When trying to make your business more efficient and profitable, what is one thing that is holding you back? Chances are that a big issue is the use of physical materials to handle the various operations of your business. Work orders, invoices, and even notes to employees can get lost or forgotten, which means that you can encounter obstacles and delays on a regular basis.
On top of that, having to run paperwork back and forth from the job site can be time-consuming and prevent you from efficiently executing your work. Everything from approvals to estimates to invoices can be delayed when paperwork has to be filed and maintained manually.
Fortunately, there is an easier way to do things. With InField Clipboard, you can have work order management with a fully customizable app. However, work orders are just one of many different things that InField Clipboard can do for your business. Let’s see how the whole process works.
Overview of InField Clipboard
What makes this program so valuable to your company is that it includes everything you need, from inquiry to invoice. This way, all of your data and operations are handled by one system, rather than trying to piece it all together manually. Here is how InField Clipboard works in a nutshell.
Inquiries and Estimates
Most likely you have several different ways for clients to get a hold of you, whether it’s through email, direct contact via your website, or even a phone call. No matter how your customer contacts you, all inquiries are entered into InField Clipboard. This also means that you can create a client profile as soon as the inquiry comes in, which will make your job that much easier.
Instead of having to manage physical folders, all you have to do is click on the client’s name, and you will have all of the pertinent details. Best of all, the client will also have access to the program for approval of estimates and invoices, making everything more streamlined.
Once the inquiry is put into InField Clipboard, then it will go to an estimator as usual. Because this software is mobile-ready, the estimator can take it along on their site visit so that once they create an estimate, it will already be entered into the program. This also means that you can have estimators do multiple site visits without losing any productivity because your office staff will be able to start the approval and work order management process immediately.
The great thing about generating estimates in InField Clipboard is that you can customize it to fit your needs. This way, nothing is out of place, and you can be up front with your clients concerning the scope of the job and the total cost. Also, the system automatically generates a professional proposal for you to send to the customer.
Work Order Management
Once the project is approved, then you can generate work orders on demand. Again, this is all customizable in the app, meaning that you can create different templates based on certain job types and clients.
The other great thing about InField’s work order automation is that you can include everything necessary, including pictures and other documentation related to the job. All of it can be accessed through the app, which saves you time and money since you don’t have to make copies of anything.
Once on the job, each field worker can access the work order through the app, so no information is missing and everyone is on top of things at all times. Best of all, you can add a route to the client inside the app, and it will generate an automated message once your workers are 15 minutes away. They don’t have to pick up the phone or press any buttons; it happens automatically.
On site, your staff can then adjust the work order as needed, including changing the scope of the job, adding more materials, or even just taking photos of the finished project. Best of all, because everything is connected through the app, he can even collect a signature on site, which uploads to the system immediately.
Another part of business automation is that workers can generate purchase orders on the fly as well, making things even more streamlined. Instead of having to contact the office and get a new order printed, it will all be taken care of through InField Clipboard.
Finally, if any changes need to be made to the work order, all requests will be sent to the office through the app, making it easier for you to approve and update everything in real time. This will save you plenty of headaches as you can see everything through the back end and get a clear picture of what needs to be adjusted.
The next step in work order management is to submit a completed order to both the client and the office. This happens immediately upon completion of the job, meaning that you don’t have to wait for your workers to get back to the office to start approval and invoicing. This also means that you can have workers out in the field for longer since they can handle work order management remotely.
InField Clipboard helps with business automation by generating an invoice as soon as a work order is approved by management. This makes accountant’s job easier and allows you to send the invoice for billing that much faster.
As we mentioned earlier, the client will also be able to access their account through the customer portal. The account will also be protected by a username and password to ensure the security of their personal information.
InField Clipboard can also generate an invoice within the clients accounting software of choice, such as Quickbooks and Simply Accounting.
Clients can view invoices as well as work order details so that if they have any questions, all of the data is within their reach. This also makes it better for them as they now have a record of all transactions so that their invoices are audit-ready at all times.
Top Benefits of Using InField Clipboard
As you can see, there are a lot of reasons to use InField Clipboard. It will revolutionize the way that you handle your business, and it will enable you to grow and succeed even faster as a company.
Never again will information be missing from a work order, estimate, or invoice. One of the biggest reason that problems happen is that people make mistakes when transcribing or filling out forms, but that is not an issue with InField Clipboard.
Also, you don’t have to worry about sloppy handwriting being a problem anymore either. Since everything is filled out through the app, all materials are legible and easy to read.
First of all, you can save a bundle on printing now that you no longer need to make copies of all of your paperwork. Even if you insist on having a hard copy for your archives, it will be much better to print out a single form than making multiple copies for the office and the remote workers.
Second of all, the time spent working on each job will be significantly reduced. You no longer need to transcribe details onto the computer, nor do you have to spend time creating new work orders and invoices. Overall, InField Clipboard can cut down up to eight hours per worker per month, and save you up to 20% on payroll.
More Jobs, More Money
Since your operations will become so efficient, you can take on more clients without running into costly delays or errors. As we mentioned, estimators can do more on-site visits because their paperwork comes to the office through the app, workers can do multiple jobs because they can get signatures and finish work orders on the fly, and your office staff can manage invoices faster and make sure that you get paid sooner.
Experience Rapid Growth
If you are starting a new business, then InField Clipboard is your ticket to success. Because it offers complete business automation, you don’t need to have a full-time staff to manage all of your paperwork, meaning that you can focus more of your attention on building client relationships and making sure that you provide exceptional customer service.
Also, because the system creates profiles for each client, it’s much easier to perform routine work for them on a regular basis, allowing you to build long-lasting relationships that will help you thrive.
Bookkeeping is one of the most crucial aspects of your business, and InField Clipboard makes it easier than ever to manage all of your accounts and payments. Because there is no chance of missing paperwork or invoices going out late, you can keep your finances on track with minimal supervision from your accounting staff.
No matter what kind of company you run, you can benefit greatly from InField Clipboard. It has all of the tools you need to streamline your operations and enhance your bottom line. Unlike other applications that change the way you do business, this system builds on your current foundation so that you can reach higher than ever before. Simply put, you’ll wonder what you ever did without it.