How to keep on top of your paperwork when you are working in the field

As a tradesperson, paperwork can be a tough nut to crack. Managing invoices, quotes, job details, and other essential documents can be time-consuming. But with the help of technological advancements, there are now convenient and efficient solutions available to streamline your paperwork. This blog post will explore simple ways for UK tradespeople to stay organised with a special focus on Powered Now, a job management software that could revolutionise your business.

Go Digital with Job Management Software

One of the easiest ways to keep your paperwork in order is by embracing job management software like Powered Now. This all-in-one job management app offers a comprehensive set of features tailored specifically to the needs of tradespeople. Powered Now allows you to create professional quotes, invoices, and estimates effortlessly, even while you're on-site. The software integrates seamlessly with popular accounting platforms, like Xero, reducing the need for manual data entry and minimising errors.

With job management software, you can easily access all your important documents and client information from any device with an internet connection. It enables you to schedule jobs, assign tasks to your team, and track progress in real-time, ensuring efficient communication and coordination. Additionally, you can store and manage your supplier invoices, receipts, and other essential paperwork securely within the software, eliminating the risk of misplacing important documents.

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Capture and Organise Your Finances

Tradespeople frequently encounter expenses while working in the field, such as materials, equipment, or fuel costs. Instead of dealing with a pile of crumpled receipts, consider using apps to capture and digitise your receipts instantly. 

Utilise Cloud Storage and File Organisation

Cloud storage services offer a secure and accessible way to store and organise your paperwork. With cloud storage, you can access your documents from any device, making it convenient to share files with clients, suppliers, or your team members.

With Powered Now you can keep all your documents and communications with customers in one place!

Automate Reminders

Late payments can disrupt your cash flow and create unnecessary stress. To avoid this, consider using invoicing software that enables you to automate invoice reminders. Powered Now, for instance, allows you to set up automatic reminders, sending gentle prompts to your clients when payments are due. This reduces the need for manual follow-ups and helps ensure timely payments, keeping your business finances in order. You can also set up reminders for when your certificates expire.

You can remind your customer a little before just to make sure you win the work back for the following year. You can send it via email, text and notifications.

Wrapping up

Keeping on top of paperwork doesn't have to be a burden for tradespeople in the UK. By leveraging technology and implementing efficient practices, you can streamline your paperwork and focus on your core business activities. Job management software like Powered Now provides a comprehensive solution to create quotes, invoices, and manage tasks seamlessly. Additionally, utilising cloud storage, automated reminders, and maintaining a disciplined approach to document management will further simplify your administrative processes. Embrace these easy ways to keep your paperwork organised, and watch your productivity and efficiency soar.