Invoicing/ paperwork on site

[Gazthesparky]

Hey

Looking for ideas / suggestions of how people deal with attending jobs straite away and dealing with paperwork

I.e. Say someone phones up asking to change a socket that day. I tell them my prices verbally over the phone and then go to site.

I then have a callout form which I hand write and get them to sign to say they agree to the charges before I start work.

I then have copy's of blank invoices which I hand write to give to the customer. If they pay that day I write paied on it and leave it with the client.

Looking for suggestions on how to automate it ect. Thought about getting a cheap printer to type it up and print out on site I've got an inverter in the van

Been looking at the apps that are available but I don't want to pay subscriptions ect.

Installation work is fine I email invoices over from home just thinking more for small callout jobs which are hovered up in 1 visit

Cheers

 

[Octopus]

I send the invoice later....

 

[Andy78]

I send the invoice later....

Me too. Usually get the customer to text me their email address then include it in my nightly/weekly paperwork.

 

[Octopus]

I find using the calender on my phone to log the time at the customers helps too!

 

[Andy78]

I find using the calender on my phone to log the time at the customers helps too!

Great minds ......

Sometimes that's the only way I remember what I did last week, lol.

 

[Octopus]

My calender on my phone is linked to our Ipad and my laptop so its easy to keep up to date and the misses can see where I am too!

 

[Andy78]

My calender on my phone is linked to our Ipad and my laptop so its easy to keep up to date and the misses can see where I am too!

You mean the misses can see where the diary says you are