All works get completed easily and in the least time when things work well together. Similarly, for service businesses, the same is true of the equipment that people use to run their businesses while managing their daily operations. They need to work together just like the ice cream and pie.
For mobile service businesses such as window washing, junk removal, or plumbing, the Field Service Software serves as the center for their operations. The Field Service Software helps businesses manage their schedules of the fleets and the jobs. Also having correct integrations with the software allows the businesses to get more out of the tool. The following are some options that you can use to supercharge your software.
By providing your customers with the ability to book online, you can take some load out of booking jobs. Due to the synchronization of online booking engine with your availability and schedule, customers can book and confirm an appointment with a single click. What you need is an online form integrated into your Field Service Management Software.
Synchronize Quotes, Invoices, and Sales Receipts
Though your work orders and scheduled jobs originate within your Field Service Management Software, you can also sync this information with your accounting application. You can easily sync your invoices, sales record, and even quotes with QuickBooks desktop or online versions.
With your whole fleet of Vans and trucks moving hither and thither, driving time is an important factor. And not only time but also the speed and skills of your fleet is important for the success of your business.
Maybe some of your crew specializes in a certain type of job and some crew accomplishes more jobs than others. Building all these allowances into router optimization utilizing a tool such as Routific saves you both time and money.
Online Payment and Invoices through Email
Not only you can sync your invoice with QuickBooks but can also send it to your customer along with a payment link at once. Even with the help of a smartphone, it’s easy to email invoices to the customers. Once a technician on the field schedules the job on a smartphone, immediately an invoice is emailed to the client. And sometimes customers get paid before even they leave the field site.
Invoices and Payments in Harmony
Payments and their respective links can get attached to the accounting tools, once you receive any payments. So, you don’t have to spend hours finding for an invoice merely to record any payments. Your field service management software works as a data entry point and the hub with the important transactions being stored in QuickBooks.
Apart from integrating other tools of business with your Field Service software, you can also keep other metrics. Once you have utilized all the features above, then take a measure of your business stats and analyze them to find out where you are lacking.
If any issues in field service management software contact quickbooks 24 7 support phone number