With so many different systems being installed in a home, and the variety of players involved, one of the big challenges is “getting everyone on board, on the same page, and at the same time.” It’s a well-known fact most people dislike paperwork, but without it any business will fall into chaos. Documentation and communication are the keys to achieving success in the field. Here are a few techniques to help with doing just that.
Gather contact information for everyone involved. Do this up front, at or before closing a sale. People are excited when they commit to the integrator and start a project; it’s an easy time to ask and receive. Be consistent, follow a procedure with forms and do this for every project. Find out names, emails, office and mobile phone numbers, addresses and websites. By sharing this information with other players on the project, you can be the hero when it comes to having to reach out to someone with no notice. Project management software will help collect this data, or a simple form can also work. The secret is to have it all in one place, readily accessible when needed and available for sharing.