With today’s technology, we’re able to do so much more by web and smart devices. You can save time (and not worry about forgetting), if you can jot down notes or handle details quickly. However, for many, QuickBooks is still in the office. When looking at add-on products, BE SURE to check which version(s) of QuickBooks they integrate with as well as just what syncs (and what does not). So here are some task-specific products that work with QuickBooks you can use away from the office saving you time and sanity!
Mobile Lead Tracking (CRM)
Use your smartphone to enter new leads or to add notes when you’re meeting with them with Method CRM. This is a product I use, too. You can assign tasks to staff and have reminders sent out. You can easily look at a list of leads and opportunities when away from the office. If a lead becomes a customer, with a click of a button you can sync with QuickBooks! – free 30-day trial
Industry-specific products also often have a CRM component to them. Some that my landscape clients use include CLIP, HindSite, LMN, and Service AutoPilot.
- Method CRM – With Method CRM, you can also invoice from your phone, tablet. You can use the customized invoice templates you have in QuickBooks. You can also check on customer balances. free 30-day trial
- Bill & Pay– I love Bill & Pay (as do a few of my clients) for many reasons (integration with QuickBooks is one), but it does so much more.
- You can access Bill and Pay from the web (from a tablet or laptop, but probably not good with your smartphone) or from the Bill & Pay Desktop Manager. You can create invoices in Bill & Pay that will later sync with QuickBooks, which is great for when you’re not in your office or in QuickBooks but want to get an invoice out the door! Bill & Pay also has an auto-reminder for almost due and past due invoices, which definitely help saves you time with collect.
- Your customers can pay you from their mobile devices. AND, they can pay without creating an account. However, if they do set up an account, they can then see their payment history as well as pay multiple invoices with just 1 payment. Click here for more information on this product and free trial. Be sure to use my invitation code muirassoc.
Intuit Payments has the best integration with QuickBooks (making bank reconciliations easier), NO contract and has made lots of changes to their pricing so I always suggest trying Intuit before going elsewhere. You get lower rates when you go through us rather than contacting Intuit directly, so let us know if you want to give it a try.
With Intuit payments, you can process checks (ACH) or credit cards. And using their GoPayment (included with your payment account), you can swipe the card with your smartphone or tablet (no waiting for the “check is in the mail”) and you get the lower credit card processing rate. Click here to see how it works
Or you can access your merchant account online to charge a customer’s credit card or their check information.
As a ProAdvisor and Premier Reseller, we’re able to get our clients lower rates with Intuit’s merchant services than if you contact Intuit directly. We can also help you get it setup and show you how to use it if you need.
Mobile Time Tracking
Having entered timesheets for landscape crews years ago, I can’t stress enough just how much time is involved when you do it manually vs. using mobile time tracking – not to mention that you prevent time theft (whether intentional or not). So, it’s definitely worth your time to check out your options.
There are lots of products out on the market nowadays that integrate with QuickBooks. Often industry-specific works best because they understand your needs and how your employees work. Industry-specific often includes other features, like CRM, estimating, scheduling and additional reports. Some that my landscape clients use include CLIP, HindSite, LMN, and Service AutoPilot.
If you’re not ready to sign up for industry specific, then at least for the short-term, take a look at TSheets – they have a 14-day free trial (let me know so I can get that moved to 30 days so you don’t spend you trial just getting setup) and you get a 10% discount off your first year when you go through Muir & Associates. Be sure to use my invitation code muirassoc if you decide to try TSheets, so you save on your first year
If you have questions about these products or wish I discussed other mobile products, let me know! So what are you doing out in the field that you have to wait to enter until you get to the office? Perhaps there’s a solution for you.