Running a trade business in today’s competitive environment can be challenging but fortunately, an array of cloud-based software solutions are now on the market. It means there are many handy apps available to make your accounting, project management and administrative tasks more streamlined and efficient. Here are some popular apps that can help you simplify your back-end tasks and give you more valuable time to focus on your customers’ needs.
Getting paid by your customers is important–but having to chase up late payments can be time consuming and a bit awkward. Debtor Daddy is an receivables app that automatically tracks down unpaid invoices from customers . It will whittle down your outstanding invoices, while making sure your cash flow isn’t at risk.
One of the most established electronic payment platforms for small businesses, Paypal can be used when paying any business expenses. A business Paypal account means you can also create customised professional invoices to suit your brand.
These days, many customers are happy to pay for trade services online. As a tradie, you can integrate Paypal to your website and accept payments immediately. Paypal also offers a new ‘tap and go’ cashless mobile payment card reader, which lets you process payments onsite.
Suitable for builders managing multiple staff, ServiceM8 offers a cloud-based solution that helps you locate staff in real time, manage and dispatch urgent jobs, plus communicate with staff and clients without disruptive phone calls. The fully integrated system also offers a easy to use CRM system along with built in scheduling reminders, email and SMS capabilities.
This relatively new service allows you to do everything from customer relationship management (CRM) to invoicing, scheduling and team management. You can schedule quotes, process invoices and manage payments. At the same time, you can increase your team’s efficiency by managing their client information, tracking their projects and even observing images of their completed on-the-job tasks.
The automated functions of the CRM side of Jobber allows you to keep track of your customer insights more closely and gives you scheduled reminders to keep you on top of your tasks.
This enterprise-grade software office solution is designed for businesses managing complex project and maintenance jobs. You can estimate maintenance and project costs, manage stock and invoices, process payments and schedule staff all in one place. Being cloud-based, you can schedule and manage projects on the go, while enjoying full visibility of your business workflow.
Designed with efficiency and speed in mind, MinuteDock lets you keep track of employee time, configure individual employee fees and personalise targets to best manage your staff. The great thing about the app is that you can watch and share your budgets and targets in real time with your team, offering a transparent way for your staff to be more closely involved with your overall business and project goals.
Sync and streamline
If you’re in a trade profession, chances are you’re always out and about and don’t have too much time for paperwork. All these apps sync seamlessly with QuickBooks Online, so you can have a more centralised, holistic view of your accounting, invoicing and staff management while being more efficient on the go.