We have been working with a developer for a few years on our own custom system. It acts similarly to Trello or Monday.com but it integrates with our accounting software and is built for our exact needs.
Once a customer accepts an estimate (that was created in Quickbooks) with one click the system creates a folder tree on our server (for digital assets, working files and proofs) a job ticket and posts to our schedule board. From there the job works its way through the system and once complete it's one click to convert to an invoice and send to client for payment.
I cannot recommend some type of automated system enough. It helps with customer service, organization, efficiency, growth and allows you to spend less time working in the business and more time working on the business.
Once a customer accepts an estimate (that was created in Quickbooks) with one click the system creates a folder tree on our server (for digital assets, working files and proofs) a job ticket and posts to our schedule board. From there the job works its way through the system and once complete it's one click to convert to an invoice and send to client for payment.
I cannot recommend some type of automated system enough. It helps with customer service, organization, efficiency, growth and allows you to spend less time working in the business and more time working on the business.