Every tradesperson, at some point in their career, has spent too long on admin tasks such as invoicing. It’s an important task to complete in order to get business and can come with challenges such as delays in payments and heaps of paperwork, but Workever’s job invoicing software is a digital solution for anyone working in a service business.
What is Job Invoicing Software?
Job invoicing software was created with tradespeople in mind, as it’s a digital tool that makes creating, sending and managing invoices much easier. Gone are the days where you had to track piles and piles of paper invoices. With our invoicing software, it replaces the manual methods you may be used to and helps reduce errors while saving time.
With mobile and web access, you’ll no longer have to wait to get back to the office to create your quote or invoice; instead, you can do it while you’re standing in your customers’ homes. This can help improve the experience for your customers but also speed up the process of receiving payment for the work you’ve completed.
How Job Invoicing Software Works
Now you may be thinking that with it being online, job invoicing software is going to be difficult for you to use, but you’d be wrong. Our software has been designed to make it easy for you from start to finish.
First of all, you need to create a quote. Our system will allow you to create a branded quote and include things such as a description, how long the quote is valid for, any relevant attachments and how long the job will take. You’ll then be able to send this directly to your customer’s email address or upload it to the customer portal. If your customer is happy to go ahead with the quote, you’ll then be able to convert it into a job by simply clicking the button ‘convert to job’. Then, once you’ve carried out the work, you can send the customer an invoice.
With it all being done digitally, you can do this while you’re still with the customer and even use the system to get a digital signature and receive payment quickly and efficiently. Even if the customer doesn’t pay you immediately for the work you’ve completed, our invoicing software will send automatic payment alerts so you don’t have to, allowing you to spend your valuable time more wisely.
Why Tradespeople Should Use Job Invoicing Software
Reduces Admin Tasks
As a tradesperson, you want to reduce the amount of time you spend on admin tasks. In the past, when you’re having to complete these tasks, you’re wasting time when you could be implementing your true skill and gaining more business. This is what Workever’s job invoicing software allows you to do, as being digital and user-friendly, it saves so much valuable time.
Improve Cash Flow
Every business owner wants improved cash flow. Using job invoicing software can help you achieve that. It makes it easy to track payments and automatic reminders that have been sent to customers to make payments. Our software can help prevent you from prolonged periods without being paid for the work you’ve completed.
Improved Customer Experience
Customers understandably tend to have many questions regarding the next process. When will they receive their quote? When will the work be carried out? What do they need to do next? With mobile access, you can create a quote or invoice for them in the moment. This prevents you from having to wait until you get back to the office and improves the experience for the customer. They’ll no longer have to wait for a quote to come through, which used to take several hours or days.
Gain More Business
Using our quick and efficient digital tool could mean you gain more business, all because you quote customers while standing in their house, helping you secure work there and then. Gone are the days when customers wait hours or days to receive their quote, which can also mean receiving quotes from other tradespeople. Instead, you can secure business straightaway. Being a tradesperson who’s efficient in providing customers with everything they need during the moment can prevent them from wanting to shop around.
Billing and Invoice Features
Workever’s job invoicing software comes with many benefits in order to help make your life easier. Below are a few examples of the many features you could benefit from.
Batch Invoices
If you have customers who receive the same services for the same price, then you don’t want to be wasting time sending out individual invoices. Instead, you can be more efficient and use our software, which will allow you to create a batch invoice from a single entry point.
One-Click Job to Invoice
After completing the required work, all that’s left for you to do is click one button. After clicking the ‘one-click job to invoice’ button, the system will automatically send a request to your customer to make payment.
Track Payments
Keeping track of which customers have paid and which ones still owe you money can cause a headache. With our software, you’ll be sent automatic updates on when a customer has made payments and you’ll be able to send out reminders to those who still haven’t.
Workever’s job invoicing software has been designed to make it easy for tradespeople to use for their businesses. You’ll no longer have to manually write out or type up an invoice when you get back to the office. Instead, you can digitally send out a quote from wherever you are at the time and if the customer wants to go ahead with the work, it will only take you a few more clicks to convert the quote into a job and then an invoice. If you’re looking to spend less time on admin tasks and make your business more efficient, sign up to Workever today.
