With Broadly’s new Invoices and Quotes features, it doesn’t have to be. 

With Broadly Quotes, you and your team members can create and send itemized quotes to communicate the cost of your services and scope of work to prospective customers so they can make an informed decision about their purchase.

Broadly Invoices streamlines the generation and delivery of itemized invoices. You can also easily track which invoices are paid, unpaid, void, or refunded and schedule automated reminders.

Keep reading to learn more about the key features and benefits of these valuable tools.

Key Benefits & Features of Broadly Quotes

If you haven’t digitized your quotes and invoices process yet, it’s likely you’re wasting a lot of precious time you could be using to do what you do best: provide an outstanding customer experience and engage with your potential customers.

With Broadly Quotes, you can quickly and easily send service quotes from anywhere you are via the Broadly app. That means your customers (or leads) aren’t sitting around waiting for you and potentially shopping for your competitors. Other key features include:

• Unlimited line items
• Text or email delivery
• Quote reminders
• Quote status tracker
• Option to connect to Broadly Payments

Along with Broadly’s other helpful local business tools, Quotes streamlines the time-consuming administrative tasks so you can get back to doing what you truly love while reaping these benefits:

• Improved customer communication: Easily communicate cost of goods, services, and labor before services begin to reduce miscommunication and customer dissatisfaction.
• Customer convenience: Text quotes to prospective customers to make approving services a convenient, one-click process 
• Track all quotes in one place: Efficiently track which quotes are accepted or denied and quickly follow up with customers right from the app.
• Convert from quote to mobile invoice: Transfer the details and line items of accepted quotes into text-to-pay mobile invoices with a few simple clicks.
• Strong integrations: Send quotes right from Broadly even if using another preferred payment or accounting software.

Key Benefits & Features of Broadly Invoices

Broadly Invoices allow business owners to send itemized invoices for services provided and receive payments via Broadly Payments which also offers customers the option to pay over time while you get paid in full. Other features include:

• Unlimited line items
• Text-to-pay mobile invoicing
• Email invoicing
• Invoice status tracker
• Reminders for overdue payments

In addition to Broadly’s other outstanding features for local businesses, our Invoices feature helps your business:

• Get paid faster: Send text-to-pay mobile invoices or email invoices shortly after services are completed.
• Improve communication with clients: Share the individual cost of goods, services, and labor with itemized invoices.
• Avoid late payments: Easily track which invoices are paid, unpaid, void, or refunded and quickly follow up with customers.
• Get paid how you want: Choose from a range of payment vendors that align with your accounting setup.
• Streamline payments: Send and receive payments from the Broadly app, even if don’t wish to use Broadly Payments.

Get Started with Broadly

Broadly helps businesses streamline their operations and grow strong, lasting relationships with every customer interaction. 

Our easy-to-use app enables businesses to get reviews from happy customers, track, and respond to feedback, and manage their online presence all in one place.

And now, with Broadly’s Invoices and Quotes features, we provide a straightforward invoicing and quoting process that saves you time and ensures customers are happy and you get paid for your work.

Already with Broadly? Login now to use the Invoices feature.  

Not using Broadly yet? Try it for free for 30 days and  see our Invoices feature in action today!

The post Broadly’s New Quotes & Invoices Features to Streamline Payables For Local Service Businesses appeared first on Broadly.

“We’re thrilled to be honored for the culture and benefits we offer here at Broadly. This includes ‘Our Time Off,’ where employees can take two, three-day weekends per month, as well as 100% employee paid medical, dental, and vision, and remote work stipends for work expenses, co-working, and wellness. ” says Mindy Lauck, CEO. 

Built In determines the winners of Best Places to Work based on an algorithm, using company data about compensation and benefits. To reflect the benefits candidates are searching for more frequently on Built In, the program also weighs criteria like remote and flexible work opportunities, programs for DEI and other people-first cultural offerings.  

“It’s my honor to congratulate this year’s Best Places to Work winners,” says Sheridan Orr, Chief Marketing Officer, Built In. “These exemplary companies understand their people are their most valuable asset, and they’ve stepped up to meet the modern professional’s new expectations, including the desire to work for companies that deliver purpose, growth and inclusion. These winners set the stage for a human-centered future of work, and we can’t wait to see that future unfold.”  

About built in

Built In is creating the largest platform for technology professionals globally. Monthly, millions of the industry’s most in-demand professionals visit the site from across the world. They rely on our platform to stay ahead of tech trends and news, learn skills to accelerate their careers and find opportunities at companies whose values they share. Built In also serves 2,000 customers, innovative companies ranging from startups to those in the Fortune 500. By putting their stories in front of our uniquely engaged audience, we help them hire otherwise hard-to-reach tech professionals. www.builtin.com

About built in’s best places to work

Built In’s esteemed Best Places to Work Awards, now in its fifth year, honor companies across numerous categories: 100 Best Places to Work, 50 Best Startup Places to Work, 100 Best Midsize Places to Work, 100 Best Large Places to Work and Editor’s Choice: 100 Best Hybrid Places to Work. The program honors companies – remote, hybrid and in-office – with the best total rewards packages across the U.S. and in the following tech hubs: Atlanta, Austin, Boston, Chicago, Colorado, Dallas, Houston, Los Angeles, Miami, New York, San Diego, San Francisco, Seattle and Washington DC. 

About broadly

Build a strong, lasting online presence and a reputation that helps you stand out in your area. Broadly helps local businesses attract leads, connect with customers, and automatically request reviews. Provide a 5-star customer experience with a responsive website, automated web chat, streamlined text and email communication, and flexible mobile payment options. Broadly makes it easy for customers to find you, work with you, and rave about you. 

The post Builtin honors broadly in its esteemed 2023 best places to work award appeared first on Broadly.

Monitoring team success means constantly staying up to date on what’s going on, keeping track of your team members ability to achieve goals, and ensuring your customers are happy. No small feat when you’ve already got a ton of responsibilities on your plate.

This is where Broadly comes in!

With the new Team Report feature, you can easily track performance by team member. That way, you can focus on those mission-critical tasks that only you can do.

The Team Report is now available on the Broadly App! If you’re already a customer, login here to begin using it. If you’re not already using Broadly Premium, stay tuned for more on this ultra beneficial new feature. 

Team reports core features

As a manager, you need real-time updates on how your team is doing and the health of their customer interactions. This can be difficult for many reasons. 

Maybe you don’t have time to constantly check in with team members or are unsure of how to create performance reports. With Broadly, you can see all of this information in one place.

Broadly’s Team Report is a new feature that gives you an overview of how your team is performing. You can see how many customers each team member has added to the Broadly app, their average star rating, and average customer response rate to review requests by team member.

Here are the core features of Team Reports:

• Real-time data updates
• Team member performance metrics such as:
  • Customers added
  • Review requests sent
  • Customer response rate
  • Customer sentiment
  • Review generation breakout
• Visual, user-friendly interface
• Year, month, week, or custom time frames

Benefits of team report

Along with Broadly’s extensive suite of features, using Team Report will help you in the following ways:

• One-stop solution for team management: With the Broadly App, you can now see everything happening with your team in one place. For instance, if your team members sit in multiple locations, you can now track their progress from the same page.
• Informed decision making: With real-time data, you can see how your team is performing and identify any areas that need improvement. For example, if you see that one team member has a low customer response rate, you can address this issue before it becomes a problem.
• Save time: You can now get all the information you need about your team without chasing them down for updates. This eliminates the back and forth thereby saving both your and your team valuable time. 
• Establish best practices: You can identify which team members are doing well and model their behavior with Team Report. This way, you can improve the performance of your entire team.
• Increase positive reviews: By keeping track of your team’s progress, you can identify opportunities to generate more positive reviews. For example, if you see that a team member has a high customer response rate, you can encourage them to request more reviews from their happy customers.

Empower your team and monitor their progress with Broadly

Broadly works with local businesses to help them build a strong, lasting online presence and reputation. We offer tools to help businesses get more reviews, communicate with customers and leads from a single mobile app, and put their business growth on auto-pilot. With Broadly, you can focus on your business while we take care of your online reputation.

Team Report is just one of the many features we offer to help businesses improve their online reputation. With Team Report, you can now focus on your services and leave the team management to us.

Already with Broadly? Login now to begin using the Locations Report. 

Want to learn more about Broadly?

The post Team report: Now available in the Broadly app appeared first on Broadly.

Meeting this expectation can be challenging for local businesses without dedicated customer support teams. That’s where Broadly’s new Saved Replies feature can help!

Broadly’s new Saved Replies feature is a time-saving tool that lets businesses quickly respond to common customer questions with predefined, customizable responses. With Saved Replies, business owners and their teams can create personalized responses to frequently asked questions and save them for future use. 

Improve customer experience with saved replies

We understand the pressure of constantly being available to answer customer questions. It can be extremely challenging to answer every customer inquiry while also juggling running your business. With Saved Replies, you can do both with ease! You get:

• Reply templates: Users can create templates for commonly used responses, which can be easily accessed and quickly sent to leads and customers.
• Customizable messages: Users can personalize each message template with custom tags, such as the customer’s name.
• Streamlined communication response: Saved Replies helps business owners ensure that communication stays on-brand and provides a consistent customer experience.

More benefits of saved replies

There are many benefits of using Saved Replies along with other Broadly‘s range of features:

• Reduced response time: With Saved Replies, users can quickly send responses to customers without having to type out each message individually. This can help reduce response time and improve customer satisfaction.
• Improved efficiency: By readily available commonly used responses, users can save time and be more efficient in customer interactions.
• Greater flexibility: Users can customize message templates to fit the needs of each customer interaction. This gives users greater flexibility in how they communicate with customers.
• Increased customer satisfaction: Saved Replies can help you immediately resolve customer queries and increase customer satisfaction by reducing response time and improving efficiency.

Get started with Broadly premium today

Build a strong, lasting online presence and a reputation that helps you stand out in your area. Broadly helps thousands of local businesses attract leads, connect with and serve customers, and automatically request reviews from one app.

With Saved Replies, local small businesses can quickly respond to customer inquiries with predefined, customizable responses. This time-saving feature can help you reduce response time, improve efficiency, and increase customer satisfaction!

Already using Broadly premium? Login now to begin using the Saved Replies. 

Want to learn more about Broadly Premium?

The post Broadly launches saved replies feature to support small businesses appeared first on Broadly.

Broadly has helped thousands of local shop owners across the United States grow successful businesses through a variety of high-impact features — including Web Chat, Text Messaging, Automated Review Requests, Appointment and Service Reminders, and Contactless Payments — all aimed at increasing revenue and operational efficiency while delivering meaningful customer experiences.

Through this ongoing collaboration, over 100 Bosch shops have been able to collect high-volume, consistent reviews and capture more leads all while simultaneously improving the experience for their customers. And there is no end in sight for this valuable partnership.

“Bosch is committed to helping our shops pair personal customer service with a high-tech customer experience. Broadly is one of our preferred vendors because of their commitment to a customer-first mindset. The Broadly app helps our shops attract leads, engage with customers, and build stronger online reputations so they can win more business. Our partnership with Broadly allows us to further enrich the auto repair experience for our end-customers.” – Jack Ogden, Program Manager, Bosch Automotive Aftermarket

For more information on how you can benefit from Broadly as a Bosch Module Network shop, please visit our website: https://broadly.com/bosch-demo/

About Bosch

The Bosch Group is a leading global supplier of technology and services. It employs over 400,000 associates worldwide with operations divided into four business sectors: Mobility Solutions, Industrial Technology, Consumer Goods, and Energy and Building Technology. The Bosch Group’s strategic objective is to facilitate connected living with products and solutions that either contain artificial intelligence (AI) or have been developed or manufactured with its help. Bosch improves the quality of life worldwide with products and services that are innovative and spark enthusiasm.

Additional information is available online at www.bosch.com.

About Broadly

Build a strong, lasting online presence and a reputation that helps you stand out in your area. Broadly helps thousands of local businesses attract leads, connect with and serve customers, and automatically request reviews – all from one easy-to-use app. Consistently provide a 5-star customer experience with a custom-built responsive website, automated web chat, streamlined text and email communication, and flexible mobile payment options. Our app connects with the tools you already use and comes with dedicated, ongoing customer support. Broadly makes it easy for customers to find you, work with you, and rave about you. 

The post Bosch and Broadly: Providing local auto shops with a premium customer experience and reputation management appeared first on Broadly.

Improve customer communication

Our new mobile App allows you to own your customer communication. With the App, you’ll always be available for your customers, and can chat with them seamlessly on their preferred platform – email, text, or call. That means your customer can message you from their email or phone, and you’ll see it as one conversation in the App. When you message back, the App will message your client on the platform (text or email) that they most recently used, making customer conversations so much easier to keep track of.

Businesses miss opportunities to win new customers every day, simply because they’re so busy. Our real-time messaging feature allows your entire team to communicate with your customers from one place, so that you never miss a message again. Every member of your team has access to the App to enable faster response times.  This allows your business to be more accessible, eliminate duplicate outreach, and create more transparency into customer communication. With our push notifications, you’ll be notified of new conversations right away, so that you never miss a message again.

Centralize customers and activities

Keep track of everything! Your new activity history allows you to centralize all of your customer information and activities within the App. This feature also helps you keep track of each customer relationship – from the beginning to end. Once a new customer is added to the App, each action will be tracked. That means  that every time you get a new review, private customer feedback, or inquiry, you’ll be in the know. You can even see future customer outreach activities!

Manage reviews

Broadly Engage is also perfect for review management. Here, you’ll see your most recent reviews, who wrote them, and what platform they are on. You can click through each review to reply to positive feedback. You can also respond to  private feedback directly from the App to nurture your customer relationships and improve customer experiences.

Team Scorecard

For local businesses with multiple team members, Broadly provides feedback at the employee level. This feature helps you track and understand customer interactions by team member, and enables you to identify trends and even reward exemplary employee performance. The Team Scorecard provides insight into your overall customer experience, and allows you to identify trends and ultimately  improve your business practices.

Conclusion

Broadly Engage Mobile App is the perfect companion to the Broadly Reviews Platform, and is included in our service. Own your customer engagements from everywhere you go, and build better relationships through personalized communication. If you’d like to learn more about Broadly Engage, request a demo and see how we can help.

The post Broadly announces app 2.0: Broadly engage appeared first on Broadly.