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Better Trades Business Workflow | Supporting Strategies

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Getting Your Apps to Work Together at Your Plumbing or Trades Company

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Integrate your software apps for more efficient scheduling, bookkeeping and invoicing at your plumbing or other trades business.

Are you looking to streamline business operations in your trades (plumbing, HVAC, electrical, etc.) business? Investing in billing, scheduling and bookkeeping apps can help you become more efficient from the phone call to the invoice — the key is to make sure you map the data workflows correctly.

A Seamless Scheduling, Bookkeeping and Billing System
If you've invested in new apps for your plumbing or other trades business, you need to make sure the data flows correctly between the apps. The goal is to have a streamlined flow of data from the initial customer call to the invoice. If you map the data incorrectly, you'll either have to re-enter the data in different systems (reducing the efficiency you expected to gain), or you'll inadvertently miss data altogether.

Not sure how to set up the apps to work together? A bookkeeping and controller services provider with industry-specific expertise can set you up with the right online bookkeeping software for your plumbing or other trades business. They can also customize the software to fit your needs, without unnecessary bells and whistles. And once they've set up your bookkeeping software for maximum efficiency, they can make sure the data workflows map correctly between your bookkeeping, scheduling and billing apps.

Improve Cash Flow by Getting Paid Faster
Another advantage of using an online billing app? You can not only get invoices to your customers faster, but also make it easier for them to pay you. Clicking to pay is simpler and faster than writing and mailing a check. By reducing the time between work done and payment, you'll improve your cash flow.

Take Your Business to the Next Level
Investing in these apps can result in another benefit that you might not have even considered. The more information about your trades business you record online, and the more steps you integrate, the greater your analytics capabilities become.

With new insights into your data, and a trained bookkeeping professional to help you interpret that information, you can gain a better understanding of your business performance. From cash flow forecasts that will help you make sure you have enough cash to pay your taxes next year to key performance indicators (KPIs) such as gross profit margin and net income, you’ll have the financial information you need to plan for success.

Improve Your App-titude
If you've been trying to modernize your plumbing or other trades business by using the latest software apps, make sure you’re optimizing your investment by getting expert help on mapping the data workflows. You’ll be amazed by the efficiency you gain from a system that works together.

At Supporting Strategies, our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to provide a full suite of bookkeeping and controller services. Are you ready to learn how you can move your business forward? Contact Supporting Strategies today.

Lynn Wise

Author:

Lynn Wise

Managing Director Lynn Wise, Supporting Strategies | Flint, Michigan, provides bookkeeping and controller services to growing businesses.

Legal and Tax Disclaimer

This website is created by Supporting Strategies to provide general bookkeeping and accounting information only. Supporting Strategies does not provide tax, legal or accounting advice, and the information contained herein is not intended to do so. As such, the information provided should not be used as a substitute for consultation with professional tax, legal, and accounting advisors, and you should consult with a tax, legal and accounting professional before engaging in any transaction.