CiO integrates with IME

Increasingly, home improvement retailers are using IME to distribute work to home services contractors. 

CiO field service management software makes it easy for you to schedule, manage, and track your IME projects along with your other work, no matter where it’s sourced.

Automatically download sales leads from IME into your own CiO system, where you’ll schedule and track quotes and installs, manage all paperwork, and more.

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GET MORE DONE WITH IME AND CiO

With CiO, you’ll save time and resources by maximizing automation and minimizing manual data entry. Here’s a list of what you can do with IME and CiO. And we’re always listening to your ideas for new features and functionality, so if you find that something is missing, just let us know! We’re in this together.

  • Automatically import IME leads 
  • See current IME status, details, and estimator within CiO
  • Assign an estimator to IME 
  • Schedule/reschedule estimates 
  • Schedule/update install dates 
  • Hot link to open the IME job from CiO
  • Pass job notes/attachments to IME 
  • Get special visibility in CiO of new lead notes added in IME 
  • Complete work orders 
  • Cancel a work order before or after the sale

GETTING STARTED WITH CIO

Step 1 - Collaborative Discovery Meeting. We're going to learn how your business runs and then customize your CiO account to meet your needs.
Step 2 - Load Your Work. Auto-import work from your big box partners: Lowe's, Home Depot, Costco, or other. In addition to your big box work, our support team can also help bring in your own work and historical projects. All work in one place.
Step 3 - Team Training. We can train your trainer or train your office and field team directly. Whatever you need.
Step 4 - Go-live Support. We'll help ensure a smooth transition, and our live support agents are on standby via phone or online chat to ensure your continued success.

Ready to take your business to the next level? Sign up for your CiO account, and we’ll get to work. 

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A Day in the Life with CiO

Learn how CiO makes life easier for your field techs, office staff, accountants, customers, and owners/executives. Check out our “day in the life” series.

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LOWE'S INSTALLER STORIES

Premier Services uses CiO to manage installations for 110 Lowe’s stores

Read about Premier’s experience using CiO to manage 4,200 Lowe’s projects per month. 

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Lowe’s PROvider manages work from 62 stores with CiO

Edwards Xteriors began with Lowe’s in 2002. Now 95% of business comes from Lowe’s. Find out how they do it.

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Exteriors contractor weathers Lowe’s changes with Cilio CiO

Find out how CLP Home Renovations was able to thrive amid Lowe’s consolidation of installer networks.

Read more

Let us show you! 

Ready to see how CiO can help your business? Schedule a demo to see it in action. 

Request a Demo