Help Paying Bills
I have two ways to help you pay your bills. I can set up a check run ready for you to print from QuickBooks Online, or I can help you use Bill.com to handle the complete payment process. 1) You can send me your bills through email or my favorite app: Hubdoc, and I can set them up in QuickBooks as bills to pay or checks to print. Hubdoc allows you to send me your bills by snapping a picture with your phone without even having to name it or take any action to send it. After
Knowify for Construction Management
Need progress invoicing, detailed job costing, scheduling, and budgeting? Knowify is affordable and works well with QuickBooks Online. Your project managers can use Knowify without needing to access QuickBooks and your accounting data. I can help get you set up and do a trial run to see if Knowify (or similar software) will work for you. After you are up and running, I can monitor it's sync with QuickBooks. Knowify features: Bids and progress invoicing, including AIA st
Insightly CRM - Affordable and Basic
You may want to keep track of sales leads and interactions with people before they become customers. Customer Relationship Management (CRM) software can help you keep up with follow-ups. Most CRM software also helps with project management - allowing you to schedule and track multi-stage projects and collaborate with co-workers. I use mine to create a "to-do" list of recurring tasks for multiple clients and to keep a record of my interactions with them in one place. There
T-Sheets - Time Tracking
T-Sheets is a highly rated app that's easy to use, inexpensive, and it tracks time by user and project. Push a button on your mobile device or in your browser to clock in and out, switch projects, take a break. It sends you reminders to clock back in after a break. It tracks overtime, vacation pay, and sick pay. A crew lead can clock in a whole crew. It has GPS location tracking - you can even see the path your employee took to get to a job! The time pushes to employees
Mileage Tracking
You really need a good cheap mileage tracking app if you deduct business miles. I have tried Mile IQ and Triplog for Android and I like them both. Mile IQ does fully automatic drive detection. After you've been out driving, swipe the drives right for business and left for personal. It's really easy, and it's free for the first 40 drives a month ($5.99/month for more). You will have to go in and name your destinations, but it learns. E-mail yourself the report at the end