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Digital Invoicing Best Practice

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Pops shares a Helpful Tip when Invoicing Customers, and how to make transactions smooth as possible

What happens here

The contractor explains a tip for residential contractors (plumbing, HVAC, electrician, etc.) who deal with residential customers. The tip is to send the invoice directly to the customer's phone via an app while the contractor is still cleaning up after the job. This allows the customer to review the invoice and make a payment through the app, without the need for a physical clipboard or awkward waiting. This approach helps workers focus on their technical tasks and ensures payment is handled efficiently without needing to handle physical paperwork or wait for checks.

Goal: Efficiently collect payment from customers.

Tools and materials

  • Digital Invoicing App — To generate and send invoices and process payments
  • Smartphone or Tablet — To send digital invoices and receive payments

What they say

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So, if you're a residential contractor, plumbing, HVAC, electrician, whatever, and you have to deal with residential customers and collecting and invoicing, as you're cleaning up, when you're finishing your job, you can say to your customer, "Hey, Mr. Customer, uh, the office just notified me that they sent you the invoice. It's directly to your phone. Please take a look at it while I'm cleaning up. If you have any issues, let me know. Otherwise, you can just click to pay right on that app. I'll be right back. Cleaning up. This guys just takes away that awfulness of going up and handing someone a clipboard, okay, for thousands of dollars or whatever it could be, and you want them to write a check and you're there and they're looking at the invoice. Why not have it already on their phone so they can review it while you're in your van cleaning up? The guys that we send out to do work that work for us, one of the reasons why they work for us is because they don't want to deal with customers. They don't want the aggravation. They're not entrepreneurs. They're electricians. They want to do their work and they want to go home safely. So, it's always difficult to train them how to be polite, how to collect the right amount of money, not to be embarrassed. So, this is not a sales video. Please watch this video. This is just tips, father and son. We just did something together and I thought, let's share this with the rest of the electricians out

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