The document describes a business profit management program called ProfitZoom that is designed for the fire and life safety industry. It provides a seamless workflow from the back office to technicians in the field to invoicing. Key features include a dashboard with critical business information, customer navigation to see all details and work sites, order entry pre-populated with worksite data, dispatching and routing of technicians, and a mobile app for technicians to enter work details and sales. The program aims to provide superior customer service and a competitive advantage while decreasing customer calls and costs.

1. BUSINESS PROFIT MANAGEMENT PROGRAM
Fire and Life Safety Industry

2. Profit Circle
Through our
approach, we
offer a seamless
workflow from the
back office to the
field then directly
to invoicing in one
complete system.

3. Dashboard
Your personal
dashboard will
allow you to
view your critical
business
information
immediately.

4. Customer Navigation
Through your
customer
navigation you
are able to see
all pertinent
details.

5. Details – Customer Navigation
Filter Criteria
Customers
Favorites
Recent
Activity Related
Data
Recent
Records

6. Customer Navigation – Worksites
Through your
customer
navigation you
can view all
worksites. This
allows for a
360° view of
your customer.

7. Details – Customer Navigation
View:
•Work Sites
•Contracts
•Orders
•Jobs Work Sites
•Pricing
•Invoices
•Contact Log
•Address Book
•AR History

8. Customer Navigation – Contracts
View contract
information
quickly and easily
giving you the
ability to up sell
on services you
are not currently
performing.

9. Worksite Navigation
View:
•Contracts
•Orders
•Jobs
•Pricing
•Invoices
•Contact Log
•Address Book
•Inspection Reports

10. Order Entry
Order Entry is
efficient as all
information is
pre-populated
based on
worksite data.

11. Contract Orders
Generate your
orders based on
reoccurring
services through
this easy to use
screen that has
the ability to filter
by multiple
criteria.

12. Dispatch List
Dispatch through
this easy to use
dispatch board
that allows for
sorting, grouping
and filtering.

13. Routing
With our dispatch
list we allow for
advanced
mapping and
routing so that
you can plan the
most efficient
route.

14. Multi Day Dispatching
When planning
out a week of
service calls our
Multi Day
Dispatch board
allows for simple
dragging and
dropping of
orders.

15. ProfitZoom Mobile
We offer the
complete work
Call Tech Billing flow from back
office, to
technician to
Scheduling Work
Done Invoicing with
ProfitZoom.

16. ProfitZoom Mobile Information
Once orders are
dispatched they
are sent to your
technicians mobile
device.
Information
includes all data
needed to
perform work.

17. ProfitZoom Mobile Equipment
Equipment to be
inspected
provided with
detail to complete
the inspection.
Tracking
deficiencies as
technicians
perform work.

18. ProfitZoom Mobile Sales
Add additional
parts to an
order and
confirm parts
and labor for
invoicing in the
field.

19. Service Workbench
From the service
workbench, you
can see work
performed in the
field as well as,
labor and
inspection reports.
We also allow for
quoting on repairs
for deficiencies.

20. Details – Service Workbench
Submit for Invoice Preview
approval
Generate
Quote for
Service repair work
Ticket Detail
Inspection Report

21. Invoice

22. Customer Portal
Through your
personal customer
dashboard your
customers can
request service,
view alerts and
view recent
service
information.

23. Details
Request
Inspection Service
View Alerts
Reports
Invoices
FAQ’s
Recent Work
Orders

24. Benefits
To the Service
Provider:
• Superior Customer
Service
• Competitive
Advantage
• Decrease customer
calls
• Central repository to
access all company
information
• Possible access to
AHJ’s

25. Benefits
To the Customer:
• Alerts with important
information
• Access to Inspection
Reports
• Knowledge of status of
your work
• Review schedule of
services
• Track deficiencies

26. ProfitZoom Profit Circle
ProfitZoom offers a complete solution
designed for the fire and life safety
industry. Please contact me for me
details on how PZ can increase your
cash flow and decrease your
expenses.
For more information contact:
Jennifer Ferguson
Fire and Life Safety Specialist
ProfitZoom
Phone: 678-225-6275
jferguson@bravepoint.com
www.profitzoom.com