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4 Benefits of Invoicing Software for HVAC, Plumbers, Electricians and More

Invoicing Software

Whether you work in HVAC, plumbing, electrical, or do general construction work, you have to juggle many tasks. Too many contracting companies still rely on pen and paper in the field and struggle to scale up as a result. With digital invoicing software, you can make your contracting business much more efficient. Here are some benefits to consider.

4 Benefits of Invoicing Software for Plumbers, HVAC, Electricians, and Other Contractors

1. Simplify Work Order Tracking

Work orders are just the beginning of your relationship with a client. Of course, what actually happens on the job site can be different from what was ordered. With a flexible system, you can make adjustments on the fly and see how each project has evolved. Using this information, you might be able to anticipate clients’ needs or look for opportunities to upsell.

When jobs are managed through an online platform, you get more control over every step of the process. You’ll have accurate information about the materials used in a given job, how that’s impacted your inventory, and more importantly: You’ll get the job done faster. You can turn those work orders into accurate invoices in seconds.

2. Speed Up Dispatching

How much time do you spend on the phone talking to your workers to determine who can go to a job? For most contractors, this is always a complex task. You have to figure out who is available, explain the whole job, and then make sure they know where to go. Then you need to make sure logistics are in place so they can actually get to work when they arrive.

All of this can be automated. Your workers can access your system from anywhere and provide their availability. Then, when you assign them to a job, they’ll get all the details they need from your digitized work orders. You’ll automatically get materials lists as well. Now you don’t even have to make a phone call. Just assign an available worker to the job, and the rest is done for you!

3. Automate Billing and Collection

Getting paid is always a hassle. Checks can bounce and you have to get them in person. Bank transfers are an option, but they can be hard to keep track of. Credit cards make things easy, but many charge exorbitant rates. Online management eliminates all of those obstacles. You can bill your clients accurately and collect payments with credit cards at a low rate of just 2.75%.

Your technicians can use point-of-sale devices to collect payments and access the platform using their mobile devices to make sure the bill is up to date. Collecting payments has never been easier. Invoicing software for HVAC, plumbers, electricians and general contractors keeps business moving.

4. Give Your Customers Top Quality Service

It’s easy to miss things when you have lots of clients and too little time. Fortunately, with customer history management tools, you can do much more than simply see who owes you money. You’ll be able to track a client’s entire history with your business, and even find opportunities to upsell.

You can get all of these features and a whole lot more with a complete digital business management solution. An online system digitizes your business and will help you operate faster, which means more sales and fewer headaches.


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