Top ways job management software helps customers pay on time Tips to help your clients improve cash flow
@simprosoftware
Toni Duncan, Partner Manager New Zealand, simPRO With 5 years experience in the finance industry, Toni recently joined simPRO as a Partner Manager in New Zealand making the exciting leap into the SaaS world. Toni works with local accounting firms, bookkeepers, business and technology consultants, wholesalers and fellow SaaSbased software platforms to champion simPRO as a solution for their trade and field service clients.
Are your field service clients chasing down unpaid invoices right up until the final hour? Discover how your clients can better manage invoicing and payment processes and keep cash flowing.
T
he tedious task of tracking down field staff to check when, where, and what work they’ve completed, including hours worked and materials used, is undoubtedly causing a nightmare for your clients. Not to mention the wasted time spent manually comparing schedules to hours worked. This isn’t only an inefficient invoice management process, it’s a pesky and downright stressful task for everyone involved. In times like these, post COVID, businesses are working towards getting back to normal as restrictions begin to ease. Keeping cash flowing will help to keep their business ticking over and prosper in the future. As their trusted accounting advisor, you’ll be their reminder of this and have a unique opportunity to offer additional tools to support them. So how can you help your field service clients streamline their invoice payment process and avoid missing money? By recommending systems that can remove the manual processes in their existing invoice management
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workflows. Let’s take a look at the top ways your clients can use job management software to streamline their invoice payment process and get customers to pay on time.
streamlined invoice payment process enabling customers to quickly and easily pay for work as soon as it’s complete. As a result, your clients can avoid the lastminute scramble to get customers to pay.
Single database for Contacts Job management software like simPRO, provides a single location to store all customer information so your clients can stop wasting time trying to track down customer information for invoicing from multiple places and people in their business. A single database centralises all customer information. It keeps it organised and up-to-date so that invoices and payment reminders go to the right customer at the right time. Job management software not only houses all important customer information but can even automate sending customer invoices based on event triggers, such as field staff completing a job. This saves your clients time and helps them to provide a more
simPRO makes managing contact information in a single database even easier with duplicate contact reports and an option to merge contacts manually. Both features help remove duplicate contacts and keep contact databases clean, so that customer invoicing remains accurate and accessible by any member of your client’s team. Collect payments quickly and easily in the field Remote mobile apps allow field staff to make real-time updates to job progress and contact information right from the field. With the simPRO Mobile app it also enables them to issue an invoice and take payment from the field via Square integration capabilities. The Square Payments
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