Problem: When Tommy McGraw of McGraw Event Pros in South Carolina approached industry veteran Bridget Lundberg to be his sales and office manager, she had to pull together everything necessary to make this new business a success.
Solution: Drawing from her experience, Lundberg contacted Ritam Technologies for their Summit Rental System. Lundberg selected the Pro edition for office computers, including one for the route manager in a separate office, Summit Mobility apps for her technicians, and the Summit Customer Account Web Portal for customers to make online payments, place orders and more.
Result: New customer quotes are easy, and billing options now allow selected subdivisions to be combined onto a single invoice, satisfying a key customer requirement. Prorations are automatic; invoices are emailed, routes are optimized, technicians have what they need through the mobile app, and progress is monitored from the office. “With Ritam, a phone call or email are usually addressed instantly, and anything more involved receives same-day results,” says Lundberg. “The ease of this system, and how quick it is, with many functions from a single screen, keeps me from bouncing around to get things done. Even when we had a price adjustment, it was implemented within minutes. I feel confident in everything we do for billing and routing, and that nothing is missing.” 800-662-8471; www.ritam.com
