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Why are you still using paper?!?

Posted by Nick Gianadda on 6/21/17 2:32 PM

When you show up at a customer’s home, you work hard to present yourself as a qualified technician that can perform the task that the customer is going to eventually pay to have completed. Why would you work so hard for a good first impression when you are going to leave a sour taste by leaving a handwritten invoice? That’s like telling your customer that you aren’t a “real business.”

Here are 3 great reasons to start using a Field Service Management System

1. Look better!


FN invoice.png

  • Unattractive
  • Handwritten
  • Illegible
  • Unprofessional
  • Not Auditable
  • Not Standardized
  • Professional
  • Auditable
  • Standardized
  • Clean/Clear (with Signature Approvals)
  • Terms & Conditions
  • Enforceable


2. Time to “Cash in Bank” 

getting paid paper.png

getting paid - FSM.png

Don't wait for your money, you worked hard for it! Don't waste weeks or months waiting on your customer to receive a paper invoice and writing a check and mailing it back. The average turnaround time for a mailed invoice is 30 days. Can you afford to wait that long?

Let your customers pay how they want (by credit card) and let them pay while you have their attention. 


Don’t forget to get that $$

SmallSizeRender.jpg Open Balances.png

It's so easy to send an invoice and forget to check in with the customer, and here are hundreds of articles about how to word your invoices to convince customers to pay. It's not easy! 

If you have outstanding balances on paper invoices, you likely have them sitting in a pile on your desk or stuff in an overflowing drawer. This is no way to keep up to date on your customers. With all of that administrative work, when are you going to have time to perform the next job?

Get a Field Service Management System that has reporting for "Open Balances" and be able to stay on top of delinquent customers with a few clicks rather than hours of digging. 

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