If you build, fix, clean or repair things, this is for you.
You know it’s the right thing to do. You’ve got to catch up on your book keeping, inventory, record keeping, invoicing, payroll and scheduling. But those things take time and you’ve got more important things to do, like going to jobs and making money. But the administrative side is important too. You certainly know there is much more to running the business right besides building, fixing, cleaning or repairing things.
You’ll get around to it eventually, right?
Maybe your business consists of you and a small number of technicians. Or, maybe it’s just you. Either way, nobody can blame you for wanting to keep the paperwork chores to a minimum. At the same time, it has to be done right, and maybe you can’t hire people to do this work for you.
Do it right and your life becomes much easier.
You can make your business hum with efficiency and professionalism for far less expense and effort than you think. You CAN go to jobs, generate income, and automate the administrative tasks. Better yet, there is a staff of professionals behind that automation.
- Fast start
- Clean, simple user experience
- Easy automation of administrative tasks
- Getting timely support
- Add-ons can get expensive
Showing is better than telling, so let’s take a look.
Your Profile Page
Set up the part of your business that faces your customers. It is a rather simple data entry task. Of course, good branding in the form of a website helps and can be showcased to customers here.
Naturally, you would set up your banking in advance. If you normally take cash only but are considering accepting credit or debit cards, you can get your own merchant processing or use Housecall Pro’s provider. Housecall Pro partners with Stripe. Expect rates of 2.59% in the field with the card present (get a swipe device). If you use Quickbooks , auto-reconciliation of transactions is available. Invoicing is also available for 2.99%. There are many payment options available, varying in cost and timeliness of you receiving payments. For more details about options available to you, request a call or a demo here .
Invoicing is simple. Simply enter the customer data in advance, then enter the amount due you, and send.
Your dashboard is a simple display showing information such as your schedule for the day, upcoming jobs, estimates, and invoices currently out. There are other options you can select for display.
This is a display of customers. Simply check one and schedule jobs, send invoices, estimates, or research your past jobs with them.
We like Housecall Pro. There are other features too numerous to mention, such as “on my way” text messages to customers. For greater detail, we highly recommend scheduling a demo . We are pleased, and are certain you will be too, by the ease and simplicity. The prices aren’t the lowest, but the product quality offers superior value. The value is found in the time, money and hassle saved through book keeping, inventory, scheduling and other back office tasks that are suddenly streamlined, manageable, and even fun.
Now build an even greater business!
Finally, we would be remiss if we didn’t let you know that the benefits of reading OneClickAdvisor don’t end with this article. We are organized to help you with all challenges of starting and running your business.
Marketing, because it brings in the customers. Start or continue that plan here.
Operations, because it keeps your customers. Start or continue that plan here.
Finance, because it is the scoreboard. Change the “score” and explore financing here.
If you build, fix, clean or repair things, help is available to build a great business.