Fullbay is cloud-based shop management software built specifically for heavy duty repair shops, from the company of the same name in Phoenix, that supports invoicing, electronic work authorization, parts management, and includes a customer portal.
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MethodCRM
Score9.1 out of 10
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Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Fullbay has been a game changer for our organization. The the ability to sent approval amount for each service order, causing a red flag if the total goes over that amount and requires you to contact customer for re-approval. Using the customer portal allows the customer to monitor repairs and to also book in a unit for repairs, allowing for fewer phone calls inquiring on status of unit.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Fullbay provides communication between departments exceptionally well. Each Department can tell what the other department is doing or needs to do. The flow of the communication is very natural too.
Fullbay's technical support is top-notch. I have had several instances where I didn't either understand something or couldn't figure out how I needed to accomplish a certain task. I would search their extensive knowledge base which is well laid out. If I couldn't find my answer there, I would just give them a ring. There readily available phone support either had the knowledge on hand or was willing to find out.
The work flow that Fullbay provides is very natural. We struggled as a shop of 4 techs to find organization & efficiency. Once we started using Fullbay, we found that paperwork became very minimal. We also understood some organizational processes that we had needed were missing. It forced us to start rethinking how our shop was laid out and how we did things. As changes were implemented because of the process FullBay used, we found ourselves becoming more efficient which in turn led to us hiring more techs to turn out more work using the same amount of office personal.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The notification feature inside Fullbay is about the only thing I would say needs improving. There is not an option to set up a text or email notification if a customer leaves a note on a service order. You have to watch the notification area. If you don't look at it regularly you could miss a note from the customer. Not a pitfall, but something that could use improving.
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Fullbay is very user friendly, well organized and intuitive. New users have caught on with only a few hours training. Techs are able to navigate thru there service orders with ease, even without a computer background.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Fullbay support is excellent. Front end training was well presented and organized well. As we started using Fullbay support was a phone call or email away. Once training was completed the support team was ready to help with any challenges. If we found a glitch or issue using the program, one email and someone was on it to fix our issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
Our shop had 4 tech producing 100 ttl hours / week. After implementing and understanding how to use Fullbay, we have been able to increase those numbers to 7 techs producing 250 ttl hours / week. All the while we are still using the same amount of office personal.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
