General Overview

Terminal Overview

The Terminal was built based on the desire to communicate efficiently, increase organization, and provide transparency.

Basically the Terminal is an electronic data transfer system which requires the key components for each departments success be provided before it can move to the next step.  Between approval and sending out an invoice there are numerous events that occur.  The Terminal streamlines these events and makes everyones responsibility clear.

It’s pretty simple, but this explanation is written both for life-long members of PCC as well as new employees.  Here’s the breakdown:

• SALES – The Sales Team consists of both a Business Development Manager (BDM) as well as a Business Development Assistant (BDA).  Once they get a project approval, demo, or survey that information needs to be sent to the Operations Team.  Using the Terminal the sales team passes along information for the Operations Team to execute on.  While the Sales Team waits for the execution to take place they can see the progress go from 0% complete to 100% complete.

• OPERATIONS – The Operations Team consists of a Director of Operations (DO) and Technicians.  Once the DO gets information for a Survey, Project or an upcoming Demo, the DO can make assignments to the Technicians on his team he’d like to have handle that activity.  Once the project is complete the DO sends the completed project back to the Sales Team for review.

• ACCOUNTING – Once the completed project is back to the Sales Team, they will do a review, and then pass the project along to be invoiced with the Accounting Team.  The Accounting Team will send out the invoice and upon payment will update the Terminal which will notify the Sales Team.

So, based on that quick description you may have a few questions, here are a few we thought you’d have:

Q1: Will this replace my Pipedrive (CRM) or Salesforce Account?  No.  We plan to use the Software Development Kit (SDK) from Pipedrive to be able to increase functionality of the Terminal, but that will come down the road.

Q2: Will this replace Quickbooks?  No.  You’ll still use your same accounting software and invoice system, however there are integrations that we can do in the future with the Quickbooks SDK.

Q3: What else can it do? Here are a list of features we’ll talk about further:

• Integrated time card

• Estimated Drive Times

• Ability to track Not to Exceed Projects

• Ability to convert Surveys to Projects

• Quick transfer of information from Sales to Ops Team

• Easy transfer of information to Accounting for invoicing

• Project Tracking, see progress of jobs and benchmark against deadlines

• Dashboard view of everything going on with Sales Team and Ops Team

• Auto fill for previous customers