National Retail Franchise Management Platform

Pinch CarePro’s core customer data management solution includes extensive data tracking, custom view creation, deep lifetime customer, service and pool/equipment data tracking.  Custom rate tracking, transaction tracking, aging/balance views and online payments processing are all strong points of the new system.  Customer management tooling extends to scheduled task creation and editing along with tracking and storage of customer documents.

The legacy PCP system’s service management module presented data management and response time challenges due to long-term recurring service contracts; the new Pinch CarePro system simplifies service scheduling including auto-extension capabilities for long-term service contracts.  Additionally, the system leverages the geo-based routing engine to suggest “smart” technician selection and scheduling for a service stop.

Billing management is the true “killer app” of the product.  Monthly billing, batch processing of each store’s custom billing and posting of customer late fees streamlines each store manager’s ongoing billing job.  Pinch CarePro’s billing log features keep an uninterrupted history of each customer’s transactions along with tracking of pending invoices down to line-item invoice management.  Finalization and recall invoice actions enable store managers to follow a workflow.

Service technician routing and optimization is a much-needed solution for franchisees.  Pinch CarePro delivers in a big way including an “Easy Button” for geo-based route optimization based on time and/or distance for all service stops on a technician’s route.  Franchise managers can manually manipulate routes/order of stops and view real-time map-based updates – they can even drag and drop stops from one technician’s queue to another.

The Pinch CarePro reports module provides a plethora of tabular business reports ranging from customer billing to inventory reporting and customer service history.  These reports are customizable by each franchisee, updated with real-time operational data and available to each franchised store operator on desktop and mobile device.

Pinch A Penny provides multiple means to drive leads to their franchisees, including a public website, consumer app and multiple online marketing channels.  The Pinch CarePro sales module supports franchisee tracking and conversion of leads into estimates and closed contracts.  Manager review screens handle management from initial action on a lead, drill into each lead’s details and update each lead with status, notes and tracking.  Franchisees can turn leads into customer-associated estimates and ultimately executable contracts.