The Process is Supreme… Until It Isn’t

The key to designing a great workflow for your company is making it consistent and repeatable for every job. This creates the “groove” where your staff becomes accustomed to completing the steps  in order to accurately and efficiently complete a job.

Below is a simple, but typical workflow to manage every step of a roofing job.

Simple Roofing Workflow

However, not every job is the same and a manager may need to deviate from the standard workflow. The reasons for this are numerous but we see deviations due to job type (i.e. retail vs. insurance), unexpected trades, or even because of an opportunity to capture market share (i.e. your company is the first one in a “honey-hole” cul-de-sac).

With Contractor’s Cloud, we make it easy for a manager to take the workflow in a different direction with our “Questions” criteria. Below you can see the simple question of “Is this an insurance job?”.

If the sales representative answers “yes”, additional milestones/steps can be injected into the workflow that may require additional information to be uploaded, certain tasks to be assigned, or custom email/text notifications to be delivered.

Below, we can see the new “Collect & Review Insurance Paperwork” as been injected immediately after the previous milestone.

In this case, it appears two files are required to be uploaded (Materials & Colors Form and a Scope of Loss document). In addition, a task is created for the In-House Adjuster, Peter Parker, notifying him to start working up the claim.

Having a solid and consistent workflow is important. But being able to efficiently react to certain situations within  job is what differentiates a great contractor from a good one.

Contractor’s Cloud provides the most customizable and automated workflow system on the market. If you believe in having total control over your process, check us out today.

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Quickbooks Online vs Desktop. Which is right for you?

There is quite a debate nowadays on whether to use QuickBooks Online or QuickBooks Desktop for your business. In a nutshell, QuickBooks Online is easier to use and obviously more mobile. However, QuickBooks Desktop still way more powerful in its job costing, reporting, and other deep accounting functionality.

If you want to learn more about Intuit and QuickBooks, check out them out here:

You are going to have to do your research to determine which version is best for you. Work with your accountant, your staff, and our account managers to determine what features and functionality are important for your company.

Here are some great articles I came across to help guide you in your QuickBooks decision making process.

In the article by Stacy Kildal, she references a comparison guide developed by Intuit employee Woody Adams. Below is the in-depth QB Desktop vs. QB Online comparison document:

Most of our Contractor’s Cloud customers use some version of QuickBooks and way over half of them integrate their QuickBooks Online or Desktop with Contractor’s Cloud. However, that number is quickly rising since the release of our QuickBooks Online integration.

Our QuickBooks Online integration is a true 2-way integration on most functions such as Customer Accounts, Items, Classes, Terms, Invoices, Vendors, and Bills. Accounts, Job Data, and Payments are kept as a 1-way export to better protect your sensitive QuickBooks data.

We hope this helps with your QuickBooks investment and feel free to contact us to learn more about how contractors are using their QuickBooks with Contractor’s Cloud.