Searching and Avoiding

Contrary to popular belief, sometimes more is not always better.  This is exactly the case in WorkCenter Office.  Last year we had so many training classes for office and I showed the videos that Spencer recorded to go along with the Ashley Jenkins scenario.  I even watched the videos with you-for the most part!  Fast ...

WorkCenter

Judging by the emails, phone calls, and questions I have been getting, franchises are using WorkCenter. Although I do keep the emails to answer, a lot of questions have been answered and those I can’t answer  get collected for a phone call to Corporate.  Sometimes the questions can be answered procedurally. Other times, an enhancement ...

Oh boy!!!

My week has been quite exciting.  I saw the launch of a pilot program yesterday that many franchises are eagerly awaiting.  I saw the launch of the DryBook and Xactimate integration!  It is being beta tested now and will be released soon with DryBook version 2.  The integration means that there will be no more ...

Common QB errors

When doing FFA’s in bulk, I can usually spot trends.  Two trends that stick out from this year’s review are the use of the account Payroll Expenses and the way franchises book Subcontract income and Subcontract expenses. First, many franchises have switched to a payroll service instead of taking care of payroll in house.  If, ...

Initial Inspection-Your New Best Friend

Lately, the audit department has been getting a few complaints from franchises getting “dinged” for drying time.  If a franchise cannot get access to the loss for reasons that are beyond their control, there are things that can be done to minimize or even eliminate the penalties received.  I teach in my DryBook classes the value of ...

New Year, New Resolutions!

New Year, New Resolutions!
Happy New Year!  Allow me to jump on the bandwagon and make a New Year’s Resolution-I promise to post more often to this blog.  I even have a list of topics that should carry me through mid-February!  That’s usually when most resolutions seem to fall by the wayside………..My part in the FFA process is completed so ...

Marketing Referrals

Marketing Referrals
I have been asked, how does a new job get tied to the correct SMR?  The answer is by the referral source on the Contact Information tab of the FNOL.  In the upper right hand corner, there is the Referral Name box.  Enter the contact name(not Business) in the Referral Name box and this will tie ...

WCO Helpful hints

WCO Helpful hints
The beauty of hosting a blog is that I can post when it is necessary and even bring in “guest bloggers” when they can say it better than I!  Such is the case today.  Andrea Necci, a Franchise Business Consultant from Servpro of The Fingerlakes, has put together the following regarding cancelling jobs in WorkCenter. ...

FFA’s are coming! FFA’s are coming!

It’s the most wonderful time of the year!!!  NOT!  I can hear the collective groans from here.  Each franchise owner should have received their FFA appointment date and time by now.  We are starting much earlier this year to avoid the calls of “We are too busy to do this!”  We will be done with ...

Equipment

Unlike DryBook Desktop, which only allowed us to enter air movers, dehumidifiers, and moisture meters, ANY asset that the franchise owns can be added to WorkCenter Office.  This includes any vehicles, specialty drying equipment, office furniture-anything that you would like to track.  Unfortunately, that doesn’t mean that any other type of equipment can be used ...