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.
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.
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.
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.