You can start with Alpha Tracker even before you receive the order from the customer.
Alpha Tracker can store the names and addresses of your prospects as well as your customers. Capture the contact details whenever you receive an enquiry to build up your database of prospects. Create and send quotations to your customers from within Alpha Tracker using your quotation templates.
When you receive an order, simply convert the quotation to a job or book it in. Alpha Tracker will assign the project number and automatically pull through all the relevant details from the linked quotation.
Use the built-in diary to schedule the job for the surveyor and Alpha Tracker will send the appointment to the surveyor's phone using Google Calendar or Exchange Calendar. No more emailing diaries or phoning surveyors to get them to where you want them!
See the next step: Easier Asbestos Surveying.