Keep track of your clients

[Pinosan]

cost?

30 for a lifetime

 

[crash1big]

Right now I just enter all my client info into excel.

Can anyone tell me why Quickbooks would be better?

QB has all the regular accounting features plus we can email invoices from the program, do direct deposits, we can receive payments by CC or invoice. We set up reminders in QB to alert us when to send out mailings too. Like reminder cards, or if a bill isn't paid in a given amount of time.

For me QB allows me to see the numbers like on the monthly P&L. I can also flash an accounts copy and they can do corrections for me and then I can plug it into my system. The accountants copy allows them to do my taxes too.
I have four companies, and each company is kept separate within QB.
Depending on the version; there is the ability to track inventory and do POS.

There is a lot more to it but these are some of the features I use.

 

[Artie09]

Not yet


Not necessarily true.

And this is what has me a little on edge.
Don't want a company to have full access to sell any of the info I put down on it

Counterproductive man!

 

[Pinosan]

And this is what has me a little on edge.
Don't want a company to have full access to sell any of the info I put down on it

Counterproductive man!

mark my words in a few years that company will be just like thumbtack and home advisor.

 

[Prosteam-sonomacounty]

And this is what has me a little on edge.
Don't want a company to have full access to sell any of the info I put down on it

Counterproductive man!

Wait until you've got all the details sorted out Art....
You should build a good postcard campaign ready for launch in 2020....

 

[bob_rugratz]

After features, I am all for minimal clicks. Especially when going to next job. I absolutely loath. having to click through a bunch of unnecessary crap every job. Has to be integrated with maps. That's a definite .....Day, customer, take me to! oh and tell them i'm coming ! I been using a app that I can just click directions and it inputs customers address into maps instantly, for about 3 years. but it's just scheduling software. I see CF does this now. These guys are getting some good stuff in there.
When i'm done with job. Last thing I want to do is sit in the driveway. But I also want to know which way to go before I squeal out of the driveway!. A feature like a big NEXT button that just goes right to maps with directions ready to roll to the next one. would be cool AF!

 

[Dafloorman]

Subscriptions, subscriptions, subscriptions!!! I stopped 2 companies last month from taking my hard earned money EVERY month! My web guy hates this idea of anything monthly, if you just pay one set up fee, then different story! And he said don't waste your money, many programs/software is free!

 

[Gasoline]

cost?

34/month.

 

[rob allen]

HCP here

 

[Artie09]

Subscriptions, subscriptions, subscriptions!!! I stopped 2 companies last month from taking my hard earned money EVERY month! My web guy hates this idea of anything monthly, if you just pay one set up fee, then different story! And he said don't waste your money, many programs/software is free!

But then you don't have access to the updates?

 

[Artie09]

34/month.

Ok last night I read the whole website
Liked the message entirely

Customer factor it is

Pinosan has scared me to much with hcp lol

 

[Pinosan]

Subscriptions, subscriptions, subscriptions!!! I stopped 2 companies last month from taking my hard earned money EVERY month! My web guy hates this idea of anything monthly, if you just pay one set up fee, then different story! And he said don't waste your money, many programs/software is free!

The problem is they come to tell you "their mirrors are better than you diamonds" and most buy that crap. If you explore Google Apps or I cloud, in depth you will notice that you have all you need and more within those applications EVERYTHING

 

[rolandal]

Those this program keep your client info, if you decide to stop using it down the road for whatever reason?
Do they market to your list?

Nope.

Here is the statement from the terms of service:
Customer Data
Individual customer data entered or imported by the Pro shall remain the property of the Pro. HouseCall will not market to a Pro's customers without the consent of the Pro.

http://tryhousecall.com/terms_pro

 

[rolandal]

Pinosan has scared me to much with hcp lol

 

[Barry C]

cost?

$34.95 per month.

 

[Jimmy Hitt]

Just sign up for it since it's free for owner operators

I'll see what's up
I do like the customer factor.

I'm leaning towards that one

Why not service monster? I personally didn't care much for customer factor, but I had used SM two years prior so had different expectations. My only hang up with SM is the cost vs everyone else, but I believe they lowered their start up price to $199, then $80/month...plus whatever for the cards. I've spoke to several who spend $200-$250 a month for subscription + reminder cards. Which is where I'm desperately lacking with remarketing.

I admit tho, TCF is probably better bang for your buck, but I want the best option with this decision, whatever the cost.

 

[aloha one]

Why not service monster? I personally didn't care much for customer factor, but I had used SM two years prior so had different expectations. My only hang up with SM is the cost vs everyone else, but I believe they lowered their start up price to $199, then $80/month...plus whatever for the cards. I've spoke to several who spend $200-$250 a month for subscription + reminder cards. Which is where I'm desperately lacking with remarketing.

I admit tho, TCF is probably better bang for your buck, but I want the best option with this decision, whatever the cost.

Merry Xmas Mista Hit! Did you have a GREEN Xmas?

 

[rolandal]

Why not service monster? I personally didn't care much for customer factor, but I had used SM two years prior so had different expectations. My only hang up with SM is the cost vs everyone else, but I believe they lowered their start up price to $199, then $80/month...plus whatever for the cards. I've spoke to several who spend $200-$250 a month for subscription + reminder cards. Which is where I'm desperately lacking with remarketing.

I admit tho, TCF is probably better bang for your buck, but I want the best option with this decision, whatever the cost.

You should check out HouseCall Pro, at least do a 1:1 Live demo to see the walkthrough. It's significantly cheaper, and more mobile + remarketing features. Just go to: http://www.tryhousecall.com/tmf

 

[Artie09]

Why not service monster? I personally didn't care much for customer factor, but I had used SM two years prior so had different expectations. My only hang up with SM is the cost vs everyone else, but I believe they lowered their start up price to $199, then $80/month...plus whatever for the cards. I've spoke to several who spend $200-$250 a month for subscription + reminder cards. Which is where I'm desperately lacking with remarketing.

I admit tho, TCF is probably better bang for your buck, but I want the best option with this decision, whatever the cost.

The re marketing is one of my main goals this year. I have no system in place.

I need to start hitting up old clients and keeping in contact every month or so

 

[JC Upholstery Cleaning]

You should check out HouseCall Pro, at least do a 1:1 Live demo to see the walkthrough. It's significantly cheaper, and more mobile + remarketing features. Just go to: http://www.tryhousecall.com/tmf

I took this advice and had the demo yesterday, and I'm pretty impressed. Google calendar is great, but I also am looking for remarketing. HCP charge 0.65 per postcard, which is extremely reasonable. And, I love the texting feature, the invoices. It puts everything in one place for me, which is a huge plus.