FastGem AUTOMATICALLY pulls all data from source systems (new and updates). Once inside FastGem, automatic texting, quality control, sync to external systems and more can be executed
FastGem is built on the premise of data management. All customer submitted/generated data is placed within main portal where data can be filtered/sorted/searched and exported all with simple drop down selectors for assignments and status
All of your employees are given specific access to only what they should see, including their pay. Pay is always up to date so the minute it's cleared and finalized by a Payroll Admin, they are able to view it. You control when accounts are marked as cleared for payment.
Full Inventory tracking and management. Assign/Track/Consignment all of your inventory. Assign equipment to a customer for total tracking. Technicians can assign equipment to a customer record in live time, so the whereabouts of your inventory doesn't skip a beat!
Never ask if what you're getting paid is accurate again. FastGem records what your expected to be paid, what you're actually paid, and determines reconciliation.
Lead Techs can easily assign jobs/work orders to individual techs. Each individual tech has access to their personalized calendar with links to all pertinent information.
Create, e-mail, and record Invoices and/or Payments in PDF to your customers in less than half the time you're used to with our latest Invoice/Payments Feature! Choose from different professional templates that include all necessary details on billing and payments for the best record keeping possible!
We offer an automated and secure way of processing orders, without you having to worry about the risk of your data being shared with ANY outside parties! We go the extra mile to make sure that your information is protected, and we will NEVER sign contracts with other providers that jeopardize this guarantee to our customers! Can you say that about your current CRM?
FastGem's unique overlay system integrates with multiple platforms and allows for 5x faster processing removing the need for internal processors to copy and paste customers' information.
FastGem automatically texts customers the day before & after installation to confirm quality. Auto Status Change of work orders also takes place based on the customer's response to auto texts, to make and record follow ups as often as you require! Additionally, all internal reps have quality control queues that are generated based on additional milestones or customer replies.
FastGem offers FULLY customizable forms of all types. Create an order form specific to the rep it's assigned to. Changes to form content take seconds and is replicated across all necessary forms. If your company uses Installation agreements and/or disclosures for the customer, have your PDF forms immediately available to view. The customer can sign forms with their finger or stylus and receive a PDF copy immediately!
FastGem supports referrals by enabling a custom form for each referrer. Referrals enter the system and are assigned to reps who follow up on the lead and are then able to convert them to a customer. Referrers can also access payroll which pays out based on referral fees. As always, referrers can only see their leads/customers/payroll.
FastGem offers internal messaging from admin to users/reps as well as article building for posting notifications, training, etc. Techs, reps, and processors can practice live communication from within FastGem as well, inside of their customer records to keep everyone in the loop about what's going on with the customers they are assigned to!
Clock In/Out timecards for hourly employee time tracking