Invoice management tips for field service personnel

There are several ways to ease the tension of this moment and make field service profitable. We recommend you build your mobile business around the following principles:

Get paid on the spot
Build your own product catalog
Send digital receipts
Use a central hub
Don’t pay extra for hardware and monthly fees
Do your own analysis

The answer is to download an affordable and easy-to-use mobile point of sale (POS) app that includes invoice management features. These options make it easier to get paid, build a customer base, and move to the next job.

Mobile POS and invoice management

Mobile POS puts advanced sales software onto your phone’s home screen. Modern POS solutions use a card reader that uses cash, card and digital wallet payments anywhere you have a signal. They also include tools like digital invoicing, product management and sales analysis that help provide service wherever customers need you.

With an easy-to-install download, you can have a complete mobile business in the field within days. This extends your reach out to the most profitable parts of your potential base.

1. Get paid on the spot

Mobile POS puts several payment options in front of customers, making payment easier on the spot. In addition to accepting several payment types, you can also introduce tax support, discounts, loyalty incentives, as well as refunds. All payments are protected by the latest in security and encryption, all with a cashless customer experience.

Mobile POS makes it easier to concentrate on the next job knowing your business is growing.

2. Build your own product catalog

Your business is essentially made up of two things: what you offer, and how well you perform it. Using a mobile POS app lets you create and easily update a comprehensive catalog of your products and services. Some apps will let you carry up to 100 unique entries—more than enough to help you track your stock.

Take care to work and rework this catalog as a living representation of your business.

3. Send digital receipts

Paper has become Public Enemy No.1 in the modern digital age. Since the move to smartphones, everyone stores their information online, ready to be called on at a moment’s notice. This is especially true in business.

If you upgrade your invoice management to a digital solution, you can interact with customers more easily. You can issue digital receipts that create an instant link with customers, while simultaneously locking away a transaction history forever. In an era where relationships flourish online, every digital receipt is a new way to talk to your customer. This reassures them you can be trusted, and save your business name into the most important personal device they own.