1. Welcome to PlowSite. Notice a fresh look and new features? It’s now easier to share photos and videos, find popular topics fast, and enjoy expanded user profiles. If you have any questions, click HELP at the top or bottom of any page, or send an email to help@plowsite.com. We welcome your feedback.

    Dismiss Notice

Customer Billing Invoicing App

Discussion in 'Business Fundamentals' started by cjames808, Dec 18, 2015.

  1. cjames808

    cjames808 Junior Member
    Messages: 10

    Hey Guys :waving: , I am new to the Snow Removal business this year, GREAT START LOL! However I operate a successful small Party Equipment Rental Business April-November.

    I have seen the way my Dad runs his snow removal business and he spends ENTIRE DAYS billing for 30-40 accounts! CRAZY, I see this is pretty common with many though. All the handwriting and transferring information is a TIME SUCK to me.

    My party equipment rental business uses a Customer Relationship Management application that automates a lot of traditional paperwork. I can do it all off my phone if needed. It shows bookings, quotes,contracts and signatures, payment tracking, schedules, ROUTES, sales and much more and it s FREE to a certain limit.

    I am working with some designers/programmers to develop a Web Based Snow Removal Customer Management Application that is easy to use and Automates as much as possible.

    If you had a pick what would you like to see in such a program?

    Some main features include:

    Customer Profiles
    Billing and Invoicing(automated payments and bill tracking)
    Digital Contracts with Digital Signatures
    Make and Sign Contracts on the Spot in Person
    Automated Email
    Employee Time Tracking and Alerts-Mobile App with photos
    Mapping and Routing
    Sales Charts
    Tax Cloud- Automated tax payments
    Contracts with Digital Signatures
    Alerts(payments,employees, weather events)
    Contact Form for your website
    Google Voice Tracking(logged when a customer call/texts you)

    Let me know what you all think.

  2. ThatGuySnowPlow

    ThatGuySnowPlow Member
    Messages: 60

    You can pretty much do everything like I do with quick books!
  3. cjames808

    cjames808 Junior Member
    Messages: 10

    I am aware of Quickbooks, FreshBooks is a higher tech more user friendly friendly.

    I am looking to make the business operations from:
    writing a quote->signing contract->scheduling/routing->logging time/photos/job/application materials on site live->automatically creating bill with the app->payments tracked->receipts emailed->sales charted->taxes automated

    All able to be done on phone/tablet/pc. Routes, invoices, contracts, etc all printable on paper for Ol Fogeys! I still print the routes out to cross them off and make notes.
  4. Yeti-ST

    Yeti-ST Junior Member
    Messages: 9

    We've built it. We've released the mobile app for Android and iOS. Search for YETi Snow Tracker and download it. I can then set you up with a beta account for your dad's company. The web portal allows you to enter clients, sites, drivers, equipment, service types, routes, subcontractors etc. Each driver's records from the app get sent in to the dashboard and once approved are ready to invoice. We've automated billing with XERO.com at this point as that is the accounting system we use. Freshbooks has an API that would be easy to work with as well. Let me know if you and your dad want to give it a try.
  5. ktfbgb

    ktfbgb Senior Member
    Messages: 350

    Try out service autopilot. Looks like it does everything you need.