1Stop General Introduction

1Stop General Introduction

Introduction

1Stop is the first all-in-one business operating system designed to meet the unique demands of specialty remodelers. From when a lead first expresses interest in your business through the entire sales and installation process, 1Stop covers every crucial aspect of your operations to help you save time and boost profitability.

Key Features by Team

Our features are designed to help all of your teams operate more efficiently.  
Marketing Teams
Track, analyze and optimize your lead generation efforts with ease. Identify high-performing channels, reduce wasted spending and reignite interest in dormant leads with targeted re-engagement campaigns.
  1. Lead Capture: Auto-import leads from website forms, lead aggregators, Facebook Lead Ads, and more, eliminating tedious manual entry and ensuring no leads slip through the cracks.
  2. Lead Tracking: Precisely track every lead's origin, revealing which marketing channels are delivering the highest quality leads and where to focus your budget.
  3. Lead Cost Reporting: Calculate your true return on investment (ROI) for each lead source by tracking associated costs, enabling you to optimize spending and maximize profitability.
  4. Referral Program: Seamlessly track referrals, automatically attribute them to the referring party, and streamline reward payments.
  5. Remarketing Campaigns: Effortlessly segment and retarget leads that didn't convert, re-engaging them with tailored campaigns to win them back.
Scheduling Teams
Track the status of every lead, easily schedule and manage sales appointments, and monitor your team's performance. To learn more, view our Introduction for Scheduling Teams article.  
  1. Lead Management: Track the progress of every lead from initial arrival through each stage of the Opportunity setting, sales and installation process, ensuring no one falls through the cracks.
  2. Kiosks: Boost data accuracy and appointment-setter efficiency by utilizing our custom-tailored prompts that walk your outbound call center through every question in a pre-determined order.
  3. Seamless Demo Management: Effortlessly assign, confirm, issue, reschedule and cancel demos, while easily tracking their status.
  4. Sales Scheduler: Get a bird's-eye view of all appointments with a customizable calendar designed specifically for sales demos, meetings and Sales Reps' days off, complete with color coding to easily identify the status of each demo and Sales Rep.
  5. Performance Tracking: Monitor your team's effectiveness by tracking key metrics like lead response time, appointment setting rates and individual sales scheduler performance.
Sales Teams
Easily create custom-branded quotes and change orders, collect digital signatures, manage commissions, and track the status of every sale without complicated resulting options. To learn more, view our Introduction for Sales Reps article.  
  1. Sales Process Management: 1Stop's intuitive process management workflow guides sales team through every step of the sales cycle, ensuring consistent execution and simplifying onboarding for new hires.
  2. Quotes & Change Orders: Easily create professional, custom-branded quotes and change orders that reflect your unique offerings.
  3. Digital Signatures: Expedite the closing process with secure digital signatures, ensuring legally binding agreements and faster turnaround times, with less paper to store and keep track of.
  4. Commission Tracking: Automatically calculate commissions based on your customized structure.

Operations & Installations Teams
To accelerate installations, your Operations Team needs to stay ahead of your pipeline, from new jobs waiting to be scheduled to completed job waiting for final payments. 1Stop tracks every step of the installation process and keeps the whole team in sync. To learn more, view our Introduction for Operations & Installation article.  
  1. Job Process Management: Guide your installations from start to finish with our pre-configured process that ensures consistent, efficient job execution. And with 1Stop's flexibility, easily add or make changes to the workflow to customize it to your business needs.
  2. Job Scheduling: Easily schedule jobs, estimate start dates, and monitor job duration from start to close, giving you real-time insights into your install teams' performance.  
  3. Product Orders: Streamline your purchasing process, track orders, confirm costs, and guarantee timely deliveries.
  4. Inventory Management and Logistics: Effortlessly manage inventory levels, assign materials to jobs, and track deliveries to your warehouse and job sites.
  5. Employee & Subcontractor Tracking: Simplify payroll and cost management by easily tracking employee work hours and subcontractor expenses per job.
  6. Permits, HOAs & Engineering:  Manage approvals with ease using our pre-configured processes to manage and track the status of each item, or customize them to your specific needs. 
  7. Inspections: Quickly schedule and track the status of inspections.
  8. Customer Support: Create, track and resolve any job related issues identified by customers. 

Finance Teams
1Stop empowers finance teams to optimize business operations and drive growth. Our comprehensive suite of tools helps you manage and track receipts, payments, and costs, providing valuable insights for data-driven decision-making.
  1. Vendor Management: Centralized vendor management and tracking.
  2. Product Management: Effortless inventory, equipment, and product offering oversight.
  3. Invoice & Credits: Automated invoice and credit creation for approved sales and change orders.
  4. Customer Receipts: Easily track and record customer payments.
  5. Collections Management: Simplify collections with automated monitoring of lien effective dates. 
  6. Financial Management: Streamlined check requests, expense processing, cost allocation, and month-end closing.
  7. Accounting System Integration: Designed to seamlessly integrate with your accounting system.
Human Resource Teams
1Stop empowers HR teams to optimize business operations and drive efficiency. Our comprehensive suite of tools helps you manage and track employees, ensuring accurate record keeping.
  1. Employee Management: Streamlined tracking of key data and documents, simplifying HR processes.
  2. Personal Time Off: Easily track and approve requested employee time off. 
  3. Payroll: Seamlessly manage and process payroll-related tasks within your organizaiton.
Management Teams
1Stop provides all of the tools, dashboards and reports managers need to track the success of their teams and ensure nothing falls through the cracks. 
  1. Contact and Lead Management: Gain a 360-degree view of lead performance with advanced dashboards and analytics, enabling data-driven decisions to optimize your business.
  2. Sales Approvals & Cancellations: Monitor all sales approvals and cancellations, ensuring they are properly reviewed and authorized by management.
  3. Change Order Approval and Processing: Monitor all change orders and ensure they are properly reviewed and approved by management before they are sent to the customer.
  4. Commission Approval: Maintain transparency and fairness by ensuring all commissions are thoroughly reviewed and approved by management before disbursement.
  5. Referral Bonus Approvals: Efficiently track and approve referral bonuses, incentivizing employee performance.
  6. Expenditure Approvals: Maintain financial oversight by tracking and approving vendor bills, credit card charges and employee expense reports.
  7. Job Costing: Accurately measure profitability on a per-job basis with automated tracking of revenue and costs.
  8. Customer Balance Detail: Monitor customer balances and payment history in real-time to proactively manage outstanding payments.

Process Management

1Stop has established standardized processes for all major aspects of a specialty remodeling business through an innovative technology called a "Blueprint." Blueprints are located at the top of most records and serve as the central hub for managing various organizational procedures. Think of Blueprints as digital representations of business processes. They guide you through each step of a process and ensure that you complete all required information before proceeding to the next step. And best of all, they are fully customizable to meet the unique needs of your business. For more details, view our Blueprint Introduction article.

Dashboards 

1Stop's dashboards and reporting are unmatched in the home improvement industry. We provide a 360-degree view into your business with 100+ customized dashboards to help you make faster, more informed business decisions. To learn more, view our Dashboards and Reports. 
Marketing Dashboard
  1. Lead Performance: Provides a comprehensive analysis of key lead generation and performance metrics to help you optimize your lead generation process and achieve your sales goals.
  2. NSLA (Net Sold per Leads Added) Index: A metric used to evaluate the effectiveness of lead sources in generating sales.

Scheduling Dashboard
  1. Scheduler Performance: Provides a comprehensive analysis of scheduler performance metrics to help you monitor and manage your schedulers more effectively, showing the quantity and quality of appointments each scheduler is making. 
  2. Outbound Calls: Track phone call data per agent to determine your most effective dialers.
Sales Dashboard
  1. Sales Team Performance: Provides a comprehensive analysis of key sales rep performance metrics to help you monitor and manage your sales team more effectively.
  2. NSLI (Net Sold per Leads Issued) Index: Provides insights into how effectively sales reps capitalize on leads and convert them into sales.
  3. Sales Rep Profitability: Tracks average Total Cost & Expense Percentage per job for each sales rep, ensuring profitable sales.
  4. Commissions Analysis: Provides a comprehensive analysis of key metrics that help monitor and manage your commission expense and commission payments performance.
Operations & Installation Dashboard
  1. Operations Performance: Provides key metrics the Operations Team can utilize to efficiently schedule jobs in a timely manner.
  2. Install Performance: Provides key metrics the Installation Team can use to efficiently complete and close out jobs after installation begins.
  3. Install Pipeline Analysis: Provides an overview of the current status of jobs, including those to be scheduled, scheduled, currently in progress and completed.
Finance Dashboard
  1. Collections Analysis: Summarizes your team's collection activities, which commence once a job is completed, the permit is closed, and your Customer Service Team is unable to collect the final balance owed. 
  2. Job Costing Analysis: Offers a comprehensive analysis of key metrics for each job over a 6-month period. 

Communication & Collaboration

1Stop enables easy communication with customers as well as enhanced collaboration among team members.
  1. Email: Manage all your email communication with customers and leads in one place.
  2. Text: Manage all Text communication with leads and customers in one place.  
  3. Notes: Capture and store important information about your customers and leads, such as meeting notes, call summaries, and follow-up tasks. This information is easily accessible to all relevant team members.
  4. Photos & Documents: Store all of your photos and documents in one place, all digitally and easily accessible to all relevant team members.

Mobile App

Our mobile app gives you full access to 1Stop on the go, so you can stay connected with your customers and leads wherever you are. With the mobile app, you can manage your sales pipeline, track customer interactions and access dashboards and reports, even when you're away from your desk.

Powered by Zoho

1Stop is built on Zoho, an award-winning platform with more than 100 million users worldwide. By partnering we Zoho, we can bring you world-class features to help you run your entire business.


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