Invoice management tips for field service personnel
The job isn’t over until you get paid. If you’re out in the field, however, that final transaction can be complicated. Customers who receive services in their home or business don’t always anticipate paying for services on the spot. While you’ve performed professionally, they can view matters as a little more informal, especially where a minor emergency is involved.
There are several ways to ease the tension of this moment and make field service profitable. We recommend you build your mobile business around the following principles:
- Get paid on the spot
- Build your own product catalog
- Send digital receipts
- Use a central hub
- Don’t pay extra for hardware and monthly fees
- Do your own analysis
The answer is to download an affordable and easy-to-use mobile point of sale (POS) app that includes invoice management features. These options make it easier to get paid, build a customer base, and move to the next job.
Mobile POS and invoice management
Mobile POS puts advanced sales software onto your phone’s home screen. Modern POS solutions use a card reader that uses cash, card and digital wallet payments anywhere you have a signal. They also include tools like digital invoicing, product management and sales analysis that help provide service wherever customers need you.
With an easy-to-install download, you can have a complete mobile business in the field within days. This extends your reach out to the most profitable parts of your potential base.
1. Get paid on the spot
Mobile POS puts several payment options in front of customers, making payment easier on the spot. In addition to accepting several payment types, you can also introduce tax support, discounts, loyalty incentives, as well as refunds. All payments are protected by the latest in security and encryption, all with a cashless customer experience.
Mobile POS makes it easier to concentrate on the next job knowing your business is growing.
2. Build your own product catalog
Your business is essentially made up of two things: what you offer, and how well you perform it. Using a mobile POS app lets you create and easily update a comprehensive catalog of your products and services. Some apps will let you carry up to 100 unique entries—more than enough to help you track your stock.
Take care to work and rework this catalog as a living representation of your business.
3. Send digital receipts
Paper has become Public Enemy No.1 in the modern digital age. Since the move to smartphones, everyone stores their information online, ready to be called on at a moment’s notice. This is especially true in business.
If you upgrade your invoice management to a digital solution, you can interact with customers more easily. You can issue digital receipts that create an instant link with customers, while simultaneously locking away a transaction history forever. In an era where relationships flourish online, every digital receipt is a new way to talk to your customer. This reassures them you can be trusted, and save your business name into the most important personal device they own.
4. Use a central hub
Streamlining organization introduces efficiencies that can save you money, build your customer base and reduce waste. The key to organization is building around a central point where all your information can be integrated and accessed quickly.
Using a mobile POS app can help create that point of focus for your business. This means you’re not left bouncing from job to job without any overall sense of where you’re going. It encourages you to maintain your catalog and contacts, and to regularly review your goals and achievements.
5. Don’t waste money on hardware and monthly fees
The type of mobile POS solutions described above can be surprisingly affordable. Leading providers want to court your business, so they will often waive monthly fees and supply card readers for free.
That’s a situation any new or expanding business can appreciate. You’re likely to incur fees on your sales, and providers will encourage you to purchase a more complete POS solution. They might also insist you use their institution to process payments, but the reduced overheads make such a bargain profitable.
6. Self-assess with analytics
Data analysis has become increasingly accessible over recent years. The rise of data analytics has converted the operations of businesses into easily readable digital information. This means it’s easy to track the ebb and flow of sales and work out how you generate revenue.
An invoice management solution should include daily reports which give you comprehensive transaction details. This includes who bought what, as well as when and where the transaction occurred. You can use that information to shape your business and pursue the most rewarding products and offerings.
Digital insights help you build a better business, earning you more money through both savings and sales.
Mobile invoice management will save you money
Mobile POS tech is built to save you money. Your bottom line can only benefit from an organized, accurate, and insightful approach to invoice management. You can analyze your transactions, stay in touch with your customers and spend on the services that earn you more.
Ultimately, the best invoicing advice is to make use of the offers available from digital suppliers and try a solution yourself.
The fee-free mobile invoicing solution created by talech was designed to get you paid faster. The point of sale tool sets up quickly and makes payment easy when the job is finished. Reach out to us today to sign up for a demo and to learn more about how talech can be your valued POS partner.