Zees

Aside from needing software for yourself, you also need top-notch software for your Zees. Things like Zee sales figures, royalty calculations, client management, and brand consistency are all measured, so that management can stay on top of things and keep the franchise growing.

We Have the Solution

We get it, Zees have taken a gamble and invested into a franchise, and the last thing they want to deal with is some annoying software on top of those pesky royalty fees. But boy, do we have a surprise for them! We aren’t annoying software; we are the loyal assistant here to impress your clients and whip those Yees into shape. Whatever they need, we’ve got them unless it’s picking up their laundry. It’s just a hassle, but anything else, and we are there for you.

“It’s affordable and comes with most of the functionality you would need/expect to run a rental business.”

Keith M.

ZEE FEATURES

CLIENT MANAGEMENT

Our client management system is designed to ensure Zees have all of their client information within a single place. This includes estimates, product and invoice history, contact numbers, addresses, and any communication from clients including email and calls.

See which email templates are increasing email opens, clicks, etc. Add specific client properties or assets to individual profiles for pets, cars, houses, windows, and so much more. Upload documents, pictures, and even track the job history of these assets.

Zees can see when clients received their last service and send them automated alerts that a service is due. Your Zees can send clients new estimates by cloning their past estimates
or jobs.

Give your Zees the ability to build work orders, estimates, and so much more. Your Zees can add new details or complete a job for a client. The client’s profile will automatically
be updated.

Better will allow your Zees to create multiple clients or lead profiles using the same email address. Your Zees can add as many contacts or addresses to a single client profile as
they want.

Build a library of email templates for your Zees to use; this way, your messaging and branding are consistent throughout your entire network. Be able to see past emails sent to clients that will ensure Zees are providing proper customer service and following up with past clients.


YEE MANAGEMENT

Zees can build a Yee management database with all Yee information, including their date of birth, start dates, etc.

See Yee locations with the geo punch in and out tool, which will track the job time and save on labor costs.

We don’t charge per user to ensure all Yees are using the system – you’re welcome.

Zees can keep track of all vital information like payroll processing and Yee contracts.

Zees can view everything from timesheets to individual contributions and much more.

Track any refunds, discounts, job cancellations, and client list exports your Zee’s Yees have inputted into the system.


AUTOMATED ALERTS

Zees can send out Yee job reminders and automated alerts to their clients to keep everyone on track every step of the way!

Your Zees can build day to day personalized automated alerts right onto the operations software tool. Automated alert templates allow your Zees to control who, what, when, and how their alerts are sent.

Zees can add how many hours, or days before or after an event they want to notify a Yee or client with automated alerts.

Zees can view the logs of all past alerts; this includes who received it, when it was delivered, and if the alert was successfully sent.

Zees are able to customize the content of their alerts to different audiences. The smart tags in our alerts will continuously change in order to personalize the message for your Zee’s clients and Yees.