Busy Season Automation & Organization - Foundation Finance

Busy Season Automation & Organization

A variety of different tools such as sticky notes, gloves and saw used to get organized

Did you remember to call that customer back? Did you email out that project estimate? Did you complete the 10,000 items that are constantly coming and going on your to-do list? Each summer, contractors across the country end up with heavy workloads as homeowners seek help on their home improvement projects. Keep your calendar under control and add more time back into your day with helpful tools and business automation.

Get Organized.

Planning ahead makes a big difference when organizing your schedule. Keep track of your tasks, customers, and appointments with organizational tools like the ones below.

  • Collaborative calendar – most email providers offer a shareable calendar that you and those you work with can use to see when each member is busy or available. Choose one system and add in your appointments, project timelines and other important dates.
  • Notes – Need to remember something later? Don’t let your reminders get lost on scrap paper or in the margins of important documents. Find a sticky note app or check out Google Keep to ensure your checklists and notes are organized and easily accessible on the go.
  • Color-coded app tracking – Keep track of your customers’ financing applications at a glance with Foundation Finance’s user-friendly app tracker.

Automate Your Business.

Don’t let your business grind to a halt just because you’re busy with something else.

  • Phone – Set up call forwarding, voicemail and automated text responses to direct callers to additional help if you aren’t personally available to answer phone calls as they come in.
  • Email – Most email services enable you to create email responses that go out if certain conditions are met. Once activated, your message will automatically be sent out to people who email you based on the criteria you choose.
  • Customer prequalification link – Each Foundation Finance dealer has a custom financing app link, that gives your customers the option to fill out and submit their own application for home improvement financing. This frees up your time, protects your customer’s privacy, and simplifies your financing process.

Keeping your business running smoothly during the busy season isn’t always easy, but partnering with Foundation Finance can help. Our simple process, time-saving tools and premade marketing materials ensure you can cross financing off your to-do list faster. Contact us for more info: 1-855-241-0024, [email protected]. You can build on us. Enroll in the Foundation Finance dealer network today.

Note: Use of the terms "Loan," "Lender" and "Borrower" is for ease of reference only. Financings are in the form of retail installment contracts ("RIC").

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