Contractor Corner

What plumbing software should you use? Your plumbing business is doing well, but you’re feeling out of control. It’s hard to keep on top of all of the things you need to; scheduling, new business, bookkeeping and where your business is, financially. Upgrading your software would be a great idea. Let’s look at some options.

Jobber

There are a ton of software programs out there to help with plumbing businesses. One of them is Jobber. Jobber includes a CRM that will help with client retention and new clients, invoicing that allows QuickBooks sync, e-payments and easy tracking of receivables, scheduling as easy as drag and drop into a calendar and team management to track jobs, tasks, assignments and use GPS to know exactly where your teams are and when.

Evernote

One way to go is Evernote. Evernote is an online service that ranges from free to from $2.99 per month to $5.99 a month for unlimited service. Basically, you can set Evernote up how it works best for you. It’s set up in notebooks with notes in each book. Whether each notebook is for each client, or each notebook is for each service tech, it gives you flexibility in how to use it. The best part is that it works across platforms so your techs can access notes via their smartphones or tablets, whether iPhone, Android or Windows. Archiving old records is easy and plans vary on your needs.

Microsoft programs

Another idea is using Microsoft programs. Buying an Enterprise license will give you access to Microsoft programs, Word, Excel, Powerpoint, OneDrive and more. OneDrive can be used to access your folders and documents anywhere at anytime. Like Evernote, you can set up these folders and documents in whatever configuration you need using whatever programs you need. Techs can check in and update documents on the go on their smartphones or tablets as well.

Accounting and bookkeeping

For your accounting and bookkeeping needs, using QuickBooks is a great program for almost any size business. QuickBooks can be used to handle simple bookkeeping to payroll and more. While it can’t be used for scheduling and dispatching, it can be used in conjunction with Microsoft programs or Evernote.

Find out what works for you and use it.

If you need some help, give Contractor In Charge, 813-438-3666 Nationwide.

Plumbing Software Every Plumber Needs | What plumbing software should you use? Your plumbing business is doing well, but you're feeling out of control. It's hard to keep on top of all of the things you need to; scheduling, new business, bookkeeping and where your business is, financially. Upgrading your software would be a great idea. Let’s look at some options.

You started your contracting business to improve your life. Now you find that your business IS your life. Instead of enjoying your success and spending all your time with your friends and family, you’re spending all your time playing phone tag, scheduling service calls, handling the bills and money and chasing people for meetings. Not what you pictured, is it? There is a better way: operate your contracting business like a business.

Hours of operation

Think about some of your favorite businesses. Do they operate 24/7? Of course not. They have definite hours of operation, whether it’s a store, your doctor or CPA. Why is your business different? You shouldn’t be spending off hours running around like a chicken with its head cut off. Limit your business phone calls to set hours. 8 or 9 am to no later than 7pm is a good guideline. Customers will realize that you need to have a life too. They don’t expect to be able to get a call back from their dentist or banker at all hours of the night.

Billing and bookkeeping services

Did you picture yourself pouring over financial paperwork for hours on end when you thought about starting your business? Probably not. So why not farm that out as well? Doctors have billing and bookkeeping services so they can spend their time with patients.

Scheduling service and phone calls

How do you want to spend your day, doing paperwork or spending time on your open job sites? What about those return calls to those who have contacted you to do a job for them? Wouldn’t it be fantastic to have someone who is able to answer their questions intelligently, handle the call and schedule the appointments for you? Wouldn’t that leave you more time to handle the sales calls or work the actual jobs? And then there’s the marketing and prospecting. The jobs won’t always come to you, so who will help with that?

Don’t let your business run your life. Instead, run your business so you can have a life!

How Outsourcing Your Dispatch Scheduling Can Help Your Contracting Business

Do you feel like you spend more time scheduling service visits rather than going on them? Not what you pictured when you started your business, is it? Well, having a dispatch scheduling service may be the answer to your dilemma.

If you and your technicians are spending more time in the office answering phones, ordering parts or doing other “office duties” than spending time on actual service calls, then you need help. Hiring someone to do the phones and other office duties may mean you need to be in the office supervising instead of out working.

The answer? Outsourcing your dispatch scheduling. Dispatch scheduling services like Contractor In Charge will provide someone off site who can handle the phones, schedule appointments and service calls, or contact your technicians for dispatch.

The best part of a dispatch scheduling service is that you are free to do what you do best, represent and sell your services. What’s even better is in times of high demand, you won’t have one person in the office trying to handle multiple calls. Instead, you’ll have multiple people handling your calls and getting your customers the help they need.

Then there’s the tax and payroll savings. No wages, no payroll taxes, no vacation time, no health insurance, no expensive benefits.

Your business, the reason you went into it, is what you want to be working, not your “office duties.” Find someone to handle that for you so you can do what you love.

Looking for a great dispatch scheduling service? Give us a call today to find out how we can help get this off of your plate! (813) 438.3666 Nationwide

How Outsourcing Your Dispatch Scheduling Can Help Your Contracting Business | Do you feel like you spend more time scheduling service visits rather than going on them? Not what you pictured when you started your business, is it? Well, having a dispatch scheduling service may be the answer to your dilemma.

Bookkeeping For Air Conditioning Companies - 6 Quickbooks Tips To Make Your Life Easier
You got your air conditioning business up and running but are finding that tracking your income and expenses in a simple spreadsheet. Time for some better bookkeeping. Time for Quickbooks. It’s not as hard to use as you think and here are some great tips to make it easier.

1. First, learn some quick keyboard shortcuts:

Ctrl-I Create invoice
Ctrl-E Edit transaction selected in register
Ctrl-F Find transaction
Ctrl-J Open Customer Center
Ctrl-M Memorize transaction or report
Ctrl-N New invoice, bill, check, or list item in context
Ctrl-Q QuickReport on transaction or list item
Ctrl-T Open memorized transaction list
Ctrl-W Write new check
Ctrl (while opening) Start QuickBooks without a company file

2. Use The Quickbooks Setup Wizard and Clean It Up

Next, use the setup wizard to make using the program the best way for your company. After that, go into Preferences to clean it all up. There you can change things like default activities, one or multi window view, default annual interest rate, allow creating estimates, payroll and sales tax. There is a lot more you can add or remove to make it work perfectly for you.

3. Learn Right Click Menus

QuickBooks has a lot of right-click menus for easy access to items you need. Once set up, try it and see what shows up. For instance, in the Chart of Accounts, you can edit or delete an account, custom the columns, transfer funds, or get a QuickReport.

4. Your Chart of Accounts

That Chart of Accounts may end up having a lot extras you may not need. QuickBooks assigns income, expense and other accounts automatically, but that may include things you don’t need. Use the right-click to customize. Be careful about how you assign account types. It is critical in keeping your books accurate.

5. Use Your Classes

Be sure to turn on Classes in Preferences. It will help you better track profit and loss. Classes are how you categorizing elements of your business. When you enter a transaction, a Class drop-down box will appear; you can create your own Class, such as Marketing, or Advertising, or Parts or Systems. Then you’ll be able to run a Profit & Loss by Class report.

6. Back It Up!

Did you know that you can back QuickBooks up to the cloud or a removable data storage device? Choose either one in setup.

If you are excited about doing your Quickbooks great…if you would rather have someone else help with this, check out our Quickbooks for Contractors service!

Bookkeeping For Air Conditioning Companies – 6 Quickbooks Tips To Make Your Life Easier - Time for some better bookkeeping. Time for Quickbooks. It’s not as hard to use as you think and here are some great tips to make it easier.

The New Standard of a Virtual Answering Service For Your Contracting Business

Your contracting business is up and off the ground, but you’re working hard on projects and keep missing calls from clients and prospective clients. You could hire someone but that has it’s own set of issues. So what should you do? Hire a virtual answering service.

In the old days a virtual answering service was merely a take name, phone number and text you that info. Google voice can do that now you don’t have to pay if that is all you want.

The New “Answering Service”

We are so pleased that those days of taking messages and sending texts are gone. Now an “answering service” looks more like full blown customer. Services including call handling, scheduling on your software, dispatching and interacting with your technicians.

Benefits of Getting Outside Help

The first benefit from hiring an outside service is it keeps your costs down. Hiring an administrative assistant to work for you means paying a salary, payroll taxes, health insurance and other benefits that will eat into your fledgling business.

Hiring an outside service means that you aren’t responsible for those overhead costs.

These services also make you look much more professional. The person answering your phone is friendly, knowledgeable and helpful. He or she makes your business look not only professional, but well-established and large enough to handle anything they need… even if you are only a one man shop.

Have you ever gotten annoyed or frustrated with a business because you can’t get a real person on the phone? Voicemail is always helpful, but interacting with a person can make a business seem much more responsive to your clients. The best part is that even if you’re away on vacation, on business or on a job site, you have a person answering your phones.

When looking for a virtual answering service, ask whether they specialize in particular types of businesses. Many do and hiring one that specializes in contracting will mean those answering your phones are even more helpful.

So don’t stress about making sure your phones are covered. Hire a virtual answering service, like Contractor In Charge, today!

Call (813) 438-3666 Nationwide

The New Standard Of A Virtual Answering Service For Your Contracting Business | In the old days a virtual answering service was merely a take name, phone number and text you that info. Google voice can do that now you don't have to pay if that is all you want.

Here’s Why You Need to Outsource Your Contractor Payroll

There aren’t enough hours in the day to successfully execute every aspect of business personally. If you’re struggling to make payroll each pay period, you’re missing out on valuable time you could be spending growing your business. Balancing all the internal operations of a business can be tricky, especially when it comes to payroll.

As your business grows, so will its payroll demands. The increasing payroll duties often lead business owners to seek other alternatives, like outsourcing. Typically, when an aspect of a business is outsourced, results aren’t always ideal. However, payroll outsourcing seems to be in a category all its own, and businesses that outsource their payroll department have a lot of benefits at their disposal.

In-House Payroll Wastes Time and Money

A recent survey by the National Small Business Association (NSBA) found that about 40% of small businesses outsource their payroll department. The majority of those that did spent $500 or less a month on outsourcing services. That amount sounds steep at first, but let’s look at the amount of time they save. Enterprises that didn’t outsource payroll claimed to have spent six hours or more per month handling their own payroll. That’s about two work weeks per year just doing payroll! Furthermore, at an average cost of $36 per internal payroll employee, that’s more than $2,500 a year. Instead of spending that much money and dedicating that much time to internal payroll, it’s easy to see why many companies choose to outsource.

Payroll Duties Are Complex

Payroll is complicated. Aside from actually cutting the checks and handing them to your employees, there’s much, much more that goes on behind the scenes. Typically, when payroll is outsourced, the complicated tasks go along with it, like 401(K) management, employee benefits, federal and state tax considerations. No wonder companies with internal payroll spend nearly two weeks per year working on payroll!

And Internal Payroll Is Prone to Mistakes

More importantly, outsourcing actually increases compliancy and accuracy with payroll-related laws. Tax laws and codes change frequently, and many small business owners simply don’t have the time to keep up. In fact, Inc. suggests roughly one out of three business owners have been penalized by the IRS for a payroll mistake. Outsourced payroll greatly decreases this statistic. Payroll companies are typically experts in tax laws. Many offer some sort of financial liability protection as well, meaning you’re safe even if there’s a payroll error.

Is It Time to Outsource?

Outsourcing your payroll department can save you a significant amount of time and money in the long run – as well as the headache of accounting mistakes. But how do you know when it’s the right time to outsource? If your payroll needs change frequently, for example, or your employees work different hours every week or in different states, it may be time to consider outsourcing. Additionally, if your business is growing and you just don’t have the time to deal with complicated payroll tasks, outsourcing can recover the time you’ve lost.

Outsourced payroll services like Contractor in Charge can give you the time you need to focus on growing your business. Find out how to put your company “In Charge” – schedule a call with us to get a free quote!

Sources:

https://new-talent-times.softwareadvice.com/where-should-payroll-live-0613/
https://www.entrepreneur.com/article/47340
https://www.forbes.com/sites/stephendunn/2011/08/16/tips-for-payroll-outsourcing/
https://www.inc.com/guides/2010/05/choosing-a-payroll-service.html