How SolarHub used Formpiece
to offer flat rate services with
efficient workflows.
When offering flat rate pricing, optimising your admin workflows goes a long way when it comes to reducing overheads.
Our Simpro Service booking form plugin integration played a role with offering customers a self-serve booking form, taking upfront payments and automated data entry.
Customer transparency
Upfront pricing, calendar visibility to the customer reducing ambiguity.
Upfront payments
Reduce no-show risk and eliminate any payment chasing.
Automated data entry
Significant time savings on workflow admin without repetitive Simpro data entry.
SolarHub is a Solar, Electrical, HVAC, EV charging solutions provider helping customers reduce their power bills throughout ACT, NSW and Victoria.
SolarHub were looking for a self-serve booking form solution that integrated with their back end admin workflows.
Implementation
Working with SolarHub also provided Formpiece with opportunities from a clients’ point or view.
With SolarHub, we’ve been able to, and will continue to, introduce product improvements that have been mutually beneficial.
Scenario
- SolarHub were looking for a booking form that they could configure and integrate with Simpro.
- The booking form required options to suit their workflows and Simpro configuration.
- The direct Simpro integration from Formpiece meant that SolarHub did not have to worry about mapping data.
Lack of suitable form options
Process
- SolarHub self-created a Simpro service booking form and then reached out to provide detailed product suggestions.
- SolarHub worked with Formpiece to implement improvements and new features.
- Formpiece implemented integration tweaks to work with Simpro triggers and workflows. SolarHub adjusted some automated workflows to work with the form.
- SolarHub ran tests with focus groups to confirm that the Simpro service booking form was meeting objectives.
Configured a form driven directly by Simpro data
Results
- Allowing customers to view availability and make upfront payments frees up admin time and reduces no-show risk.
- Automating all Simpro data entry for a new booking saves significant admin time.
- Offering an essential piece of automation for a flat rate service reduces business risk.
Automated end to end Simpro booking solution
Integrated workflows
Set up a self-serve booking form of your Simpro services on your website.
