Streamline your plumbing service workflow with Broadly’s mobile payments solution designed for plumbing contractors and business owners.

Broadly’s all-in-one plumbing service software allows customers to pay invoices online at their convenience. Take advantage of the Broadly mobile app to automate invoices, stay connected with customers and grow your plumbing business. 

What to Look for in Plumbing Invoice Software

While the objectives and needs of every plumbing business may vary, the most effective invoicing software offers several key features. A plumbing company thrives when its management software simplifies everyday business operations, such as processing invoices and accepting payments.

Invoicing with QuickBooks integration lets small business owners easily track expenses and revenue, as well as pay plumbing contractors and employees on time. The integration assists in keeping financial data up to date and promotes secure accounting.

In addition, plumbing invoice software can organize customer information and history, so plumbers can provide a high-quality, customized experience for each individual.

Everything You Need in Plumbing Service Software

Broadly empowers plumbing business owners with professional invoicing and customer management software that helps optimize productivity and boost revenue.

With a multitude of benefits, Broadly’s plumbing software allows plumbers to save time and delight customers with convenient mobile payments and friendly service.

Create Professional Plumbing Proposals

With Broadly’s plumbing invoice software, plumbers can quote follow-ups and approvals with ease. Want to make it that much easier for your staff to communicate with each other? Broadly’s Team feature does just that, making sure everyone in the company is on the same page no matter where they are or what they’re working on.

Receive Customer Payments Faster

Plumbers can quickly send customers mobile invoices for same-day payments. Additionally, it’s easy for a plumbing service to push friendly due date reminders with text notifications.

With financing options available, customers can pay with a credit card or send mobile payments via email or text message anytime.

See the Status of an Invoice at a Glance

Once a plumbing job is complete, plumbers can automate sending invoices to streamline the payment process. With the ability to track unsent, unpaid, and overdue invoices at a glance, plumbers can stay on top of their payments.

Send customized invoice follow-ups as well to remind customers to pay their overdue invoices. This allows for that personal touch that every customer appreciates getting, making your customer service that much better.

Improve the Customer Experience

Enjoy messaging in one place with the Inbox feature, which provides your team with a home base for all customer interactions. Respond to inquiries from customers, whether they reached out to your plumbing service directly through your website, Google or social media channels like Facebook.

Communicate with Plumbers in the Field

Assign the right contractors to plumbing jobs based on their area of expertise and distance from a customer. Effortlessly sync up with plumbing dispatch team members with Broadly’s Team messaging capabilities.

Receive real-time updates from field techs with status reports, whether they’re traveling or actively working. Overall, Broadly simplifies the process of routing plumbing jobs.

Grow Your Plumbing Business with More Tools

Take customer management to the next level with Broadly’s suite of software solutions. Drive growth with these powerful tools in addition to your plumbing service software.

Stand out with Curated Campaigns

Reach your target audience with SMS text and email campaigns complete with personalized templates. Ideal for creating strong customer relationships, the feature can push plumbing service reminders, marketing campaigns and promotions.

Stay Connected with Clients through Web Chat

Engage with and convert potential customers who visit your website with Broadly’s Web Chat service. Collect relevant customer information from qualified leads and communicate with them through text.

Offer quick, automatic responses when a customer has questions or provide a plumbing pricing guide to win their business before they move on to a competing service.

Manage Online Reviews Easily

With just a click of a button, you can ask satisfied customers to leave online reviews for your plumbing business. Positive reviews help potential customers find your plumbing service by improving search engine optimization (SEO). Plus, your company will appear more trustworthy when real customer reviews tout high-quality service.

Broadly streamlines reputation management by accumulating online reviews from different social media platforms, including Google and Facebook. The reviews then populate on one user-friendly dashboard. From this dashboard, a business owner can save substantial time by responding to customers directly instead of signing into separate accounts on different websites.

Choose the Best Invoice Software for Your Plumbing Company

Optimize your return on investment and enjoy paperless billing with plumbing invoice software by Broadly. Retain customers and benefit from convenient services such as mobile invoice payments and QuickBooks integration.

With Web Chat, marketing campaigns and online reputation management software, your plumbing service can attract new leads and boost company growth. Streamline business operations and maintain a loyal customer base.

Want to see how your plumbing business can thrive with Broadly’s easy-to-use software solutions?

This article was updated on March 20, 2024. 

The post The Best Plumbing Invoice Software appeared first on Broadly.

This week, we’ll explore how mobile invoicing is changing the game and why it’s beneficial for local businesses like yours. Let’s take a closer look.

How Mobile Invoicing Benefits Local Businesses

Mobile invoicing is more than just a trend; it’s a powerful tool for streamlining your operations. Small business owners and clients alike are no longer tied to their desks—they’re on the move, and busy clients on the go greatly appreciate the convenience of paying for services with just a few taps of their smartphones. A great client payment experience means you keep your customers happy and get paid faster—a win-win!

Let’s get into the nitty-gritty of this process shift and understand why you should get on board.

A Closer Look at the Process and Advantages

Mobile invoicing simplifies what used to be a very cumbersome process. Today, you can utilize automation to create, send, and even manage invoices digitally through apps, emails, and mobile-friendly banking platforms. This flexibility translates into faster payments and happier clients.

What Are Mobile Invoices?

Before we dive into the benefits, let’s define what mobile invoicing is and why it matters. You might be surprised to discover that you are already using mobile invoicing in one way or another. 

If you own an autobody shop, for example, that offers customers wifi while they wait, you likely receive invoices from your internet provider each month in an email. You might also have automatic payments set up for the funds to come out of your bank account directly. This is essentially the main idea behind mobile invoicing.  

Mobile invoices are digital bills that can be generated and managed using a mobile device. Their importance lies in their ease of use and the seamless synchronization of data across devices. For a local business owner, that means you can spend more time focusing on your business and less time being tied to your office desk trying to get your finances in order.

Related topics for your specific industry:

• Best Invoicing Software for Construction
• Plumber Invoice Software
• Mobile Invoicing for HVAC Contractors

Benefits of Mobile Invoices

Now, let’s explore the real gems of mobile invoicing:

Send Invoices Anytime, Anywhere

You’re no longer bound by office hours, and neither are your customers. Create and send invoices from wherever you are, whether it’s halfway across the world or in between reps at the gym.

Get Paid Faster with Automation and Reminders

Automated reminders ensure your clients never miss a payment. These can take the form of text messages, push notifications, or friendly follow-up emails. These friendly nudges help keep your business top of mind and mean faster payments for you.

Boost Customer Satisfaction with Added Convenience

Your clients will love the ease of receiving invoices directly to their phones and the convenience of online payment synchronization with their bank or credit card. When you choose to invoice online, you showcase yourself as a tech-savvy business owner who values their clients’ time.

Access Financial Data on the Go

Mobile invoicing gives you the power to access your financial data whenever you need it. Stay in control, even on the go, to help you make real-time, informed decisions. 

Enabling Business Growth with Additional Functionalities

Mobile invoicing tools often come with additional features like expense tracking, which can help you plan short and long-term goals as you grow your business.

Standardized Billing Processes for Consistency

Invoices generated automatically through a mobile invoicing system offer a level of consistency that’s hard to come by with manual input. Human errors, such as typos or mistakes in calculations, can occasionally slip into hand-prepared invoices. However, with automated invoicing, you significantly reduce this risk. 

These systems can generate invoices with impeccable accuracy and a uniform, professional appearance, eliminating inconsistencies and solidifying trust with clients that they are getting what they paid for.

Easy Management and Sorting of Invoices

Digital invoices make it super easy to keep your billing information neat and tidy—no more dealing with stacks upon stacks of paper. Plus, your financial data is stored safely and securely in the cloud, so you don’t have to worry about stuff like water damage, mold, or fire impacting your financial records. Digital invoice management also makes it a breeze to find and manage your invoices whenever you need them, so you can spend less time sorting through paper files and more time growing your business.

Sending Automated Reminders for Unpaid Bills

We all know that sometimes things slip through the cracks, but with digital invoicing, you don’t have to worry about keeping track of who still owes you money. Automated reminders do the job for you, sending friendly reminders to your customers when their payment is overdue. It’s a hassle-free way to ensure you get paid without the awkward phone calls, and it helps keep your cash flow steady

Flexibility for Customers Without Credit Cards

Not everyone carries a credit card, and we get that. With digital invoicing, you can cater to a broader audience by offering multiple payment options. This means clients who prefer alternatives, like bank transfers or online payment services, can easily settle their bills without the red tape. With automatic invoicing, you can make life simpler for your clients and improve their overall experience with your business.

Accounting Integration

Managing your finances is a breeze with mobile invoicing, as it often integrates smoothly with well-known accounting software packages. This means you’ll spend less time on manual data entry and fussing with sales tax or currency conversions. By syncing your invoicing with accounting software, you can ensure your financial records are always up-to-date, accurate, and well-organized.

Safety Concerns in Mobile Invoicing

Embracing mobile invoicing is undoubtedly convenient, but it’s natural to have safety concerns. It’s important to address any concerns you and your team might have and understand that the rewards of mobile invoicing far outweigh the risks. When implemented correctly, mobile invoicing can provide safe and secure online transactions that protect both your business and your customers.

Businesses often prioritize the safety and security of financial transactions, and rightly so. With mobile invoicing, you can have peace of mind by following best practices and ensuring that your invoicing system is equipped with robust security measures. Protecting sensitive customer data is essential, and reputable mobile invoicing platforms are designed to do just that.

One key aspect of safe mobile invoicing is choosing a trusted and secure platform or application that uses encryption and other security features. This ensures that sensitive financial information remains confidential and inaccessible to unauthorized individuals.

Additionally, educating yourself and your team about the best security practices when handling mobile invoicing can further mitigate potential risks:

• Regularly update your mobile invoicing software.

• Use strong passwords.
• Consider two-factor authentication for added security layers.

By incorporating these practices, you’ll make your mobile invoicing process safe and reliable for both your business and your clients.

Why Mobile Invoices Matter

Mobile invoicing isn’t just a fancy add-on; it’s a vital tool for business owners who want to simplify their operations, get paid faster, and keep their clients satisfied. It’s a mutually beneficial situation for both parties.

Embracing the Power of Mobile Invoicing

The days of struggling with paper invoices and manual tracking are behind us, and it is safe to say that mobile invoicing is the way of the future for local businesses. It streamlines your operations, making everything more efficient, accurate, and convenient.

If you’re considering making the transition to mobile invoicing, here are some simple steps to help you get started:

1. Choose the Right Mobile Invoicing Software

Research and select a mobile invoicing application or software that suits your business needs. Look for user-friendly options that offer features such as easy invoice creation, payment processing, and client management.

2. Create Professional Invoice Templates

Design professional and branded invoice templates that reflect your business identity. These templates can be customized with your logo and contact information, providing a consistent and polished look for your invoices.

3. Gather Customer Information

Input your clients’ contact details into the mobile invoicing software for quick and easy access. Ensure that you have their correct email addresses, which will be crucial for sending invoices electronically.

4. Practice Invoicing

Begin by creating and sending a few invoices to familiarize yourself with the process. Many mobile invoicing tools offer sample invoices or templates to help you get started. These initial invoices can be sent to yourself or trusted colleagues for practice.

5. Learn About Payment Processing

Understand the payment processing options available in your chosen mobile invoicing software. Most platforms allow you to receive payments electronically, so explore the setup for credit card or online payment processing.

6. Customize Payment Terms

Define clear payment terms, including due dates and late fees, to ensure your clients understand the expectations. This step is essential for smooth transactions and preventing payment delays.

7. Organize and Archive Invoices

Implement a systematic approach to organize and archive your invoices. Proper record-keeping will help you stay on top of your finances and make tax season much less of a headache.

8. Educate Your Team

If you have employees or team members assisting with invoicing, ensure they are trained on the mobile invoicing system. This will help maintain consistency and efficiency across your business operations.

By following these steps, you can make a smooth transition to mobile invoicing, harnessing its benefits to streamline your invoicing process and improve the overall efficiency of your business operations.

Start Using Mobile Invoices with Broadly Payments

Want to harness the full power of mobile invoicing? Say goodbye to manual invoicing and hello to the future with Broadly’s mobile payments system! See what Broadly can do for your business in just 30 days. Schedule a demo with us today!

The post Mobile Invoices: Everything You Need to Know appeared first on Broadly.

With Broadly’s new Invoices and Quotes features, it doesn’t have to be. 

With Broadly Quotes, you and your team members can create and send itemized quotes to communicate the cost of your services and scope of work to prospective customers so they can make an informed decision about their purchase.

Broadly Invoices streamlines the generation and delivery of itemized invoices. You can also easily track which invoices are paid, unpaid, void, or refunded and schedule automated reminders.

Keep reading to learn more about the key features and benefits of these valuable tools.

Key Benefits & Features of Broadly Quotes

If you haven’t digitized your quotes and invoices process yet, it’s likely you’re wasting a lot of precious time you could be using to do what you do best: provide an outstanding customer experience and engage with your potential customers.

With Broadly Quotes, you can quickly and easily send service quotes from anywhere you are via the Broadly app. That means your customers (or leads) aren’t sitting around waiting for you and potentially shopping for your competitors. Other key features include:

• Unlimited line items
• Text or email delivery
• Quote reminders
• Quote status tracker
• Option to connect to Broadly Payments

Along with Broadly’s other helpful local business tools, Quotes streamlines the time-consuming administrative tasks so you can get back to doing what you truly love while reaping these benefits:

• Improved customer communication: Easily communicate cost of goods, services, and labor before services begin to reduce miscommunication and customer dissatisfaction.
• Customer convenience: Text quotes to prospective customers to make approving services a convenient, one-click process 
• Track all quotes in one place: Efficiently track which quotes are accepted or denied and quickly follow up with customers right from the app.
• Convert from quote to mobile invoice: Transfer the details and line items of accepted quotes into text-to-pay mobile invoices with a few simple clicks.
• Strong integrations: Send quotes right from Broadly even if using another preferred payment or accounting software.

Key Benefits & Features of Broadly Invoices

Broadly Invoices allow business owners to send itemized invoices for services provided and receive payments via Broadly Payments which also offers customers the option to pay over time while you get paid in full. Other features include:

• Unlimited line items
• Text-to-pay mobile invoicing
• Email invoicing
• Invoice status tracker
• Reminders for overdue payments

In addition to Broadly’s other outstanding features for local businesses, our Invoices feature helps your business:

• Get paid faster: Send text-to-pay mobile invoices or email invoices shortly after services are completed.
• Improve communication with clients: Share the individual cost of goods, services, and labor with itemized invoices.
• Avoid late payments: Easily track which invoices are paid, unpaid, void, or refunded and quickly follow up with customers.
• Get paid how you want: Choose from a range of payment vendors that align with your accounting setup.
• Streamline payments: Send and receive payments from the Broadly app, even if don’t wish to use Broadly Payments.

Get Started with Broadly

Broadly helps businesses streamline their operations and grow strong, lasting relationships with every customer interaction. 

Our easy-to-use app enables businesses to get reviews from happy customers, track, and respond to feedback, and manage their online presence all in one place.

And now, with Broadly’s Invoices and Quotes features, we provide a straightforward invoicing and quoting process that saves you time and ensures customers are happy and you get paid for your work.

Already with Broadly? Login now to use the Invoices feature.  

Not using Broadly yet? Try it for free for 30 days and  see our Invoices feature in action today!

The post Broadly’s New Quotes & Invoices Features to Streamline Payables For Local Service Businesses appeared first on Broadly.

That’s why it’s essential for garage door software to facilitate team communications, consolidate customer communications, monitor online customer reviews and perform invoicing functionality.

What can invoicing software do?

Invoicing software can automate sending invoices to customers and streamline payment processing. Using invoicing software ensures faster payment and more cohesive customer management overall.

Do garage door repair businesses need invoicing software?

Invoicing software is an excellent solution for garage door repair businesses that need to improve their management and organization processes. Having a real-time view of your invoices and payments is essential to understanding the health of your business.

Broadly’s mobile app with QuickBooks integration, garage door businesses can send invoices to customers via text immediately after the service is completed. Customers can also pay their invoices conveniently online, allowing business owners to get paid faster for their garage door services.

Why your small business needs billing and invoicing software ASAP

As a garage door repair business owner, your time is incredibly valuable. A user-friendly mobile app like Broadly is critical for streamlining operations.

Send invoices easily

With Broadly’s invoicing feature and QuickBooks integration, garage door businesses can send mobile invoices directly to customers via text message, allowing for a great customer experience and an easy payment process.

Accept payments directly

When customers receive an invoice, they can immediately make a mobile Payment without downloading a new app. Garage door business owners can see their cash flow easily and streamline automated payment reminders with a real-time dashboard.

Keep track of finances

Broadly integrates directly with QuickBooks, providing garage door repair businesses with a full view of their finances and invoicing capabilities. Broadly and QuickBooks work together so you can stay up to date on the financial state of your business.

Manage online reviews

Broadly helps garage door businesses get online reviews on Google, Facebook and other sites to increase the chances of more leads finding your garage door repair business. After a customer has made a payment, an automated message can be sent to remind them to write a review. You can also monitor and respond to reviews all in one place.

More tools to help you grow your business

Beyond being the best app for garage door businesses to send invoices to customers, Broadly also offers even more tools to help you grow your business and streamline your processes, helping you focus on garage door services and spending less time on administrative tasks.

Communicate with customers

Broadly has a user-friendly Inbox feature that houses all customer interactions in one place. Inbox makes customer management easier by giving complete history to field technicians and everyone on the team so they can provide more relevant, personalized service.

Web Chat

Garage door business owners and their field technicians use Broadly’s Web Chat feature to respond instantly to inquiries through text messages and chat functionality. This direct contact with potential customers leads to more conversions and paying customers for your garage door business.

Campaigns

Part of being a business owner is knowing how to market your garage door business to engage and retain customers. Broadly helps garage door repair companies use Campaigns to create strong customer relationships using email templates designed for your industry that can be sent by email or text.

Run your business with Broadly

Broadly is an all-in-one app built to help local businesses gain new leads and retain loyal customers. The software can help you manage online reviews, communicate with dispatched workers on the field and send quick mobile invoices.

Broadly helps garage door businesses streamline their business processes, get more time back in their days and create a better overall customer experience.

The post Best garage door repair software with billing and invoicing appeared first on Broadly.

In the construction business, there are three common methods of billing:

• Before the project takes off (advanced billing)
• As the project advances through development stages (progress billing)
• At the completion of the project (arrears billing)

Broadly simplifies the invoicing process for these three popular billing methods with an all-in-one software solution.

Broadly offers an intuitive invoice software for professionals in the construction industry. Small business owners, general contractors and subcontractors can benefit from mobile invoice payments and streamlined workflows.

What does invoicing software help with?

Invoicing software automates invoicing and payment processing. Automation saves time by decreasing the likelihood of human error and consistently keeping financial reports and statements up to date.

Invoicing software can also reduce overhead costs and be an eco-friendly alternative to traditional invoicing by promoting paperless billing.

What to look for in the best invoicing software for construction

Ideally, a reliable invoice software solution is user-friendly and gives customers flexible payment options, such as credit card, mobile app or bank account. There should also be customized invoice templates to send mobile invoices and conform to common billing methods, including advanced, arrears and progress billing.

Advanced invoicing software, such as Broadly, comes with a QuickBooks integration feature, which keeps all your finances consistent and consolidated. Small business owners can efficiently monitor revenue, eliminate redundant data entry and be ready for tax season.

Can you get by without invoicing software?

Sure, you can. But why would you want to? Technology streamlines and automates the billing process. A small business can leverage technology to focus fewer resources on bookkeeping and more on other crucial functions, like project management and customer relationships.

Professional construction companies serious about growth and developing a seamless payment workflow should invest in an invoicing software solution like Broadly.

Benefits of invoicing software for construction companies

Take advantage of the many features of Broadly’s powerful invoicing software solution and convenient mobile app.

Invoice customers with ease

General contractors and subcontractors can charge for billable hours on-site by emailing or texting customers an invoice. Receive same-day payments when customers immediately send mobile payments upon invoice acceptance.

Follow up about outstanding invoices effortlessly by pushing email or text due date reminders with Broadly’s invoicing software.

Improve the customer experience

In addition to easy mobile payment options and paperless billing, customers can take advantage of real-time communication with general contractors.

Broadly’s software offers professionals the innovative Inbox feature, which consolidates messages from various email accounts and messaging platforms. Nothing will fall through the cracks when all your team members can access customer interactions from one central app.

Use additional tools to grow your business

Meet your construction business goals with Broadly’s suite of software solutions. Whether you’re aiming to maintain a positive online presence, drive marketing campaigns or qualify new leads, Broadly can help your small business thrive.

Manage online reviews

Improve your web presence by asking satisfied customers to leave positive online reviews. Broadly’s online reputation and review management tool swiftly sends review requests to your community with one click.

You can also monitor and respond to customer reviews on different social media platforms, including Facebook and Google, from a single mobile app.

Create brand awareness Campaigns

Leverage text and email campaigns to connect with your desired audience. Campaigns allow business owners to use custom templates for targeted messaging. Offer a personalized experience to prospects and communicate on a meaningful level.

This feature can be used to send out newsletters, promote special offers or share home improvement tips with your existing customer base.

Engage with customers through Web Chat

When leads visit your website, find and convert potential customers using Broadly’s Web Chat service. Grab their attention from the get-go and keep the conversation going with instant responses.

Streamline your construction business with Broadly

Broadly empowers construction companies to get paid faster with mobile invoicing and elevates the customer experience with Web Chat functionality and mobile payment options. Drive revenue growth and save time with automated bookkeeping and quick customer interactions.

Want to see how Broadly can help your small business thrive with the best invoicing software for construction?

The post Best invoicing software for construction appeared first on Broadly.

To help with invoicing and payment management, most HVAC businesses use QuickBooks accounting software from Intuit to manage their finances. However, there’s more to running a business than bookkeeping and estimates. HVAC service software can provide full solutions to many aspects of business management, including mobile payments, customer reviews, and communications.

What is HVAC service software?

HVAC service software is a platform that helps HVAC companies manage their finances through QuickBooks Online integration, improve communication with field technicians, track profitability, streamline scheduling and manage work orders. HVAC software is a one-stop shop for an HVAC business owner’s efficiency and organizational needs.

How does HVAC service software integrate with QuickBooks?

Broadly’s HVAC service software is designed to support HVAC and other small service businesses to connect with customers online, communicate with dispatched workers and manage their financial transactions with QuickBooks integration.

When you sign up for Broadly and install the mobile app, connecting your Broadly account to QuickBooks is as easy as clicking a button and signing in to your QuickBooks account.

Benefits of integrating HVAC service software with QuickBooks

Integrating Broadly’s HVAC service software with QuickBooks online is incredibly easy. Once you’ve signed in, many benefits and features will help you streamline your HVAC business.

Send out invoices and get paid faster

With Broadly, HVAC business owners can simply text invoices when a work order is complete, then customers can easily pay online. Plus, the payment workflow is streamlined and accounted for in QuickBooks.

Since payment is convenient and contactless, you can get paid faster, often within the same day of invoicing.

Track expenses with ease

When HVAC service software is connected to your QuickBooks account, you can easily manage all income and expenses for your business. As a business owner, knowing where your money is coming from and where it is going is critical. With QuickBooks Online, you can also upload photos of receipts and they’ll be automatically categorized.

Communicate directly with customers

Using Broadly’s Web Chat and Inbox features, HVAC business owners can directly communicate with customers and keep all customer information in one central place. Field technicians and front-office admins will have a complete history of customer interactions to ensure a smooth job and a great customer experience.

More tools to help you grow your business

Beyond being the best app for integrating with QuickBooks, Broadly offers even more tools to help you grow your HVAC business and optimize your business operations.

Reviews

Broadly helps HVAC businesses manage reviews on Google, Facebook and other sites. With QuickBooks integration, you can send an automated message to request an online review once an HVAC customer pays their bill.

Online reviews are the new word-of-mouth recommendations. Collecting reviews is critical to your online reputation, and potential customers use them to choose an HVAC company.

Web Chat

To convert potential leads into paying HVAC customers, Broadly offers Web Chat functionality. HVAC companies and their team members can use the feature to respond instantly to inquiries through text messages. Broadly’s Web Chat allows HVAC business owners to delegate lead and customer communication responsibilities and have more time to service their customers.

Campaigns

Marketing is a large part of being an HVAC business owner. Broadly helps HVAC companies use Campaigns to create strong customer relationships with templates designed for HVAC customer communications. Save time on marketing efforts using templates created especially for the HVAC industry.

Let Broadly do the heavy lifting for your business

Broadly helps you blow away the competition with HVAC service management software designed to streamline your business processes. Communicate with clients from a central Inbox, send mobile invoices and keep track of your online reputation from one place.

Plus, with easy QuickBooks integration, service software makes bookkeeping a breeze.

The post Benefits of integrating quickbooks with HVAC service software appeared first on Broadly.

With everything a landscaping company needs to do to keep the business running, it is critical to have invoicing software to keep their lawn care business organized and efficient.

How to choose invoicing software

Invoicing software can help landscape companies automate their invoicing processes, improving overall business operations. Templates make it easy to send invoices directly to customers. Plus, you can track payment status and have a real-time view of your finances.

To choose the best invoicing software for your landscaping business, here are a few factors to think about:

• Ability for customers to make mobile payments
• Ease of communication with customers
• How user-friendly the software is
• Integration with QuickBooks

Each landscaping business is unique, so business owners must prioritize what matters most for their goals.

Should lawn care businesses use invoicing software?

Lawn care businesses should definitely use invoicing software. Not only does it help business owners stay organized, get paid faster and manage cash flow, but it also creates a better customer experience.

When clients have transparent communication and pricing from their lawn care business, they’re more likely to become regular customers and refer your landscaping business to others.

What can you do with invoicing software?

Invoicing software helps lawn care businesses manage their financial information and processes. Landscaping business owners can use invoicing software templates to send invoices and automate payment reminders. Quickbooks integration ensures all your records are accurate when tax season rolls around.

Many invoicing software tools also include a dashboard where business owners can review their cash flow and check outstanding payments.

What are the benefits of using lawn care business invoice software?

Using invoicing software to manage your lawn care business will allow you to focus on growing the business instead of monitoring each invoice that you send to customers. Broadly is a user-friendly platform with invoicing functionality designed to optimize, streamline and automate your business to give you more time back in your day.

Send out invoices easily

With Broadly’s invoicing feature, lawn care companies can use the mobile app to quickly send invoices by text or email. From there, your landscaping customers can make a payment online, a convenient and contactless way to complete transactions.

Get paid quickly

Broadly also makes it easier for customers to pay lawn care companies. Customers can make fast mobile payments online with their debit or credit card so that you get paid the same day. The best part is that customers don’t need to download an app.

Communicate with customers directly

With Broadly’s Inbox, all customer interactions are in one place, so you have a complete history and can provide a personalized customer experience. This saves both you and the customer time and creates more transparency and better communication.

More tools to help you grow your business

Beyond being the best lawn care business software for invoicing, Broadly also offers more tools to help you grow your landscaping business, automate your systems and optimize your processes.

Reviews

Broadly helps lawn care businesses request and manage online reviews on Google, Facebook and more to increase the chances of more leads finding your business.

Web Chat

To convert potential customers into paying customers, Broadly offers Web Chat. Lawn care business owners and their team members can use the Web Chat feature to respond instantly to website inquiries via text messages.

Campaigns

Part of being a business owner is knowing how to market your business to engage and retain customers. Broadly helps landscaping business owners use SMS text and email Campaigns to create strong customer relationships using templates designed to improve engagement.

Run your business with ease using Broadly

Ready to take your landscaping or lawn care business to the next level? Broadly is built to help local service businesses get new customers through increasing online reviews, creating custom email campaigns and improving client experiences.

The post Best lawn care invoicing software appeared first on Broadly.

Electricians are often working on many job sites at once with various customers. That’s why electrical contractors need user-friendly invoicing management software to automate invoices, communicate directly with customers and minimize the time it takes to get paid.

As an electrical contractor, having a real-time snapshot of incoming payments and expenses all in one place is a big time-saver. Using invoicing software streamlines business operations and job management.

Electrical contractor software is also helpful for customer relationship management and creating a better overall customer experience. Invoicing software systems house your customer history and client information, allowing you to quickly recall past job details.

To choose the best invoicing software for your electrician business, here are a few factors to think about:

• Ability to process mobile payments from customers
• Effective customer management
• How user-friendly the software is
• Add access for team members
• Integration with QuickBooks

Every electrical contractor may have different priorities that matter more for their business. Understanding your priorities is the first step to finding the right invoicing software.

Do electrical contractors need invoicing software?

To streamline processes, automate systems and improve customer relationships, it is essential to have invoicing software as an electrical contractor. Having a real-time view into all current jobs, existing and new customer communications and payment processing is a game-changer for electrical contracting businesses.

What’s included in invoicing software?

With Broadly’s invoicing software, electrical contractors can automate invoices to customers, streamline payments and have an all-in-one, real-time view of the payments.

With invoicing software integrated with QuickBooks Online, electricians can have all their financial information in one place.

What are the advantages of using electrical contractor invoice software?

When electrical contractors use invoicing software, they save time, gain a real-time view of their business and make the payment process easier for customers.

Get paid faster

With Broadly’s invoicing platform and mobile app, electricians can use templates to send invoices to customers quickly and easily. Customers can easily pay invoices with a debit or credit card through mobile payments. Broadly streamlines the payment workflow and helps electrical contractors get paid faster.

Stay organized

Electricians are constantly being pulled in multiple directions to manage their businesses. Broadly’s invoice management software helps electricians have a quick and easy way to view their finances. Additionally, Broadly integrates with QuickBooks to ensure all of customer information and bookkeeping is correct across the board.

Communicate directly with clients

With Broadly’s Inbox feature, electrical contractors can communicate seamlessly with their new and existing customers. The single inbox houses all customer interactions and can be managed by multiple team members. The entire team is on the same page because they all have complete visibility of customer history.

More tools to help you grow your business

Beyond being the best app for electrical contractors to create estimates and send invoices, Broadly also offers even more tools to help you grow your electrical business and streamline your processes.

Reviews

Broadly user-friendly platform helps electricians manage their online reviews on Google, Facebook and other sites. Most potential customers find electricians by searching online and reading reviews. Monitoring and responding to reviews increases the chances that new leads will find your electrical contracting business.

Boost your online presence with great reviews from happy customers.

Web Chat

To convert potential customers into paying customers, Broadly offers Web Chat. Electricians and their field staff can use the Web Chat feature to respond instantly to potential customer inquiries through the most preferred method: text messages.

Quick and direct communication will convert more leads into paying electrical contracting customers. Additionally, as an electrical contractor and business owner, you can hand off these responsibilities to your staff, giving you more time back in your day.

Campaigns

Part of being an electrician is marketing your business to gain and retain customers. Broadly helps electricians use Campaigns to create strong customer relationships using templates designed for electrical contracting services. Use SMS text or email to introduce new employees, promote special offers or share home improvement tips.

Keep track of invoicing with Broadly

Give your business a boost with Broadly’s invoicing software. From custom invoice templates and mobile invoicing to review management and Web Chat, our software has everything you need to manage your most important business processes all in one place.

Broadly helps electrical contractors streamline their business processes, get more time back in their days and create a better overall customer experience.

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How to choose an invoicing software

As small business owners, general contractors are working on construction projects while overseeing project management, managing workflow, collecting payments and interacting with customers. General contractors need to be able to easily create invoices, send them to customers and collect online payments.

It’s critical to find an invoicing software that makes work simpler with easy-to-use templates to streamline processes and ensure a great customer experience. Customers appreciate transparent communication and invoicing, making them more likely to return and recommend you to others.

To choose the best invoicing software for your business, here are a few factors to think about:

• Ability to process mobile payments from customers
• Ease of communication with customers
• How user-friendly the software is
• Integration with QuickBooks

Each general contractor will have unique priorities that matter more for their business. Knowing exactly what you need from invoicing software will save you time as you narrow down your options.

What can invoicing software do for general contractors?

Invoicing software can help general contractors streamline their online payments and customer communications, giving them time back in their day to help current customers and find new ones. Broadly is the best app for creating invoices and communicating with existing customers and new leads.

Below are a few ways that Broadly can help general contractors manage their businesses.

Accept payments

Send invoices to your customers with a click using Broadly’s software. General contractors can send text or email invoices to customers after project completion, and customers can respond by sending mobile payments directly to you using their debit or credit card.

Communicate with clients

With Broadly’s user-friendly Inbox, general contractors can have one home for all customer interactions. Consolidate communications from multiple email accounts and messaging platforms into one app so nothing falls through the cracks.

Keep track of income

General contractors need a real-time view of their finances. Broadly integrates with QuickBooks so general contractors can easily see what payments are still due. Take the guesswork out of bookkeeping and make tax season a breeze by streamlining bookkeeping for your small business.

More tools to help you grow your business

Beyond being the best app for creating and sending invoices, Broadly offers even more tools to help you grow your business and streamline your processes.

Reviews

Broadly helps general contractors get online reviews on Google, Facebook and other sites to increase the chances of more leads finding their contracting business. Potential customers rely on reviews to decide which general contractor to hire.

Web Chat

To convert potential leads into paying customers, Broadly offers Web Chat. General contractors and their teams can use the Web Chat feature to respond instantly to inquiries from their website via text messages.

Campaigns

Part of being a business owner is knowing how to market your business to engage and retain customers. General contractors can use our Campaigns feature to send appointment reminders or notifications on upcoming deals via SMS text or email.

Let Broadly help you manage your invoicing processes with ease

Small businesses trust Broadly to help them gain and retain customers for their general contracting services. From managing online reviews to sending fast mobile invoices, Broadly offers a full suite of services to help streamline your business processes and create a better overall customer experience.

The post Invoicing software for general contractors: find what’s right for your business appeared first on Broadly.

Which payment solutions should a business owner consider? From PayPal to Square, discover multiple types of mobile payment options and the advantages of each.

Why mobile payment options matter for your business

Small business owners with flexible payment methods can offer a better customer experience. Modern consumers tend to choose mobile payment apps like Apple Pay due to their convenience and ease of use. 

Customers and businesses can save time using mobile payment methods with ACH, bank account or card number information on record. Contactless payments also promote health and safety for both the business staff and consumers. 

Additionally, mobile payment options streamline receivables for small businesses. When you collect payment this way, funds transfer directly to your business bank account more quickly than traditional payment methods. Electronic records simplify bookkeeping with or without QuickBooks, making it easier for accounting to maintain invoices and receipts.

Three different types of mobile payment options

1. Point-of-sale (POS) payments

You can ring up a customer at a point of sale, also known as a point of purchase, on your website, e-commerce store or at a physical business location. 

Square is among the leading mobile payment options that offer its clients a free card reader for face-to-face transactions. With this point-of-sale system, a credit card reader attaches to an iOS or Android mobile device so the transaction can efficiently be completed with a customer’s credit or debit card.

Additionally, the setup is straightforward and fast. Best of all, Square does not require long-term contracts or commitments. This is one of the most convenient payment processing options for small business owners on the go, such as HVAC contractors or plumbers.

2. Contactless payments 

Mobile payment methods that are contactless only require customers to tap their mobile devices on a card reader or, for online transactions, navigate to the app. There are various popular mobile wallet options.

Apple Pay

To use this mobile payment app, you need an iPhone or Apple Watch. If a merchant does not accept Apple Pay, a credit card linked to the Apple Pay account will become the default payment option. 

Google Pay

Apple and Android devices with an NFC (near field communication) chip can use this mobile app. This is one of the more cost-effective mobile payment options for a small business because there are no transaction or monthly fees charged to the seller for accepting Google Pay.

Venmo

Owned by PayPal, Venmo requires merchants to create and manage a business profile, and customers can leave comments and reviews for the seller. A benefit of Venmo is that it allows businesses to initiate an instant bank transfer. 

However, this mobile payment method can be costly due to Venmo’s transaction fees. As of spring 2022, there’s a 1.9% fee, plus $0.10, per transaction. For example, if a merchant receives $100 from a customer, Venmo would take $2 of the payment, resulting in the seller grossing $98.

3. ​​Online payments and e-commerce

Customers who primarily shop online may opt for mobile payment options that expedite the checkout process. Here are common e-commerce payment methods.

PayPal

One of the most well-known and highly-rated payment processors, PayPal is accepted by more than a million companies and websites worldwide. PayPal offers a large selection of features, including QR code transactions and an invoice generator, but the commercial transaction rates can add up for a small business.

Stripe

This payment solution serves Fortune 500s and startups, providing businesses with assistance for financing, managing business spend and more. The pricing and fees at the time of this writing include a 2.9% fee plus $0.30 per transaction for successful credit card payments.

Expand your customer reach with social media marketing

Before processing any credit card transactions, you first need a solid social media marketing strategy to reach potential customers. Create and manage a business profile on social media platforms like Facebook, Yelp, LinkedIn, Twitter and Instagram. 

Staying engaged on social media provides a unique opportunity to interact with your customer base and listen to feedback. In addition, you can publish posts advertising your products and services, as well as promote special deals or sales. This makes it easy for your existing audience to share your posts with friends and family who may become new customers.

Take advantage of Broadly’s mobile payment options for small businesses

Simplify the process of setting up and accepting mobile payments with Broadly. We offer an innovative payment solution that helps your business streamline the invoicing process by emailing or texting customers directly. 

Broadly empowers business owners to get paid faster, improve the customer experience with instant chat options, and manage online reviews across platforms like Facebook and Google.

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