4 Ways to Improve POS Installations and Win New Business
With Halloween and Christmas approaching, POS installation teams are preparing for some of the busiest periods of the year.
Brands expect displays to be installed on time and to the correct specification, while agencies and installation partners need to deliver projects within budget and maintain the margins that keep their businesses competitive.
The right approach to field operations can make a measurable difference. Here are four areas worth reviewing before your next major rollout.
1. Gain visibility across every rollout
Operations teams need to know which jobs have been allocated, whether installers have completed the work and where issues need attention. Without a reliable flow of information from installers, even a well-planned rollout can become difficult to manage.
Field automation software gives operations teams a central view of activity across every location. Installers receive their job details through a mobile app, with clear instructions on what needs to be completed as well as pre-scripted questions that they need to answer. They can submit updates directly from the store, allowing managers to monitor progress without relying on phone calls or chasing emails and clearly see what work has been complete vs. incomplete.
Teams can spend less time tracking down information and more time resolving the issues that affect delivery.
2. Give clients proof of execution
Completing an installation is only part of the job. Clients increasingly want evidence that the POS materials have been installed correctly and in line with the agreed brief.
Collecting photographs, checking them against requirements and compiling reports manually can create unnecessary work for operations teams.
TeamHaven enables installers to capture photographs through its mobile app while in-store. The information is uploaded for the operations team to review, giving managers a clearer picture of what has been delivered at each location. Any snags can be recorded for follow-up.
Proof of execution reports can be shared directly with clients through TeamHaven, making it easier to demonstrate completed work without having to assemble evidence manually.
“Our ability to give clients access directly to the reports has been a huge benefit to all, it reduces our need to create manual offline reports, allows us to manage client expectations and any snagging more effectively as well as expediting the billing processes.”
Kate Stapleton, Head of Implementation, SMP Group
For agencies pitching for new contracts, this is an important consideration. A clear, consistent reporting process demonstrates control over the installation process and gives prospective clients greater confidence in your ability to deliver.
3. Stay within budget
Technology should help protect your margins, not create another fixed cost that is difficult to justify when project volumes fluctuate.
Many software providers charge per user or through recurring subscriptions. That model can be difficult for POS installation businesses, where demand changes according to campaign schedules and seasonal peaks.
TeamHaven takes a different approach with pay-as-you-go pricing based on the number of store visits. There are no setup costs, so you can account for software expenditure more easily when preparing project budgets and client proposals.
This flexibility is particularly useful when pricing competitive tenders. Rather than committing to a subscription that may not reflect your workload, you can align your software costs more closely with the work being delivered.
4. Coordinate installation teams without adding administrative pressure
POS rollouts often involve a combination of in-house installers and external contractors. Keeping everyone aligned can be challenging, particularly when teams are working across different regions.
Without a shared process, operations managers may spend too much time confirming schedules, repeating instructions and checking whether each team understands the client’s requirements. External partners also need access to the information required for their jobs without necessarily seeing the details of the wider operation.
TeamHaven helps bring these activities into one workflow. Operations teams can schedule work for internal and external installers, assign job-specific instructions per a location and control external parties’ access. Installers use the mobile app to review their tasks, consult planograms and submit updates from the store, including details of any snags that require attention.
This creates a more consistent way of working. Managers have a clearer understanding of responsibilities and progress, while installers have the information they need to complete each job correctly.
Brief and report on instalations and site audits all in one place with TeamHaven
Clients increasingly expect installation partners to demonstrate that work has been completed correctly with evidence. Meeting that expectation shouldn’t mean adding hours of administration to every project or accepting unnecessary costs.
TeamHaven helps POS installation teams manage field activity, collect proof of execution and keep software costs in line with project demand. With pay-as-you-go pricing and no setup costs, you can get projects up and running in minutes without technical training.
Try TeamHaven free for 30 days and see how a more streamlined approach to installation management could improve your next rollout.