Get Organized

Step 6: NEW! Start Scheduling

Key Takeaways

• Maximize your team’s time and get organized with the Mobile Tech RX Scheduling tool that handles the entire customer workflow.
• Increase your appointment hold rate by automatically reminding customers of their appointments.
• Start the estimate process at the time of scheduling.

What To Do Before the Next Step

• Book your first test appointment. Start an estimate and assign a tech during the booking process.

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Step 7: Create Checklists

Key Takeaways

• Create checklists for your techs to follow the right processes and complete every task before closing out the job.
• Check-in checklists make sure you’re ready to convert an estimate into a work order.
• Quality assurance checklists make sure you’re ready to convert a work order into an invoice.

What To Do Before the Next Step

• Create a checklist in your Admin Portal. Then open up the app and go through the Mobile Tech RX workflow. Complete everything in your checklist before moving on to the next step.

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Step 8: Add and Manage Techs

Key Takeaways

• Add your employees and/or subcontractors to your Mobile Tech RX account as technicians for tracking purposes You can assign them jobs during the estimating process, track their performance, and calculate their pay in real-time.
• Set different permission levels and pay rates for each tech on your team. Each technician will cost $30-$35 per month on your account.

What To Do Before the Next Lesson

• Add a technician to your account. Set their permission level and their pay rate.

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Step 9: Integrate with QuickBooks

Key Takeaways

• QuickBooks is an accounting software. When you integrate Mobile Tech RX with QuickBooks, you can easily get organized and share all of your invoices straight to QuickBooks.
• Make sure your clients’ names match up exactly in QuickBooks and Mobile Tech RX to avoid duplicate entries. If you want to import your client list from QuickBooks into Mobile Tech RX, contact our sales team for help.

What To Do Before the Next Lesson

• Connect QuickBooks in your Admin Portal.
• Import your QuickBook client list from QuickBooks into Mobile Tech RX.