Table of Contents
Accounting software
Keeping track of income and expenses is essential for helping you do your taxes. Using accounting software, you can automate expense and income tracking. Look for accounting software that can be used as an app for on-the-go record keeping – some bookkeeping apps allow you to scan receipts. Many modern accounting apps can also help you create financial forecasts and budgets that can help you to plan ahead. Take your time to compare different accounting software plans to find one within your budget that has all the features you need.
Invoicing software
Instead of writing out a new invoice via email each time you need to bill someone for a job, consider using invoice software to help automate the process. Such software allows you to create templates that can be quickly filled in for each individual customer. By using this software in app form, you can send invoices and payment links on the job from your phone instead of having to wait until you return to the office. Some of these invoicing programs also have in-built features for sending automated payment reminders and late payment notices. There are even some invoicing apps aimed as tradespeople that have integrated quoting and estimating features.
Job scheduling software
Job scheduling software can help you keep track of upcoming jobs. Such software can serve as a digital diary while also tracking the progress of each job. If you have a team of tradespeople working for you that are each doing different jobs at different locations, you could also consider looking into scheduling software that allows you to dispatch jobs and potentially even monitor workers via GPS. This helps you to keep everyone organized without having to constantly call or message them.
Communication software
Sometimes you need to communicate long distance with customers, employees, subcontractors or suppliers. Some field service apps double up as job scheduling software and communication software – allowing you to delegate jobs and also communicate with staff via instant messaging. Alternatively, you can use separate platforms like WhatsApp for one-on-one conversations with clients and suppliers, or even for communicating with your entire team. Video call software could also be useful if you need to survey a job site remotely or need to check an employee’ work.
Inventory management software
It may also be worth looking into inventory management software for managing tools, equipment and supplies. Specialist apps can allow you to keep track of inventory levels and even send alerts when certain materials are running low. Such software could be particularly useful if you sell products as well as providing a service (such as a roofing contractor that sells roofing materials as well as installing and repairing them), helping you manage stock levels.
