Job Management – It Really Will Save You Time and Money

Finance & Insurance

There is a range of cloud-based tools to make it easier to manage jobs better, get paid quicker and run your business smarter. The good ones integrate into your accounting software too, so you get multiple benefits from them.  Gone are the days of scribbling job details on yellow sticky notes to get lost.

A good job management tool will allow you to:

1. Quote for new work
2. Manage quotes and prospects
3. Turn quotes into jobs
4. Allocate specific resources to specific jobs
5. Manage your resources
6. Track time input on jobs
7. Invoice instantly, instead of doing separate accounting transactions when you can make time.
8. Invoice for work stages

There are other advantages too:

• Integrated, immediate invoicing means you get paid faster.
• With the ability to invoice in stages, your cash flow will be more even
• With better time tracking, your quotes will get more accurate and your profits will improve.
• With better time tracking, you’ll be able to manage your business and your people better and improve your productivity.
• With better job visibility, you’ll be able to plan more effectively and deliver more reliably.

Two tools that are worth looking at are:

1. WorkflowMax is an all in one job management system that integrates with accounting software. The tool works really well with businesses that bill by time such as professional services. It includes leads, quotes, time tracking, job/project management, invoicing and reporting.
2. ServiceM8 manages any field based service business such as trades and integrates to accounting software. This tool keeps track of jobs and the work process from quote, scheduling, emails and texts to job completion and invoicing.

Do you currently use a job management tool to manage jobs in your business?  If you do what tool do you use and how effective has it been?

Would love to hear your thoughts.