You can also drill down into the detail of any past work orders or quotes for reference. Plumbers Pack’s design eliminates the need to search through multiple menus to quickly find what you are looking for. The Service/ Installation Scheduling module allows the user to quickly find any QuickBooks customer and review their complete customer history on one screen.
#Invoicing software for plumbers software#
Plumbers Pack Software for QuickBooks Provides Four Main Modules With It’s Connection to QuickBooks Software This streamlines your entire office operations process. With Plumbers Pack you are able to continue using all of your familiar QuickBooks accounting processes &with the added convenience of tracking customer job locations, work order and equipment history, preventative maintenance reminders, customer quotes, and scheduling. Plumbers Pack Software eliminates the typical duplicate entry issues that tend to waste valuable time by owners and their employees. Plumbers Pack links seamlessly with the popular QuickBooks Software to provide a simple-to-use and easy-to-learn solution for quick customer history, quote preparation, work order scheduling and advertising/ marketing. Plumbers Pack Software for QuickBooks is designed to address the unique needs of the residential, commercial and industrial plumbing service company. Adding a mobile paperless solution for the service technicians would also help to streamline the operation. Anyone can quickly review any of these scanned and electronic documents. Plumbers Pack is designed to pull all of these documents together into one location: the customers history screen. A typical job might have vendor documents in email folders, Word, Excel documents and pictures in different areas, with appointments scheduled in different Outlook folders or Google calendars. Tracking customers paper forms and electronic documents. What about the demand for a more “paper-less” or “paper-lite” office? This seemed to be another challenging area for most plumbing service businesses. The software is a uniquely designed service operations software solution which provides an all-in-one plug-and-play solution seamlessly integrated to your existing QuickBook’s customers and jobs.
Plumbers Pack Software was designed to meet that specific need. The workflow process starts with the initial customer call or sales opportunity tracking all of the customer communications and history flowing the service and installation paperwork through the quoting and proposal process allowing purchase order to be created seamlessly in QuickBooks and finally tracking the work order schedule on a calendar with the ability to create the billings inside QuickBooks rather than requiring another accounting software program. To tie the whole business operation together, QuickBooks needed additional functionality. QuickBooks software seemed to be meeting the needs of the accounting department but there were too many office and field functions that were operationally disconnected with enormous duplication and overhead requirements. Early on, we learned that most plumbing service businesses use QuickBooks and Microsoft Office products like Outlook, Word and Excel to run their business.
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