Tired of Faulty Staff Reports? Turn to Digital Forms Instead

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If your business has a central location but your staff is on the road constantly, digital work forms for ordering, reporting, and for other information are best. These forms are great if you want to make billing and reporting easier, if you can’t rely on your employees to keep track of all their documents and to turn in all receipts, and if you want to make things easier for your office staff. Here are a few things you want to look for when choosing software for online forms.

Utilize Online Billing
Since your employees are submitting documents and bills online to a server, your clients or customers should also be able to pay their bill online. Look for a software that allows you electronic organization and automatic or online payments, so that your customers can easily pay from their home computer or smart device if needed with a card. This reduces the chances of lost cash or checks.
Get Automatic Efficiency Reports
The software you choose for your electronic forms should provide efficiency reports. These reports should show you what you made on each job, how much you profited each month, which employees are bringing in the most revenue and more. When you have a program that compiles all this information for you it’s easy to see who is the most efficient worker, and where your business is losing money.
Customizable Documents
The documents that your staff needs to fill out online should be customizable, so you can create documents that help your business the most. You should be able to make it so the staff can just click boxes with their fingers on a touch screen and select options, instead of having to type or write a lot. You should be able to work with the software program to create documents that are specific to your business and needs.
If you think your staff would be better at completing their paperwork if they had digital forms on their smartphone or a tablet that were easy to fill out, it’s time to choose a software provider to get started. Once your staff members submit the files you can go through the online server to review everything, to check to make sure all the documents were filled out correctly, and to see what is going on with business and clients. Find the right software program to improve your workers efficiency and production. There are additional resources at ProntoForms, which may help you learn more information.

How Digitizing Paperwork Can Greatly Enhance Productivity and Efficiency

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For a business that has techs working out in the field day and night, it can be a tremendous hassle to keep track of all of that paperwork. Various documents, HVAC forms, contracts, and other important information can be lost or damaged if it is only kept on paper. This can lead to payment disputes and worse. Therefore, many HVAC service and installation companies have moved their paperwork to the digital realm. This has been shown to have many positive impacts on a business, and ultimately leads to higher profits and less stress.

No More Lost Paperwork

Lost paperwork can be a tremendous hassle for business, and it is a fear that many small business owners have. Moving to storing paperwork in a digital format can remove this fear and allow business owners to do what they do best, which is provide goods and services. An HVAC technician shows up to a job site to do repairs and installations, not to juggle paperwork and keep track of forms. By taking care of the paperwork online, the technician is able to use their time in an efficient manner, cutting labor costs and returning real profits to the business.

Productivity and Stress Reduction

When it comes to on the job productivity, stress can be a major drain. This stress leads to worker turnover, project mistakes, and more. The prudent business owner will take steps and establish systems that keep workers productive and stress-free, since this strategy is best for workers and best for business. Automating paperwork and moving the process online reduces stress for all parties, and keeps work flowing smoothly. The technician is able to focus on their job, and management has a clear trail of records when it comes time to submit the bill.

Online Accessibility

Digital files have another advantage over paper, in that they can be accessed online twenty four hours a day. They can be instantly uploaded and recorded, without the need for a technician to bring them back from a job site. This adds another layer of security and ease to the paperwork process. Additionally, these ease of access can help workers and management quickly view files and address any concerns. When it comes to paperwork and the need for file management, online hvac forms and billing are the way of the future. Your business can say goodbye to lost paperwork, billing disputes and say hello to worker productivity, ease of use and a stress free workplace.