Next steps

So you've completed the Quick Start guide. What's next?

Add your photo

Add your review link

Calendar integrations

Add your photo

so your customers know who is coming

  • Go to Edit details in the management console
  • Click ‘Upload file’
  • Choose the photo you want and click 'Save'

Add your review link

to get more 5-star reviews when the job is complete

  • Go to your company (pick from the company list)
  • Enter your External Review URL
  • Scroll to the bottom and click ‘Save & continue’

Calendar integrations

Fintrano jobs can show up in your Google or Office365 calendars automatically

  • Go to your company list in the management console
  • Click on the appropriate icon: Google or Office365.
  • Follow the prompts and be sure to give Fintrano all requested permissions.
  • If you have multiple calendars within Google or Office365, click on the icon again to pick the calendar you want from the dropdown.
  • You can integrate with both calendars - you don't need to pick just one!
A screenshot of the management interface - company list

I’ve had loads of customers say, ‘I actually forgot you were going to be coming until I got the message the day before,’ There’s no comeback then, everyone knows exactly what’s happening.

Jack McWilliam, McWilliam Electrical Services

It keeps that repeat custom with our existing customers. And I'm not spending hundreds of pounds on advertising when my customers' word of mouth is our advertising.

Ben, Made4Pressure

When Iain showed us Fintrano, I thought THIS IS AMAZING. I can just put the details in and it's all so easy. They just press a button when they're on their way and when they've completed a job.

Mel, Scorpius

Since we've been using Fintrano, I've had no wasted visits. Like, zero. I can't remember the last time we got somewhere and someone's been like, well, no-one's here.

Gav, Coffee Central

I wanted a system, and Fintrano turned out to be just what I was looking for

James, Peledex

Our no-shows and last-minute cancellations have dropped dramatically. People lead busy lives, so those reminders make a big difference. And when plans do change, customers can just click to reschedule or send us a message.

Keely-Ann, Window pains MK

I get notifications when a team member is on their way or finishes a job. So if a customer calls asking for an update, I can instantly see where everyone is and give them a clear answer. It’s invaluable.

Keely-Ann, Window pains MK

For us, it was the perceived quality. Quality companies do stuff like this. Quality companies tell you exactly when they're going to be there.

Gav, Coffee Central

Fintrano has transformed how we work and how our customers experience our service. It just makes everything smoother.

Keely-Ann, Window pains MK

I hadn’t massively looked at software, but I know that a lot of systems people use are quite complicated because they now incorporate everything form invoicing and quotes to materials lists and pricing. The simplicity of Fintrano is a major reason why it was so attractive to me

Jack McWilliam, McWilliam Electrical Services

It’s made us more efficient, more professional, and it gives customers confidence in who we are. I wouldn’t want to be without it. It’s an invaluable part of our business.

Keely-Ann, Window pains MK

It’s amazing. It just makes everything easier for us and better for the customer.

Jack McWilliam, McWilliam Electrical Services

Our work life has changed so much. I don’t have to chase people anymore or remind them I’m coming tomorrow. Fintrano sends the message the day before saying, ‘Jack’s coming around at 10:00 to do this job,’ and that’s all sorted automatically.

Jack McWilliam, McWilliam Electrical Services

We used a system to help generate reviews, but the customer had to take lots of steps to leave a review - so reviews were rare.

Ben, Made4Pressure

The best thing ever is when you pull up to someone’s house, the door’s already open and the kettle’s on. They know we’re coming because they can see us on the little tracking map. It makes such a difference

Jack McWilliam, McWilliam Electrical Services

Fintrano automatically sends a reminder to our customers when the job is complete. This tends to be the moment when they are at their happiest and have the time to leave a quick review when prompted by the text message. 

Hanna McWilliams, A&A Gas Services

I was always getting the phone call: ‘where’s your electrician? Where is he?’ And I’d go, what customer is this? Because it was all in my head, it’s not been put down anywhere else.

Lee Ives, Lives Electrical

Do you want your customers to think of you as a quality operator? Yes, I do [think it's great value]. It's going to cost you 25 pound a month. No-brainer.

Gav, Coffee Central

Fintrano has changed the way we work. It saves us time, keeps customers happy, and makes every job run smoothly.

Jack McWilliam, McWilliam Electrical Services

Fintrano has made that easy for us.

Gav, Coffee Central

It was described to me as something that would change my life. And honestly, it has. When we set it up, it was all done online and took less than an hour. It’s so easy and intuitive, really self-explanatory. Everything’s where you’d expect it to be.

Keely-Ann, Window pains MK

It’s been a game changer for our business.

Hanna McWilliams, A&A Gas Services

It’s completely streamlined our customer journey. From the moment I book a job to when the installer marks it complete, everything flows. Customers are reminded ahead of time, they can track our team, and if they need to reschedule, they can do that easily.

Keely-Ann, Window pains MK

It’s good when I’m in the office and I can see where everybody is and whatnot. I can keep track of them and myself as well.

Lee Ives, Lives Electrical

That’s what I love about it. I’m getting so many more reviews because I never ever asked before. I still don’t ask for reviews — but we just get them.

Lee Ives, Lives Electrical

Customers love being able to see where their installer is and when they’ll arrive. It saves them from waiting around and saves me from chasing updates. It builds trust.

Keely-Ann, Window pains MK

I’ve always tried to make sure my customers are well informed, but Fintrano is so much more thorough

James, Peledex

One day I had great customer service from a gas engineer company. They let me know when they were coming. I thought, well, this is great service. Coffee Central could be that good. All my engineers need to do is pick up the phone and let the customer know we're going to be there in an hour. But they just don't do it. They hate doing it.

Gav, Coffee Central

If you take Fintrano away, our customer experience would be a little bit less. And I don't want it to be a little bit less.

Gav, Coffee Central

Fintrano has made my life a lot easier and it’s making our customers’ experience better. It’s been a game changer for our business

Hanna McWilliams, A&A Gas Services

The reviews happen automatically when customers are happiest, right after the job is done.

Gav, Coffee Central

Iain told me about Fintrano and I was like, so you're basically making a product that does the service I've been wanting for ages? Just sign me up. Just sign me up now

Gav, Coffee Central

I’m the only administrator, so I needed something that would make my workload lighter and improve our customer experience at the same time.

Keely-Ann, Window pains MK

I needed something that would make my workload lighter and improve our customer experience at the same time.

Hanna McWilliams, A&A Gas Services

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