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What are Some Ways You can Automate Your Business?

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By Edited Apr 22, 2015 0 0

Automating certain aspects of your business can vastly improve efficiency and reduce time spent on various tasks. From QuickBooks scheduling software, to applications that are industry specific, to service software for assured contract fulfillment, almost any business can benefit from some level of automation.

Job Scheduling Software

Scheduling software can help you plan out each day or week in advance, from the times for each appointment, to the route to take between each one. If you have many employees working across a large area, you can easily figure out what jobs to assign each worker and plan out effective routes that will make the day run more smoothly.

Contractor Software

In some industries, service contracts need regular fulfillment. With service scheduling software to help keep track of a customer list and remind you to make appointments on time, you can meet your obligations and keep extending contracts for happy customer. For other scheduled tasks, software streamlines day-to-day processes.

For example, HVAC software can allow technicians in the field to mark a job complete -- and the software will automatically generate an invoice. This cuts down on the need for duplicate copies of paperwork or entries into multiple systems. Electrician software can do the same thing for electricians, and landscaping software can help you plan daily schedules and route effectively.

Ways Software can Automate Your Business

Service software can speed up each day by rendering repetitive data entry obsolete. With innovative solutions for every type of business, software makes scheduling and rescheduling appointments; tracking time spent, expenses and billing; and integrating employee reports simple. With high quality service software, you will be able to:

Ÿ  Ensure accurate time tracking -- with minimal training, your employees will learn how to report time spent on jobs and en route.

Ÿ  Speed up your billing cycle. With easy-to-use virtual forms and the ability to integrate with QuickBooks, you can generate invoices in the field and cut down on lag time.

Ÿ  Eliminate paper printing costs. No need for multiple hard copies, excessive paper and printing costs -- everything can be done virtually and tracked online.

Ÿ  Equipment tracking and history. Knowing what equipment is in use where and when, and whether or not it needs to be cleaned / serviced, can make getting through the week a lot easier.

Ÿ  Inventory tracking and history. The same goes for consumable inventory -- being able to see what supplies are getting low ensures reordering takes place in plenty of time.

Ÿ  Reduce time spent for end-of-day paperwork. No more reconciling employee reports and billing paperwork with work orders and original scheduling requests. When everything is virtual, matching records becomes as easy as clicking the mouse.

Ÿ  Update work orders in the field. If something changes on-site, employees can get authorization and add to work orders with instant and automatic updating of records back at the office. Work orders coming in mid-day can also be easily transmitted and filtered into the day’s workload.

Ÿ  Enable signature capture. No more arguing over what was understood or authorized in the field -- with sig capture, the customer acknowledges that they understand the work being done, and any charges.

Ÿ  Customer reminders and checklists. If a customer calls in and says to ring the bell on the side porch, the work order can be updated instantly -- eliminating the need to track the specific workman down by phone or radio in order to relay the message.

Ÿ  Job and customer notes. After work order completion, if anything needs to be noted, or a customer offers feedback, this can be recorded and tracked for future reference.

Automation of day-to-day and weekly tasks is easy with service scheduling software. Work smart, not hard, and watch your stress level subside, as profits soar.

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