Avoiding Bookkeeping Mistakes: "Bring it all together"



"Bring it all together."

We couldn't agree more with Mr. Mike J. Kohler up there (and thanks to Entrepreneur for letting us embed their video). You can also use Sage Peachtree (or Sage Simply Accounting, which is popular with our Canadian brethren), which is another great solution. Both have versions specifically designed to help contractors manage their books.

Taking that step is vital to any service business. At HindSite, we want to help you with the next step in bringing it all together: field service integration.

Many of our customers turn to us because they are tired of fighting the paperwork - the mess, the mistakes, and the TIME it takes. We provide a solution for their field service management by eliminating the paper and creating a seamless flow of information. It looks like this:

  1. Customers call and are scheduled.
    [customer service info]
  2. Technicians download jobs and do the work, recording all time, materials, pictures, notes, and signatures.
    [billable info]
  3. The completed work is sent to billing, automatically creating invoices in QuickBooks or Peachtree.
    [billable info]
  4. The incomplete work is recheduled, with all the information on why it's incomplete.
    [customer service info]
  5. The time records are used for timesheets and productivity reporting. [management info]

In our mind - and of course, we're rediculously biased here - your field service integration is just as vital as your accounting software. By having QuickBooks integration (or Sage Peachtree integration), you're closing the loop. You're "bringing it all together."

And the results are amazing.

 


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