What functionality exists in the Concierge Business Solutions™ system?

— Clients

  • All client info stored
  • All time charged directly to client
  • Supports monthly, on demand, and corporate clients
  • Clients have visibility to their monthly hours logs
  • Clients have visibility to their weekly Home Check reports
  • Supports both USA and Canadian clients
  • They receive an email notifying them the Home Check is complete
  • Monthly clients receive an email receipt for monthly billing
  • Supports multiple hourly rates by client
  • Absentee Home Checklist is done via 'online' form accessible by iPad, iPhone or Laptop
  • Clients have visibility to their Absentee Home Check sheet
  • Clients receive an email telling them the Absentee Home Check is available

— Concierges

  • • All concierge info stored
  • • All time charged directly to client
  • • Supports monthly, on demand, and corporate clients
  • • Clients have visibility to their monthly hours logs
  • • Clients have visibility to their weekly Home Check reports
  • • Supports both USA and Canadian clients
  • • They receive an email notifying them the Home Check is complete
  • • Monthly clients receive an email receipt for monthly billing
  • • Supports multiple hourly rates by client
  • • Absentee Home Checklist is done via 'online' form accessible by iPad, iPhone or Laptop
  • • Clients have visibility to their Absentee Home Check sheet
  • • Clients receive an email telling them the Absentee Home Check is available

— Service Providers

  • All service provider info stored
  • Supports three tiers of membership
  • Supports three tiers of referral fees
  • Supports multiple category assignments
  • Supports expiration dates for Liability Insurance

— Referrals

  • Automated
  • Email based – a referral submission sends three emails
  • Can be accessed by anyone – don't need to call the home office to process a referral
  • Are free to the requestor
  • Default turnaround is 48 hours but offers priority options

— General

  • Plans and packages can be altered or added
  • Referral fees can be modified
  • Service Categories can be added or modified as needed
  • Ability to include a list of planned communities in your area
  • Discount coupons can be created to give free memberships
  • Mid month new clients (after the 15th) automatically halves minimum hours
  • Vacation package – special four hour minimum
  • Ability to view/modify hours logs for hours and comments only
  • Billing is automated for monthly clients

— Reporting Tools

  • Hours by Community
  • Hours by Customer
  • Referral fees by month
  • Credit cards due to expire
  • Memberships due to expire
  • Liability Insurance due to expire
  • Download of all email addresses
  • Download payment history
  • All reports can be viewed online or emailed from the website
  • Downloads go to excel