Halve Your Support Costs,
Maximize Your Order Volume,
Strengthen Your Support!
Ready for deployment in 3 months, investment amortized within 1 year. Improved communication between the office, service providers, and customers.
1,618 Teams Use Moderator Daily.
Payment Power By
Transform Your Workflow with
our All-in-One Solution
Seamless Efficiency: In-house Order Management, Service Provider App, Lead-Generating
Website, and Customer Portal Working in Unison
Introducing
MODERATOR
With Powerful Tools Like Order Planning, Provider Management, Invoicing, And A Customer Portal, Businesses Can Efficiently Manage Orders, Saving Time And Resources.
Find More Hours In The Day
With Simple, Intuitive Workflows
1. Intuitive Status Tracking
Effortlessly monitor field operations in real-time. Your team can update task statuses in the field, and data syncs instantly to the central dashboard.
2. Contract Snapshot
Effortlessly provide vital contract info to support staff, eliminating the need for detailed contract digging. A bird’s-eye view ensures stress-free, efficient contract support.
3. Quote Progress Tracker
Simplify quote status monitoring with icons for key milestones. Easily track updates: creation, communication, customer viewing, and acceptance/rejection.
1. Order Quick-Action Buttons
Generate a variety of documents, including PDFs for inspections, offers, prepayment, reminders, and more with one click. Simplify tasks and reduce complexity.
2. Order Insights Navigation
Allow the support staff to navigate the order lifecycle seamlessly with real-time data and insights, including customer info, order details, assignments, protocols, chat logs, and activity logs.
3. Order Payment Options
Define and manage acceptable payment methods in alignment with specific job and customer requirements using payment platforms such as SumUp or Stripe.
1. Accounting Quick-Action Buttons
Empower accounting to generate invoices, reminders, or credit notes with one click. Streamline invoicing for efficient financial handling and bookkeeping.
2. Accounting Progress Tracker
Track invoice and reminder statuses, gaining insights into transactions. Respond promptly, ensuring effective financial management and client communication.
3. Payment-Order Linking
Link payments to orders for accurate tracking and management. Streamline accounting, enabling seamless tax-related export, enhancing financial efficiency.
1. Chatlog Manager
This feature efficiently handles office-customer-field service communication. Ensure collaboration, record-keeping, and quality assurance with the user-friendly chatlog interface.
2. Contextual Note Tracker
Organize notes by context and source, streamlining collaboration, enhancing transparency, and enabling effective communication for better decision-making and quality assurance.
3. Integrated Messaging Module
The Integrated Messaging Module allows direct email and SMS sending from Chatlog Manager. Use templates or custom text for efficient, user-friendly communication with customers and field staff.
1. GEO Address Verification
That ensures accurate and up-to-date address data. When users enter an address, the software automatically cross-references it with verified GEO data to confirm its validity.
2. Approval Process Module
The Approval Process Module allows service providers to upload essential documents like insurance, contracts, or identification at the beginning.
3. Staff Extension Tool
This tool empowers field staff to expand their teams seamlessly. With this tool, field staff can add new team members, who undergo the same verification process, ensuring compliance and cohesion.
1. Live Payment Panel
This dynamic display helps support quickly spot post-credit deduction changes or extra payments, ensuring precise payout management and efficient financial tracking, preventing errors
2. Staff Payment Panel
This panel shows completed orders for payout, indicating credit as a balance or liability. Support can easily create and display credits in the field staff’s app dashboard with a click
3. Payment-Document Link Overview
This overview presents all payments, new/paid credits, providing real-time insights into field staff’s financial transactions. It streamlines billing and reconciliation, ensuring accurate financial tracking.
1. Statistic Center
Access in-depth insights and data analysis, covering lead counts, orders, cancellations, response times, profitability, field staff performance, and website data, including Adwords performance.
2. Personalized Comparative Tracking
This tool enables support staff to effortlessly compare data, whether between specific days of the week or entire months
3. Real-Time Data Charts
View live, engaging data charts in the Statistics Center, enabling the support team to make informed decisions for accurate, timely data analysis in your Field Management Software.
Efficiently Scale & Manage
Field Processes with Our Software
Document-Based
Order Software
Highly scalable order management software with no loss of performance, even with extremely large datasets, enabling you to digitize internal processes and organize information simply and intelligently.
Customizable
Workflows
Tailor the software to your specific needs, creating efficient and personalized workflows for your team. With your input, we work out the necessary processes and hand over to you a 100% functioning order software.
All-in-One
Solution
Our all-in-one solution includes a wide range of features that eliminate the need for additional tools. Our software covers all areas, including document creation, client collaboration and seamless export to your tax advisor.
Enable your Service Staff to
Efficiently Manage their Services
1. Contract App-Snapshot
Offer field staff a quick, convenient way to access key contract details at a glance: services, appointment, location, and job scope.
2. Take-Action Button
3. Bottom Navigation Bar
1. Essential Tasks Management
Always shows the necessary tasks for each job such as scheduling appointments, assigning team members, and communicating with customers so as not to miss anything.
2. Comprehensive Order Details
Detailed overview of the scope of each order. It includes all relevant information about the customer’s property and the requested services.
3. Order Status
Overview of all orders accepted by the sales force that need to be processed according to the workflows you have defined to ensure communication and customer satisfaction.
1. Digital Protocol
The log consists of predefined questions, confirmation of details from the quote and any damages, while also recording relevant photos for possible later claims.
2. Confirmation & Sign-off
Digitally sign and confirm the completed protocol in real-time. By obtaining instant signatures from both parties, it ensures a transparent and reliable record of the service delivery process.
3. On-site Payment
Finalize the order after completion of the work with payment directly at the customer’s site. Choose from various payment options such as bank card or credit card.
1. Escalation Feature
With the ability to escalate an order, the field service team is given the opportunity to immediately inform the support team of any problems or queries.
2. Status Indicator Alerts
Intuitive status displays help field staff easily see where their attention is needed, ensuring they stay informed and responsive to their tasks and orders.
3. Completed Status
In this status, the app displays all successfully completed orders as well as those with escalations or complaints. The field service is continuously informed about the status of its orders in real time.
1. Dashboard Overview
All field service details, including verification process, employee management and accounting area with access to own invoices and payment status
2. Team Management & Assignment
Invite new team members and expand your team to assign them to specific jobs. The support verifies the employees and keeps track of the task distribution
3. Revenue & Accounting
Through the financial management and transaction module, the service provider can easily track incoming and outgoing payments and gain insight into the next disbursement amount
Real-Time Display to Improve Customer Satisfaction & Communication
Real-Time
Monitoring
Real-time order tracking and efficient coordination for your field team through user-friendly tools.
Digitization of Sales
Force Processes
Efficient process digitization in the field: no paperwork, no searching for documents, no waiting to return to the office.
Customizable
Workflows
Service app, tailored to your business needs: Efficient, personalized workflows, including protocols and schedules for your team.
Boost Your Online Presence &
Track The Success Of Your Business
1. Local SEO Landing Page Generator
Generate multiple crawlable, SEO-friendly landing pages with unique content for targeting local customers and improving regional visibility in search results.
2. Conversion-Boosting Lead Form
A unique lead form to optimize conversions and capture key customer information for quick response and seamless integration with your order management system.
3. Data Insights Tracking
Track and measure the success of your website with comprehensive data. Reach new audiences and increase visibility, inquiries and revenue with our setup.
Leads Generating Website that Highlights
Your Brand & Impresses Customers
Dominate Local
Searches
Set up pages for local services and showcase your online presence. Increase visibility in organic search with keywords and reduce Adwords costs.
Trigger Visitor
Inquiries
Our efficient lead form increases customer interest and motivates visitors to take action. The data obtained enables precise offers with a high success rate.
Data-Driven
Success
Run your business based on valuable data. Make informed, accurate decisions and optimize or accelerate processes.
Optimize your Customer Communication & Increase the Efficiency of your Business
1. Order Status Overview
Provide your customers with a comprehensive overview of their jobs, including all related documents such as quotes, cleaning logs and invoices, through one access point.
2. Order Payment Options
Let the customer choose their preferred payment method when they accept an order. Partners like Stripe or Sumup ensure fast and secure transactions.
3. Decline Inquiry Tool
Capture the reason when a customer rejects the quote and give the support team the ability to respond quickly and efficiently to secure the order after all.
1. Document Loader
Say goodbye to outdated communication channels. With a single click, your customers have access to all important documents such as offers, protocols, invoices and reminders.
2. Efficient Invoicing Tool
Automate payment tracking and set clear payment deadlines which increases payment morale and reduces administration effort and costs.
3. Interactive Support Hub
Your customers can contact support directly by e-mail or phone. Selected documents are conveniently available in A4 PDF format and can be downloaded at any time.
Acceleration of Business Transactions & Improvement of Cooperation
Accelerate your
Business Transactions
Fast quotation creation and immediate confirmation in the customer portal simplify processes and differentiate you from competitors.
Maximize Customer
Engagement
Our system increases customer loyalty and improves business results through accurate customer interaction monitoring.
Unified
Customer Access
Give your customers easy access to all relevant information about their business transactions with a single link.
Let's Talk
Interested in working together?
Let’s get in touch!
