It’s no secret that the electrician business is tough. You have to oversee all your office work and keep track of what’s going on with each client you’re working with. You’re up against a lot of competition, which means you have to market yourself well. If you’re looking for an easier way to run your business in one place, then it might be time for you to consider using business management software. What is business management software? This type of software has the ability to help you do everything from managing certificates and organising schedule . . . to simplifying payment process and getting more projects. By going digital, you not only save time and money but also provide an organised workspace for your team members.
Read on to have a better overview of the reasons why you need to use this type of software.
Manage your documents and certificates in one place
Dealing with the safety of your workplace is a top priority for electricians. But keeping all their health and safety documentation as well as certificates in one place can be a struggle. With the help of an online document management feature, you can manage all your H&S reporting, contracts, and certificates in one place. This makes them accessible when needed as attachments when communicating with clients. All your important records can be stored together on a cloud-based server that works with any device or platform. This means that your certificates are always up to date, allowing you to access your files whenever you need them.
2. Save more time by eliminating paperwork
Managing your team members can be time-consuming. With business management software, you can reduce the amount of paperwork you need to do your tasks. The result is a more productive workplace and less clutter. Its intuitive interface ensures that it works on any platform or device. This makes the process of preparing quotations and invoices simpler. Instead of manually creating invoices every time a job is completed, you can set up your own templates to generate an invoice each time a client places a job order.
3. Organise your scheduling with ease
With the right business management software platform, electricians can get more by improving their daily workflow. As an essential tool for the busy electrician, using a software allows you to divide work among your team. You also ensure that deadlines are met without having to rely on memory or paperwork. By monitoring your job schedule, you can focus on areas that need improvement as well as allow your team members to track progress in real-time. Managing tasks within a single dashboard even becomes better by using a job and team calendar management feature, so nothing gets missed by your team.
4. Simplify payment processing
As the backbone of any business, improving your cash flow becomes your number one priority. This is where you can maximize the benefits of using all-in-one business software, which has been designed to give you the necessary tools so that your business never falls behind. With a payment solution feature, you can simplify the process of payment and spend less time chasing it and more time on client service. How does this happen? When payment is processed through a secure payment gateway, it asks clients to settle their payment much more quickly.
5. Track your emails and keep them out of spam
Being able to email your quotes saves an great amount of time. But so often, we forget that our emails can actually land in spam folders or worse, not being received at all. What’s good about business management software is that you can set it up that all emails leaving your mail server land in your clients’ inboxes. You can also track emails to know exactly when the client has seen your quote. This means no more back and forth emails. An e-mail setup feature ensures that there will be no more lost opportunities and allows for faster replies from clients.
6. Be guided by live product pricing
If you are an electrician who works on short notice without the materials you need on hand for your job, it’s important to know how much things really cost before you buy them. With a live product pricing feature, you can select the best prices for the materials you’ll use on a job. Additionally, this feature allows you to use real-time information on any jobs you’re working on. You can also apply that information to become more familiar with material costs. With one click, the software updates often to make sure that your information is accurate with updated pricing from suppliers. Also, with this feature on your phone, tablet, or laptop, you can be out in the field and price each material as needed. You don’t have to worry about being under or overcharged.
7. Win more projects in less time
The ability to be productive and respond quickly is a huge advantage in the electrical contracting industry. Staying competitive is vital because there will always be someone willing to pick up your work. A business management software gives you complete control over the quoting process, from delivering quotes on-site to invoicing instantly.With the ability to set job templates for each job, you can easily work on tasks such as creating quotes and procurement requests. You can also follow up on your clients through an automated follow-up feature so you don’t lose out on winning more jobs.
Manage your business in one place with Custom Quoter
Simplifying the management of your business is easier than you might think. One thing that doesn’t need any more time or effort on your part is to start using a business management software like Custom Quoter. With this software, you can manage all the aspects of your business in one place. You’ll be glad that you did when managing certificates becomes easy and organising scheduling becomes simpler. You’ll also be thrilled by the fact that payments are processed quicker than ever before and emails never get lost again.
Get started today by starting a free trial right now and clicking here