Bye, Bye, Bye To Stone Age Processing

January 23, 2015

9:53 AM

I was in the gym listening to some older 1990's tunes and one of the songs was "Bye, bye, bye" by the group N Sync. Then I thought instead of N Sync, QB Sync (or QuickBooks synchronization), saying:

Bye, Bye, Bye To:

* Sticky notes, lost note pads, the white boards, various has been aged processes in assigning work orders.

Hello, Hello, Hello To:

*Digital Dashboard with drag and drop features for tech assignments. Looking at a screen that has google maps integrated to determine which qualified tech is closest and when they would be able to be at the customers site.

Bye, Bye, Bye To:

* Clerks spending hours on attempting to read hand written notes on what was done. Going back and forth with the technician on what they wrote. Also discussions back and forth on what was done at the customer's site last and having to find the paper work in the file cabinet, in which not all files have been properly filed back. Then once that is complete, the clerk can send an invoice to the customer for payment.

Hello, Hello, Hello To:

*Tech can see on a mobile device either IOS or Android based the work orders that have been done for the customer. Also what equipment is at the site and what type of service may be needed and if they have a service agreement in place. Then the tech can record what service is being performed and take a signature from the customer on the mobile device. Also, the tech may create an invoice on site and take payment right away.

Bye, Bye, Bye To:

*Tech trying to remember when he started and stopped and when he took lunch, then filling out a time card. Again a clerk trying to read the archaic paper document in order to process payroll.

Hello, Hello, Hello To:

* Mobile device is recording the travel time, job site time, lunch and breaks. Then it downloads this information into QuickBooks weekly timesheet to process payroll.

These are just a glimpse of the bye, bye, bye processes that can be done away with by the new and 21st century technology software by Intuit. Using Intuit's Field Service Management software allows you to say goodbye to old inefficient processes with new innovative technology that reduces labor time and thus helps to get more jobs done, get paid faster, and streamline payroll.

James Cliame, is a member of the Intuit Trainer/Writer Network, owner of Intuit Premier Reseller NetResult and Principal at QuickBooks Inventory Guru. He is also the Group Leader for the National Advisor Network San Diego Group, an inaugural member of the NAN Institute and an Intuitive Accountant Top 100 ProAdvisor.

Comments (1)

Comment Feed

Where can I give feedback to Intuit/Quickbooks management and not Techies

Yes it’s true; technology is here to stay and is ever changing and business owners must keep up. But one must remember 20 plus years ago QB buried Peach tree and other software companies by offering software easier to learn and manage and with less expense than most software. Now you are saying get off or get on with no in between or growth period. Technology has made "amazing advances in a short amount of time” you say and there definitely are businesses or corporations that can benefit from all the technology. But how about the boat dealer that only keeps fifty boats in inventory who just wants to use Premier. What about the client that makes custom front doors but sales the doors before he makes them and only buys the raw materials when doors are ordered and he's ready to make the door. How about the small restaurant who only needs occasional support or at year end as long as the accounting is KISS. Remember the boutique shops that already have a retail specific POS that manages Inventory and they don’t want to change to QB POS but they want QB general ledger, accounting/financial preparation. Or the man that 15 years ago started selling sports memorabilia out of his garage who does all his own marketing, purchasing, selling and accounting still out of his garage and makes a dang good living? The same man that says to me when I try to show him something new in QBs - “I ain't no accountant and don't need one." The smart generations of past entrepreneurs who you’ve learned so much from will tell you to expand your market providing more technology to those who need or require it. But they would also tell you to expand while maintaining the core market that made you who you are and probably still is a large hunk of your reliable income. The world is changing fast and techies are VERY important as is online capabilities but you are leaving behind successful customers like Fifis Fine Resale Stores selling pre-owned designer clothes. The franchise requires she use software they provide that’s specific for consignment shops but she LOVES QB for management, audit and financials. AND then there’s the synagogue that has a volunteer member keeping their books on QB. You've left behind small startup businesses with little capital at a time when the economy tells them to be fugal. In the past I've convinced clients to buy QuickBooks for startup rather than a more sophisticated software; suggesting this would allow them to determine what they need in an accounting software before jumping into something more expensive which may not be suitable for their business environment. Almost all of those same clients that I sold QB in that manner 10-15 years ago still use Quickbooks or Enterprise. You were the advocate for the small businesses that are the backbone of US economy but now you want to leave them behind for the techies that don't understand what they encounter. And what about accountants such as me that worked with you to help little businesses?

Nancy STrasser more than 9 years ago