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3 Top Tips for Invoicing with Software

From checking estimates to confirming quotes, to making the final payment, it’s hardly a secret that digital interactions are an improvement on the old fashioned way of invoicing and bookkeeping.

They’re quick, clear, and secure: a trifecta of points that can lead to a positive experience.

For invoicing, a lot of companies will now provide a link via email that leads customers to a secure payment page (or booking portal) that you can access at the press of a button, fill in the details, and complete.

The experience is pretty much seamless from the moment you get the email notification to the final confirmation. That means no waiting around, no worry misinterpreting payment details, and no delays.

Learn more about digital invoicing here: 9 Ways Electronic Invoicing Boosts Revenue

 

Ep. 9 | Innovation in Location and Easy Addresses with what3words

How can field service businesses improve their actual, physical journey to an address?

Join Jason Morjaria from Commusoft for our first episode of season two where we are focusing on speaking to influential people and companies within field service and beyond!

For related content check out our article on breaking down the field service customer journey.

If you enjoyed this episode, please share it with anybody else you think may be interested using the links to the side. Plus get in touch with us on social media to let us know your own thoughts on building customer trust! You can reach us on: TwitterLinkedInFacebook.

Success in the Field

Success in the Field is a video series for field service professionals. Each episode we discuss the rapidly changing field service industry and how you can accelerate your business’s success in the field. Make sure to subscribe to stay up to date!

Ep. 3 | How Has Service Scheduling Evolved?

How has field service scheduling changed and where’s it going?

In episode 3 of Success in the Field, Jason and Jack are joined by Ray Clark from Schedule Engine to discuss their insights, including:

  • The current state of scheduling (and how it got here)
  • The biggest scheduling challenges that businesses face
  • The role of online booking tools going forward

If you enjoyed this episode, please share it with anybody else you think may be interested using the links to the side. Plus get in touch with us on social media to let us know your own thoughts on scheduling! You can reach us on: TwitterLinkedInFacebook.

About our guest

Thanks to Ray Clark and Schedule Engine for taking part in this episode. Schedule Engine are a tech company that help contractors offer modern online booking experiences to their customers.

Success in the Field

Success in the Field is a video series for field service professionals. Each episode we discuss the rapidly changing field service industry and how you can accelerate your business’s success in the field. Make sure to subscribe to stay up to date!

What Field Service Management Software is Not

Ever wondered which businesses aren’t the right fit for field service management software? Many people ask “what is field service management software?” Today, we answer what field service management software is NOT, so you have a better idea if it would be useful for your company. In this video, Rachel and Robin discuss 3 scenarios where FSM software would not be the best fit.