In the digital era, there’s little reason for home service professionals to cling to outdated business practices. For example, we still encounter a number of plumbers, electricians, and HVAC service pros who use old-fashioned pen and paper to provide estimates and invoices. That tried-and-true methodology obviously works just fine—but is it the best way of doing business?
We’d argue that there are a number of benefits to going paperless—and plenty of tools out there that can make the transition easy.

The Benefits of Going Paperless

You can probably think of some basic perks to the paperless approach. Your business can save on the cost of paper—sometimes a major expense—and it can also effectively “go green.” But even beyond these fundamentals, there are some critical, bottom-line benefits to going paperless:

  • It makes it easier to communicate with your customers. With the right platform, a service tech can email customers their invoice or their estimate before they even leave the job site—and customers, in turn, will have a document they can easily access from their smart device, not having to worry about keeping up with a physical piece of paper. And that’s not all: The presence of a digital invoice or estimate also enables them to call or text you with questions, all at the push of a button.
  • It enhances your invoice capabilities. We’ve said before that, if you want to get paid quickly, it’s best to invoice efficiently. Again, the paperless method allows you to send an electronic invoice before you exit the job site; customers, in turn, can quickly pay with credit or PayPal. You don’t have to use the mailbox for invoicing any more, which means the time it takes to collect payments can be significantly abbreviated. This is great news for your cash flow!
  • It automates Keeping up with projects and customers, adding to your schedule, checking on the payment status of an invoice—all of that’s streamlined by the paperless approach. You can even sync up your paperless invoicing system with your email marketing efforts, allowing you to quickly reach out to past customers and establish new touch points, perhaps encouraging them to sign up for a maintenance agreement or a similar service.

Find the Best Way to Go Paperless

Embracing the digital age can obviously be beneficial—and what’s more, it can be easy, especially when you have the right guidance. At Contractor in Charge, we are trained in a number of leading paperless invoicing and customer management technologies, including the highly-regarded ServiceTitan. We’d love to talk with you more about how you can implement this platform on behalf of your service trade. Contact us today to schedule a consultation!