Taking your business to the next level
VIDEO 1
Creating a New Deal - Residential
This video explains how to create Contacts, Sites, Systems, and Estimates. After creating an estimate, you can send it to the salesperson for review and email it to the customer for signature. Once signed, the deal returns to the deal overview, where it remains as a lead. From there, you can track and manage its progress through sales, installation, and office statuses. You can also customize the estimate and send the e-Agreement to your customers via email or text.
VIDEO 2
Activate an Alarm.com and Central Station
Activate your central station with Alarm.com in WorkHorse quickly and effortlessly. Configure the dispatch site, set up passcodes, and assign emergency contacts seamlessly. Customers will receive a text message to set their emergency passcode. Finally, complete your security settings in the WorkHorse profile for a streamlined setup.
VIDEO 3
Sending an eAgreement has never been easier with WorkHorse. When you enter all the information into the deal, wether it be residential or commercial, both the salesperson, the customer and the customer service reps will all get messages letting them know that the e-Agreement has been completed.
VIDEO 4
Workhorse works with over 40 central stations. If you don’t see your central station listed on our website, feel free to ask them to reach out to us directly. You can also link multiple central stations and connect with various communication partners for a comprehensive setup.
VIDEO 5
RMR Billing
RMR (Recurring Monthly Revenue) is vital to our industry. Our system helps you create and manage subscriptions, showing billing for last month, this month, and next to optimize cash flow. It also streamlines the setup process, with flexible billing options like monthly, quarterly, semi-annual, or annual.
VIDEO 6
We recently made a sale that included alarms, CCTV, access control, and fire systems, fully set up with zones and emergency contacts. For the camera system, our network video recorder and cameras can be documented with photos, showing exactly how they were installed. This transparency helps us prove to customers how things were set up and spot any changes. The same applies to access control systems. In short, thorough documentation ensures smooth and secure payments.
VIDEO 7
Managing Multi Site Customer
Managing multi-site customers in Workhorse is straightforward. For example, a property management company with multiple job sites can be easily tracked, including service history, site-specific details, and contacts. You can dive into a specific location to review payments, active subscriptions, and open service calls. The system also lets you consolidate multiple services into a single invoice, streamlining billing and simplifying the management of payments, subscriptions, and invoicing all in one place.