Despite being the default program businesses use for accounting, QuickBooks could be bogging down your field service company’s processes, dampening productivity, and wrecking opportunities to bring in higher revenue. Luckily, those businesses that recognize there’s a better path can cut the dead weight now and race ahead of the competition.
Wondering how to know if QuickBooks is holding your field service company back? These are the five signs indicating you need to ditch QuickBooks for an all-in-one program.
Despite its popularity, pinning your business’ most critical financial operations on QuickBooks can cause massive problems—especially in a field service industry that relies on clear reporting. Wondering if your business needs an upgrade? Here are five signs it’s time to drop QuickBooks for Cloud Financials and all-in-one software:
Growing businesses don’t have time to enter and manually transfer data from one system to the next. Unfortunately, that’s exactly what QuickBooks forces you to do. Not only do employees waste time as they move and input data, but those moves lift the potential for costly errors.
The alternative?
Cloud Financials and all-in-one software safeguard against these hazards by streaming your data into a single hub. That cuts out the manual entry step, makes it easy to track down and export data, and removes the element of human error that plagues manual entry.
If your purchase orders, sales entry, or invoicing is running off QuickBooks, it could be burdening both employees and customers. Every second your employees spend typing info into invoices is time pulled away from progress. Worse yet, employees lose more time as they transfer sales data into separate sheets—leaving errors sprinkled along the way.
Those errors and wait times are passed on to the customer, who loses even more time when questions about invoicing errors pop up. It’s all a dangerous recipe for upset customers and frustrated employees.
You likely already know that customer service can make or break your field service operation. What you might not realize is that QuickBooks is setting up your team for customer service disasters. It’s because QuickBooks wasn’t designed to churn out real-time data.
Because QuickBooks data is difficult to track down, your customers are left waiting on hold as employees search for order information or invoicing details. Even worse, enterprise organizations may need to scour multiple departments to answer customer questions. As your customers wait, their frustrations rise, as do their odds of churning.
When you’re relying on QuickBooks, it’s nearly impossible to gaze across the full scope of your business. When the business grows, it’s easy for financial information to fragment between those departments that use QuickBooks and branches that have scooped up different software solutions.
The problem?
First, those discrepancies in manual reporting cause errors. Second, your leadership and management teams have to scrape up data from throughout the organization and try to piece together a complete view of the business’ performance.
On the other hand, Cloud Financials and all-in-one software streamline information and give leaders a holistic view of business operations, saving managers time and eliminating computing errors.
Your financial employees specialize in numbers; they shouldn’t have to become technology experts too. Yet, when they end up with piecemeal solutions, such as QuickBooks, they spend the day jumping between spreadsheets, multiple logins, and different software.
As your field service company grows, managing those systems can be overwhelming. Errors are inevitable when employees have to learn and hop between a handful of programs.
Cloud Financials and all-in-one software funnel financial info into clear dashboards. Beyond solving the problems that arise from QuickBooks-based businesses, Davisware’s all-in-one software takes your field service business’ accounting capabilities a leap further. Here’s how:
Davisware software is all-in-one and built to help you refine processes, simplify accounting, and scale. Want to see how Davisware’s field service management solutions can elevate your business? Schedule a demo today and get an inside look at the best software to fit your company’s needs.