HindSite Business Summit Recap & Takeaways Part 1

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Last Thursday through Saturday we hosted the HindSite Business Summit. Customers from all over the U.S. and Canada had the chance to meet in person to network with their peers, learn what’s new in HindSite and hopefully take something away that would help grow their business. A lot went down, so here's part one of our recap and highlights from last week.


 HindSite Breakout Sessions


Recap: Breakout Sessions

During the breakout sessions we all divided into seven rotating groups where our customers learned about new, updated or under-utilized features from our own gurus who eat, sleep and breathe HindSite Software.


HindSite Tracker Presented by Abby Jakacki

Tracker is HindSite’s vehicle maintenance and GPS add-on product that integrates into the software, syncing with your technicians and work orders seamlessly. HindSite Tracker allows you to:

Track vehicles in real time

Review “bread crumb” history of vehicles for 2+ years

Compare vehicle location to Pending Work Orders for last minute scheduling

We also offer the option of using a third-party to manage vehicle maintenance and upkeep.


Contracts Presented by Karl Krumm

Contracts - an under utilized but beneficial tool - helps keep track of all your service agreements.

Easy to Create: The Packages feature makes creating contracts fast and easy by allowing you to have a pre-defined set of services that you can apply to a contract with one click

One-Click Mass Scheduling: Using contracts allows for faster scheduling and a reduction of human error. You can mass schedule all of your seasonal work (start-ups and blow-outs) directly from the map.


HindSite Connect Presented by Angela Gauerke

Highlighted in our last post about How Field Service Software Can Improve Your Customer Experience, Connect is HindSite’s emailing add-on that comes in two different packages: Basic & Pro.

Essentially it functions as an email automation program but since it’s integrated with the data living in HindSite you can streamline personalized and timely communication. And with Connect Pro you’re able to send out Customer Satisfaction Surveys and collect the feedback your business is missing.


Snow Manager Presented by Erich Johnston

Using HindSite Software for your snow removal business will do everything from streamlining billing to recording contract stipulations.

Stop Losing Money: Make sure all labor and equipment is tracked to the minute so you don’t lose out on billing for the services you provide

Operate Efficiently: Use the dispatching screen to tell when crews arrive on site and finish the different sites on their route

Protect Your Company: Every time your crews time in and out of a work category you are collecting electronic time stamps - data that can protect your company from slip and fall complaints

Customer Communication: Keep your customers in the loop with Connect’s Auto Completion emails, notifying customers as soon as your crews report that a property has been completed

Get Paid Faster: The configurability allows you to have all your plows in a row before the flakes fly. Once an event is completed, billing and payroll are only a few clicks away


Sales Manager Presented by Lorraine Puth & Lee Heggestad

The updated Sales Manager with its new functions and features will help you sell faster and smarter. We restructured the user experience and added components and dynamic visuals to simplify and organize your sale process:

Campaigns: focused, specific sales plans that define what you are selling and who you are selling to

Opportunities: anyone and everyone targeted as a potential sale

Actions: allows you to manage sales, initiate campaigns and track opportunities, recording the entire process - relationship by relationship, customer by customer


(New) Field App Presented by Caleb Snaza

Our new field app is developed with the same code for both Apple and Android devices, meaning you experience the same features no matter your device of choice.

New features and design elements offer an overall better user experience:

Dashboard: serves as the main hub

Swipe tabs: make one-handed operation easier

Drawers: make navigation more intuitive

Search “HindSite Software Field App” at the Apple App Store for iOS or the Google Play Store for Android to download it today.


Assessments Presented by Humsab Moua & Nick Streit

Assessments are the easiest way to gather (and sync) information from the field. Information related to the job, customer equipment, quality control or pretty much anything else. The main strength of assessments is their versatility as well as their ability to guarantee data collection by automatically displaying for the technician.



Takeaway: Finding & Managing Employees

Throughout the three days, we kept hearing one consistent challenge that all our customers face - “we have a tough time finding employees.” And this was usually followed by an explanation that when someone was hired, they ended up being unreliable. 

As I was trying to think of some possible tips to help our customers overcome this obstacle, I started thinking about something Aaron Knepp, owner of AK Irrigation in Ohio said over the weekend.

Aaron and another owner were talking about finding and managing employees. As he explained his philosophy and how he operates his business, it was one of those man-that-makes-sense-moments.  Aaron basically applies and adapts two simple idea to different areas of his company.

1) Invest in employees to hold them accountable

2) Motivate with incentives

This first idea, makes a lot of sense. By paying employees more, you’re not only likely to attract better applicants but it also gives you leverage when managing and keeping people accountable. If you pay people more then your competitor down the street, it’s likely they don’t want to lose that job (unless you’re a complete tyrant). If you hold them to a standard of work, they’ll end up being more productive and reliable.

The second idea is something everyone does but Aaron used it in a way I hadn’t really thought of before. The other owner asked him how he trains his new irrigation technicians. Aaron said he usually finds two new guys that get along with another. He then has them work under his best technician and gives that tech 3% of the trainees' up-sales during their onboarding period. This incentive will make that tech care more about the training the new employees received since his commision check will directly benefit from it. It's managing and motivating without having to use a heavy hand or an iron fist.


Check back next week for HindSite Business Summit Recap and Takeaways Part 2.



HindSite Tracker allows you to:

track vehicles in real time  |  review "bread crumb"history of vehicles for 2+ years  |  compare vehicle location to Pending Work Orders for last minuete scheduling

Watch Demo

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