How Mobile Payments Help Field Service Firms
After completing a job, have you found yourself having to chase down the technician for their invoice of work done. Only it’s lost, or unreadable. Suddenly you’re faced with a decision: do you eat the cost, or try to send out an invoice? Or maybe you’ve sent out an invoice to your customer. Only, it got lost in the mail, so they say. So you send it again, maybe this time with delivery confirmation. What should have taken a few days has now stretched into over a week just to get payment. These are just some of the issues that field service companies face with payment today. With TRUE and mobile payments, you can solve these issues and more. Here’s how:
With paper work orders, invoices, or service reports, information is slow to get back to your office, or to your customers. It could be hours or days before an employee in the field comes back to the office. This slows down your billing, purchase orders, even follow ups with customers.
By embracing mobility and using mobile payments, your business can dramatically streamline all of these processes. All your reports filled out on TRUE are immediately accessible in the cloud. Your office can know in real time what parts need to be ordered. Email your invoice directly to your customer after finishing your work. Real time information streamlines your back end processes for faster service, and faster reporting. Going mobile allows you to have strategic understanding of your business not weeks later, but the same day.
Get Paid Immediately
By utilizing a business software that allows for mobile payments makes taking payments easier and faster than ever before. With the invoice or work order generated by your technician, they can collect the payment on site. At the end of the form, enter the credit card number, take a photo, and sign directly within the solution. You can also collect cash or check. When done, you can easily email a professional PDF to your customer. Your sale cycle that once took weeks, now can happen the same day as your work. Plus, your customer will enjoy a great PDF of the receipt straight in their inbox for their own filing.
Accurate Quotes, Orders & Reports
Your invoices, work orders, and service reports are the proof you need for payment in field service. By going mobile, you can collect this information quickly and accurately. Automatic time and date stamps can calculate how much time your employees spent on the job. In addition, in-app calculations help you generate quotes accurately. With reference data, you can upload the price for parts, as well as technician’s hourly cost. Simply enter the parts used, time spent, and TRUE will generate the quote.
Better documentation means less work for you in the long run. Less calls with confused customers, less time chasing down missing invoices, and eliminating your need for data entry. With more time, you can focus on quality work.
Customizable for Your Specific Business Needs
In any industry, no two businesses are alike. With TRUE, you can tailor your solution to fit your business. As your business changes, your field service software can grow with you. Make as many or as little changes as you want with TRUE.
Mobility is absolutely necessary for field service operations. Receive and share accurate information in real time. Collect payment while on site with the customer, for faster and easier sale cycles. If you’re ready to work smarter, check out our website at www.docuwrx.com/fieldservicesoftware