3 Reasons to Simplify Estimating & Invoicing

Due to contactless service and reduced business operations, the field service industry looks a bit different this season. With fewer employees working and more appointments coming in, paperwork can easily pile up in no time. On top of that, long hours of bookkeeping and inventory paperwork are still required at the end of the day. Without proper record and note keeping, this process can lead to mistakes, underscoring the need to simplify estimating and invoicing.

The first step to simplifying your processes? Condense your daily tasks and operations into one cohesive software – also known as a field service software.

Did you know that RazorSync is a top field service software in the industry? Here are just a few things RazorSync can help you with:

  • Invoicing & Estimating
  • QuickBooks Integration
  • Job Status Updates
  • Dispatch Information & GPS Optimal Routing

Because estimating and invoicing has a large impact on revenue, they are two of the most important processes of your business. By simplifying estimating and invoicing, you ensure that your entire team is on the same page, whether they are in the field or behind the desk.

3 Reasons to Simplify Estimating & Invoicing

1. Stay Connected

A lot of work occurs between the time you create an estimate and actually invoice the customer. If your field techs and office team don’t communicate about job requirements and pricing, this not only results in a dissatisfied customer, but can greatly impact your bottom line. By using an all-in-one platform, you give workers the ability to easily view the estimate and job details 24/7, while also being able to send invoices immediately after the job is completed. In this case, you simplify estimating and invoicing to ensure that both the customer and teams involved are well connected.

2. Practice Efficiency

When the job is done, don’t let your field techs carry extra tasks back to the office. Instead, have them record and file estimates and complete payments on-site. With RazorSync’s mobile card payment system, customers can pay for services in-person with a valid credit card.

3. Save time & money

Now more than ever, it’s important for small businesses to save money when possible. When you simplify estimating and invoicing with a field service software like RazorSync, you’re able to automate otherwise manual processes. Instead of handing off paperwork to your office team, RazorSync’s software is automatically updated and syncs across devices. This means less time spent at a desk and more time in your day, saving you time, money and more job opportunities.

Real service. Real Simple. RazorSync. To learn more about our services, contact us today!

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