! Increases REVENUES!
_____________________________________________________________________________________________________________________________________________________________________________________________________________________ Increases REVENUES!

16 Using Confirm-IT Confirm-IT’s Client software (the calendar) resides on a customer provided PC Confirm-IT client software (calendar) can be installed on numerous PC’s within your company- NO CHARGE! _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Confirm-IT Calendar works with Windows 2000, XP and Vista And Confirm-IT’s Server Hardware does the rest of the work in the equipment room

17 Using Confirm-IT Programming Confirm-IT’s calendar is easy with the 10 page setup Wizard _____________________________________________________________________________________________________________________________________________________________________________________________________________________

18 Tell Confirm-IT the hours and days you’re open
Using Confirm-IT _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Tell Confirm-IT the hours and days you’re open

19 Using Confirm-IT _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Enter your employees with the days and hours they work (numerous calendar views can be programmed)

20 Using Confirm-IT _____________________________________________________________________________________________________________________________________________________________________________________________________________________ All of your services get entered and are identified by an unique color along with the duration (adjustable per appointment) and cost/tax, if applicable.

21 Now you’re ready to open Confirm-IT’s calendar and begin booking appointments
_____________________________________________________________________________________________________________________________________________________________________________________________________________________

22 _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Here’s a 1 day calendar view with appointments booked under the appropriate technician

23 _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Here’s a 2 day calendar view with appointments booked under the appropriate technician

24 Here’s a 2 day calendar view with appointments booked for 1 technician
_____________________________________________________________________________________________________________________________________________________________________________________________________________________ Here’s a 2 day calendar view with appointments booked for 1 technician

25 Confirm-IT’s reports are extremely helpful in telling you how your business is doing
_____________________________________________________________________________________________________________________________________________________________________________________________________________________

26 _____________________________________________________________________________________________________________________________________________________________________________________________________________________ See how many Emergency calls the office received last week or all year. See which technician is the busiest or see which customer had the most service calls last month…it’s all so easy

27 Click on the Advanced Tab for more features
_____________________________________________________________________________________________________________________________________________________________________________________________________________________ The Notify Now feature contacts your customers immediately to pick up their car or that the installation is finished The Customer Manager database stores all of the important information about your customers The Re-Schedule Reminder notifies the customer when it’s time to make another appointment. You set when (1 week, 20 days, 6 months), it’s your choice.

28 _____________________________________________________________________________________________________________________________________________________________________________________________________________________ The Calendar offers many programmable options allowing you to tailor Confirm-IT to your needs.

29 _____________________________________________________________________________________________________________________________________________________________________________________________________________________ When a customer calls in, just click on an available appointment under the appropriate timeframe or technician.

30 Click Save and the appointment is booked
Now enter the relevant appointment information Click Save and the appointment is booked _____________________________________________________________________________________________________________________________________________________________________________________________________________________ An appointment box will open. Enter the first OR last name, OR address, OR zip code OR telelphone number. Confirm-IT will search your database and automatically enter all of the customer’s information.

31 Darren just came down with the flu and can’t work tomorrow
Darren just came down with the flu and can’t work tomorrow. No problem, simply tell Confirm-IT to cancel his appointments 1-Select the date 2-Click on Darren 3-Click activate _____________________________________________________________________________________________________________________________________________________________________________________________________________________

32 How Confirm-IT Works Appointments Booked
Office Confirmed Home Confirmed From: Perrini Oil Services-You have a appointment June 15 between 1:00 and 5:00PM. To cancel please call the office at (212) Thank you. Confirmed _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Text Msg Confirmed Cell Confirmed Callouts Begin

33 How Confirm-IT Works Move your cursor over an appointment box to see additional information Icons appear in each appointment box and tell you the status and type of confirmation _____________________________________________________________________________________________________________________________________________________________________________________________________________________

34 Confirm-IT’s calendar has a NOTES box so other users can be left important messages
_____________________________________________________________________________________________________________________________________________________________________________________________________________________

35 How Confirm-IT Works When Confirming Appts
Confirm-IT Can detect Busy, No Answer, Answering Machine/Voice Mail-plays appropriate message Programmable choices (1 to confirm, 2 to cancel, 3 to repeat, 0 to reschedule) or just a reminder call Calendar Icons/Confirmation Report _____________________________________________________________________________________________________________________________________________________________________________________________________________________

36 How Confirm-IT Works Sample Messages Appointment Confirmation Message
Hello, this is “Business Name” calling to confirm your appointment on [Date] at [Time]. If you need to cancel this appointment please contact us at “Phone Number” to reschedule, thank you. Appointment Confirmation /Text Message Subject: [Business Name] You have an appointment on [Date] at [Time]. To cancel call [Phone Number], thank you _____________________________________________________________________________________________________________________________________________________________________________________________________________________

37 How Confirm-IT Works Confirm-IT Messages 1. Appointment Confirmation
2. Appointment Cancellation 3. Birthday 4. Office Closed Entire Business One Servce Provider 5. Inactive Customer 6. Appointment Re-Schedule 7. Date Appointment 8. Time Range Appointment 9. Notify Now _____________________________________________________________________________________________________________________________________________________________________________________________________________________

38 Each type of Callout has its own programmable options
_____________________________________________________________________________________________________________________________________________________________________________________________________________________ Each type of Callout has its own programmable options

39 Confirm-IT saved you $7,500.00 in just the 1st year!
Confirm-IT’s Payback OK, LET’S ASSUME…… 1. CI avoids just 1 missed Appointment/week 2. Appointment is for just $ in charges 3. 50 weeks/year  $ _____________________________________________________________________________________________________________________________________________________________________________________________________________________ Confirm-IT saved you $7, in just the 1st year!

40 Confirm-IT’s Payback This does not include the additional savings received eliminating your cost of a person to make manual telephone calls or your cost of reminder post cards! _____________________________________________________________________________________________________________________________________________________________________________________________________________________

41 Confirm-IT’s Payback Nor does it include the significant benefits of the additional features Confirm-IT provides that will bring even more profit to your bottom line. _____________________________________________________________________________________________________________________________________________________________________________________________________________________

42 Confirm-IT Wrap-Up Confirm-IT was designed and developed by CTL, a 17 year veteran and leader in the Telecommunications, Software Development, Interactive Voice Response & Voice Mail fields. There are over 75,000 CTL products installed worldwide. _____________________________________________________________________________________________________________________________________________________________________________________________________________________

43 Confirm-IT Wrap-Up Confirms Customer’s Appointments
Tracks what you’re doing Contacts Overdue Customers Builds Customer Profile Generates Work Schedule Live Operator to reschedule Increases Your Professionlism, Efficiency and Productivity _____________________________________________________________________________________________________________________________________________________________________________________________________________________

44 Confirm-IT Wrap-Up Remote Access Notification to customers and employees Manufacturer Support Frees up your staff’s time Reminds customers to make appointment Fantastic Payback Model! EASY TO USE _____________________________________________________________________________________________________________________________________________________________________________________________________________________

45 Confirm-IT automatically and professionally reminds your customers of their appointment virtually
_____________________________________________________________________________________________________________________________________________________________________________________________________________________ ANYTIME, ANYWHERE

46 Confirm-IT CTL Inc. 375 Bridgeport Ave Shelton, CT 06484 203-925-4266
_____________________________________________________________________________________________________________________________________________________________________________________________________________________ CTL Inc. 375 Bridgeport Ave Shelton, CT 06484


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