Manage your Business on the GO

Manage your Business on the GO

Flexibility and adaptability have never been more important in today's fast-paced work world. Service businesses and tradespeople have to work in a constantly changing setting where being mobile isn't just a nice-to-have, it's a must. It's essential for business people to be able to run their businesses efficiently while they're on the go, whether they're building contractors overseeing multifaceted projects, Plumbers, Electricians, different types of technicians on the job sites, or landscaping experts planning complicated service schedules. This move towards managing businesses on mobile devices is not just a trend; it is a basic shift that is changing industries and professional standards.

Come with us on this interesting trip as we look at how technology is changing the future of service businesses and tradespeople. Several service businesses and trades professionals are required to manage their business operations efficiently while on the move.

Here are a few examples:


  1. Construction Contractors: People who work in the construction industry, like general contractors, carpenters, electricians, and plumbers, have to keep an eye on project schedules, manage subcontractors, order materials, and talk to clients and suppliers while they’re on the job site or travelling between sites.
  2. Landscaping and lawn care services: Landscapers and lawn care companies need to be able to make appointments, handle client contracts, keep track of how much equipment is being used, and coordinate service teams that are working in different places.
  3. Aircon Technicians: To handle service requests, figure out what’s wrong with equipment, buy parts, keep track of maintenance schedules, and talk to clients and suppliers effectively, HVAC technicians need mobile tools.
  4. Painting and Decorating Services: Mobile apps help painters and interior decorators give quotes, keep track of project timelines, order supplies, organise teams, and talk to customers while working on different job sites.
  5. Roofing Contractors: Roofers need to be able to look at roofing projects, give estimates, handle material orders, organise work teams, and talk to clients and suppliers clearly while on the go.
  6. Pest Control Services: People who work in pest control need mobile tools to make appointments, check for infestations, suggest treatment plans, keep track of their inventory and equipment, and talk to customers while they’re in different places.
  7. Automotive Repair and Maintenance: Mechanics and technicians who work on cars need to be able to manage service appointments, figure out what’s wrong with the cars, order parts, keep track of inventory, work with suppliers, and talk to customers while they’re out in the field or at multiple service locations.

Trades that involve on-site service delivery, client consultations, project management, equipment maintenance, and supplier coordination can benefit significantly from mobile business management solutions. By leveraging technology to streamline operations and enhance communication, professionals in these trades can optimize efficiency, improve customer satisfaction, and drive business growth.

Here are five tips that include a system to help you manage your business on the go:

  • Set priorities for tasks well: Pay attention to high-value tasks: Spend time on things that help your business grow and make money. Even though it’s important to do day-to-day chores, make sure you set aside a lot of time for strategic planning and getting new clients.
  • Use a business management system that works well on mobile devices: Stay in Touch While You’re Out and About Set up a business management system that works well on mobile devices, such as a cloud-based CRM (Customer Relationship Management) tool. You can view important business data, manage client relationships, keep track of sales, and check performance metrics from anywhere with this system. This means you can run your business well even when you’re not in the office.
  • Give your team more power by delegating tasks. Find jobs that can be given to team members who are qualified to do them. Giving specific tasks to your team not only cuts down on your work, but it also helps people in your organisation gain confidence and improve their skills.
  • Put in place systems and procedures that work well: streamline operations! Create effective systems and procedures that can do boring chores automatically, boost output, and lower mistakes. You can organise your work and make time for important decisions, even when you’re on the go, by using tools like project management platforms and automation solutions.
  • Put self-care and work-life balance first: Keep your health in check: A good work-life mix is important for long-term success. Taking care of your health will make you more productive, creative, and happy in general, which will allow you to run your business well from anywhere.

By using a business management system that works on mobile devices, you’ll have the tools you need to run your business well while you’re on the go. You can handle the challenges of working in and on your business from anywhere by delegating tasks strategically, streamlining processes, putting self-care first, and using technology.

What system works for the Service and Trades Professionals?

PERFEX CRM stands out as the perfect system for businesses that are always on the go and want to streamline their processes, make them more efficient, and make communication easier. PERFEX CRM was made to be mobile-friendly so that businesses can easily handle their relationships with customers, keep an eye on their sales pipelines, and keep an eye on their projects from anywhere. Professionals can access important data, work together as a team, and interact with clients in real time thanks to its easy-to-use design and powerful features. This ensures continuity and responsiveness. As a consultant meeting with clients, a tradesperson coordinating services and managing suppliers, or a service-based business navigating changing environments, PERFEX CRM is your reliable partner, giving you the freedom to change and respond to new situations. Mobile businesses can improve customer satisfaction, boost growth, and optimise workflows by using PERFEX CRM’s full suite of tools. This makes it the best choice for workers who value mobility and flexibility in today’s competitive world. Contact Success By Design for a Demo of PERFEX today.