Guest Post by Christopher Haymon.
Apps and other types of software can help your general contracting business grow. Apps that cover many industries and help you with the necessary tasks needed to run your business are available. You don’t have to accomplish everything without help. Sheldon Bookkeeping shares the following tips.
Client Management
Apps and software can help you effectively manage your clientele, including customizing each client’s experience with impressive features:
- Online booking. Receive alerts when someone schedules an appointment through your website and Facebook page.
- Job documents. Create customized checklists, then share them with customers.
- Client dashboard. Allows customers to verify appointment details, pay invoices with a card, book more tasks, and approve provided job estimates.
- Client communication. Send customers automated notifications regarding jobs, keeping them informed about their project’s progress.
- Contact details. Keep track of your customers’ names, addresses, email, phone numbers, and preferred contact methods.
Operations Management
Overseeing your daily business operations can seem overwhelming; you need to track your time and expenses, find the quickest routes, and more. Here are some features to look for in apps and software to help manage your operations.
- Invoicing and follow-ups. Sending customers invoices and following up leads to a professional relationship.
- Jobs and notes. Adding notes and attachments to jobs in real-time keeps your team organized and ensures the customer remains satisfied with the level of service provided.
- GPS tracking. Better visualize where clients are located in relation to you or the nearest team member.
- Synching with accounting software. Upload job cost and payment details to your favorite accounting software to save time so that you can focus on other business details.
- Time and expense tracking. Keeping up to date on the length of time spent on various projects and managing expenses and overhead costs helps your business save money.
- Chemical tracking. Tracking all chemicals or pesticides used on the job and storing the data abide by local regulations and shield your business from any fallout from doing otherwise.
Business Management
Apps and software help manage other aspects of your business, including automating marketing and field tasks. Your business can process credit payments and finance customers through your app or platform. Business management apps include essential features, such as customizable email campaigns to keep your clients informed of your plans, even if they haven’t booked a job with you recently. You can add your company’s branding and work details, from on-site job photos to professional templates to personalize client quotes. Apps with multiple built-in reports help better manage costs and outstanding invoices.
Project management software is valuable for remaining focused on deadlines, tasks, and other projects. All tasks and due dates are fully visible, plus enabling automatic email reminders for yourself keeps you motivated to complete any deadlines.
Invoicing
Invoicing software is a solution that provides many benefits to your business and customer base. In the general contracting business, reliability and efficiency are essential for success. Having a system in place to automate invoice generation, ensure accuracy, store customer information securely, and manage multiple clients at once can help streamline processes so you can spend more time on growing your business. For example, if you’re an HVAC contractor, consider this option to free up your resources to take on more projects or even expand operations without adding extra labor costs.
Final Words
Whether you’re investing in project management or invoicing software, advances in technology can boost your business. For all your payroll, bookkeeping, and tax needs, trust the experts at Sheldon Bookkeeping.
