Frequently Asked Questions

All documents are downloaded into Microsoft Word, giving you flexibility to make any final edits for exceptions to the standard templates.

There are also multiple Microsoft Excel downloads for large tables of data - for example: equipment inventories, filter lists, project scheduling board, etc.

Yes, as long as you have an internet connection. Connect is a browser-based program, meaning you access it through your internet browser like Google Chrome. You can also access it from any mobile or tablet browser.

Onboarding can be accomplished in as short as four (4) weeks or as long as three (3) months, depending on your time available to provide data and feedback on the segments of the program needing customization.

You will be provided with an implementation packet which outlines the entire process from data-gathering through production launch and training. During a one-hour kick-off call, your Connect representative will walk you through the implementation package and request a point-of-contact for each of the steps of the process, while co-authoring target completion dates for each step of the process.

A weekly implementation meeting is strongly recommended to maintain the schedule and guide the process.

Following implementation, your Connect representative will come on-site to provide a thorough training to your associates, working closely with your in-house trainers to create on-site experts.

Monthly calibration calls will be scheduled for a period of six (6) months following the on-site training; however, your Connect support team will be available Monday - Friday, 8am to 5pm for any additional support required.

The current version of Connect Software provides several operational dashboards to assist in the communications between your teams and your customers. For example, a Work Ticket dashboard, Maintenance Scheduling Board and Project Scheduling Board.

That said, Connect is not currently a true dispatching program, designed to track time and collect costs for billing. For this, we have created an import feature so that all service histories and call details can be imported into Connect from your dispatching program, to be displayed in the Client Portal.

Connect is currently undergoing a major development project which will include the full list of features needed to use Connect as a sales and operations platform. This includes dispatching, billing & costing, invoicing, inventory management, warranty management and more. Completion is estimated in the early Spring of 2020.

Work Tickets are used as an internal 'to-do' list of action items for a customer. A ticket can be submitted or opened by a customer from the Portal, a technician from mobile or an office associate from the Work Ticket Dashboard. Tickets are then assigned to any associate, who will receive an email notification of their assignment. Work Tickets range from billing questions to requests for quotes and are an easy, efficient way of keeping your team's to-do list in plain sight.

Connect has an annual subscription of $15,000 with a $5,000 start-up fee. Additional costs may apply if your company has locations spanning multiple major regions and will be negotiated on a case-by-case basis.

Following the initial onboarding training, Connect supplies an extensive library of how-to videos, demonstrating every detailed step of using the program and broken into short, easily digestible segments. Your Connect team will also be available to answer questions Monday - Friday from 8am to 5pm.

Should additional on-site training be requested for your teams, a scope and quote will be discussed at that time.