Breezeworks Review

Breezeworks is a cloud-based planning solution for small and medium-sized businesses. Key features include planning, team management, customer relationship management and automation. The CRM module allows users to add customer details, jobs, link invoices and payments to their accounts. It helps them manage appointment reminders, communicate and automate budget approvals. The scheduling module allows users to organize jobs for the team, access the job location, record details, book appointments online and reschedule them. It also provides GPS tracking, real-time customer alerts and manages team communications. Other features include a central database, invoice tracking, traffic notifications and activity flows.

BREEZEWORKS – TUTORIAL

This video will guide you through a workflow and the main features of this planning software:

BREEZEWORKS – FEATURES

• Centralize your data: import customers with a spreadsheet or sync with QuickBooks Online. Configuring is simple and keeping it updated on each device is automatic
• Organize customer relationships: you can quickly add customer details and access data securely anywhere. Connect jobs, notes, invoices and payments to your customers so you can make better decisions with the complete customer history at your fingertips
• Simplify communication: set appointment reminders, automate calls and get your approved estimates online. Save two hours of daily administration so you can focus on the things you love most
• Customize your invoices and quotes: professional quality personalized quotes and invoices. Upload the logos, edit the bulletin text and create the necessary line items
• Integration with QuickBooks: connecting with QuickBooks allows you to instantly import customer lists for easy configuration. Synchronize invoices and line items so that your records are clean and accurate
• Communicate with confidence: allows team members to privately share information about jobs and customers without having to open a separate messaging app. Keeping all employee correspondence in one place will make you more organized and efficient
• Automate team coordination: use GPS tracking to coordinate your team’s routes and automatically update when someone is late. Real-time alerts keep them on time and satisfied customers. Use team permissions to maintain control of what functions they can and cannot access
• Manage your working day: plan jobs for you and your team in seconds: it’s your day, then change and optimize as you like.