Gate Safe Hub
Keeping Records
Installers are busy people. Paperwork seems like the last thing on the to-do list. We all want to do the best job, and keeping our gate safety records up to date is essential. Gate Safe have an exclusive arrangement with GateTracker, the essential CRM and safety documentation management platform for gate installers.
Simple User Interface:
Diary: Personalised diary for each user, automatically pulling all tasks and jobs into one place
Sales: Add, create and update customers from enquiry to install. Quotes, site visits, contact information, correspondence. Monitor business activity, sales trends, sales team activity. Follow customers from enquiry, survey, sale, install and aftercare. Quickly access Technical files and history records for all installation
Plans & Issues: Manage all reactive call outs and billing as well as all scheduled service plans in one place. See your retained income grow and ensure, staff time maximised and improved customer experience
Map: Graphical snap shot of all installs, repairs, services, surveys and after sales visits linked with any upcoming works.
Reports: Monitor company performance by generating reports detailing sales statistics, enquiry sources and customer profiles. The reports are fully editable allowing you to select a desired period of time or the whole calendar year.
What is GateTracker?
A CRM (Customer Relationship Management) online platform, specifically designed by gate installers for gate installers. GateTracker is designed to streamline your business and provide an elevated level of service to your clients.
- Focus on building your business and delivering profit – rather than being ruled by paperwork
- Effectively and legally manage gate and barrier installations, from initial enquiry to completed jobs
- Schedule, manage and record maintenance visits and emergency call outs
- Quickly generate and store essential risk assessments/photographic evidence for all installations and visits
- Automatically generate the required technical file to ensure compliance with the EU Machinery Directive
- Detailed, customisable business and sales reports
- Multiple level staff access
- Secure, dual located data back up and 2FA login security
- Billing records and reminders.
Why do you need GateTracker?
GateTracker seamlessly manages the whole business workflow to keep you on track with ‘ticking all of the boxes’. Delivering a compliant electric gate is taken care off by automatically producing the required risk assessments, UKICA/CE declaration and customer handover pack. It also streamlines the administration for installations / maintenance by creating one handy ‘digital resource’ uniquely designed to accommodate all the legal needs of electric gate and barrier installations.
GateTracker will schedule your installations, manage your customers, diarise you and your team’s time and will provide the necessary reminders to make certain you have everything covered to comply with the Supply of Machinery (Safety) Regulations 2008.
Managing your customers from the enquiry stage right through to completed installation is now a streamlined journey. And its ability to manage customer aftercare allow any installation to maximise its aftercare and service income with ease. The Service module automatically schedules maintenance visits, sets service and renewal reminders, coordinates when a call out can include a service to maximise use of your staff.
IOSH (Institution of Occupational Safety and Health) risk assessments are embedded and allows the technical file for every installation to be generated in minutes.
Costs
GateTracker is priced from £95 + VAT per month.
Exclusive 50% off for Gate Safe Members, save £570 per annum with your membership.
Quote GS2025 when ordering.
