Urable to...

You are able to use whatever payment processor you’d like but most point-of-sale processors are very limited in their value beyond the swipe. The only exception to this is Stripe. Urable has a unique integration with Stripe which will soon allow even swiped transactions to be recorded in Urable automatically. The other benefit of our unique Stripe integration is that we are able to use the collective volume of the entire Urable user base to secure lower merchant fees for everyone.

Urable integrates with both, Stripe and Square to provide a very flexible and streamlined invoice, receipt and payment experience for your customers and your business, we highly recommend connecting your existing Square account or utilizing our Stripe account. If you choose to use a different payment processor outside Urable, that’s ok. The app will still handle all the detailed invoicing for you and your customers, but you will not be able to transact seamlessly through the app or send payable invoices to secure deposits remotely.

Quickbooks Online has been fully integrated with Urable and is currently available in the USA, Canada, United Kingdom and Australia. Urable is not integrated with Quickbooks Desktop. When you first choose to integrate Urable with your Quickbooks Online account, you’ll have the option to import all of your clients and services from Quickbooks into Urable. This makes account setup very quick and easy. All new customers, services and transactions that occur within Urable will be synced with your Quickbooks account and revenue will be routed to the Income Accounts you assign.

The e-commerce platform in Urable is a fully integrated and functional online store. All shipping charges are based on the parameters of an average parcel and will be calculated in real time for the customer based on their location and the shipping method they choose. The actual shipping cost will be calculated when the customers order is packaged and the measurements and weight are entered into the system. This will produce a shipping label for that specific package. The customer will be sent an email containing tracking information automatically.

NOTE: The collection of state sales tax in e-commerce is a complicated situation and we recommend each business consult with a tax professional to ensure taxes are collected and remitted accurately. The default setting in the e-commerce site assumes the business only has tax collecting and remitting responsibilities in their domicile state.

The information viewed in the app is not stored locally on anyone’s device or computer (unless it has been exported out of the app). It is hosted by Urable and available from anywhere in the world, at anytime and from any internet connected device. Users will never incur data fees using the app and the app does not rely on the devices memory capacity, other than having the space to install the app itself.

Customers can be added one at a time or imported in bulk within the app or through the Quickbooks Online integration. Customers will also be added through the use of the Online Booking feature that can be added to your social media platforms and act as a lead generation tool.

We built Urable to be intuitive in it’s layout and navigation. Using and navigating the app is something most will be able to do with little or no training. However, transitioning a business from one way of doing things to another, is a much more complex task. We help businesses get over this “transitional hump” by offering 1:1 video conference training sessions and a recommended 2-week lead up time. Meaning, any existing jobs that are scheduled to start beyond 2-weeks and all newly scheduled jobs should be entered into Urable. This allows ample time for a smooth transition from your current operating model to Urable. Once making this investment of time and effort, you’ll never look back! For ongoing learning and new employee orientation, we have an extensive library of “function-focused” video tutorials that users can access at their leisure. We also offer Live and pre-recorded webinar sessions to allow users to ask questions and learn from others that currently use Urable.

Urable has robust automated functionality for customer interactions. There are various reminders (all customizable for content and scheduled deployment) that are automatically sent to customers. Short-term reminders are generally text messages to remind a customer of their scheduled appointment to cut down on “no shows”, when their job is completed and then finally asking for a rating/review of the service. Long-term reminders are generally branded emails that alert customers that it’s time for a maintenance visit to ensure whatever service was done (ie; a ceramic coating or wind shield treatment) is still performing properly.

For sales acquisition activities, Urable has a CRM built in that logs all interactions and sends follow-up notifications to your salespeople alerting them to reach back out to a specific customer to continue a sales dialogue.

Urable also builds an entire history of services that have been performed for existing customers and the items they were performed on. This is searchable, so if a customer reaches out and asks what was done on their Corvette 5-years ago, it is accessible in Urable within seconds.