Mobile invoicing and payments for field service providers
4.5/5 (92 Bewertungen)InvoiceASAP is a cloud-based invoicing and payment management solution offering web and mobile support for service businesses, both back office and field sales reps. The product promises to speed up the invoice issuing and payment receipt process with convenient data syncing into leading accounting software QuickBooks and Xero. Alongside its own online, browser-based dashboard, InvoiceASAP is joined by apps for iOS and Android smartphones plus compatibility with Clover POS devices. Users can then create professionally formatted estimates and invoices, send and track those invoices, before accepting mobile and web payments including the handling of credit cards. Customer credit cards can also be stored securely for recurring transactions, while custom service fees can be set and passed to customers when covering the single acceptance rate regardless of the card type.
Additional core product features include a customer management facility where a comprehensive summary of jobs / locations history, customer contact, statistics and customer notes can be viewed within a single pane of glass. A/R management allows itemized invoices to be viewed and grouped by paid or unpaid, while real time sales reporting is also built-in. Significant extras include the attachment of unlimited photos to invoices or estimates, for evidence of work completion or delivery proof, plus the capture of signatures through the mobile app.
Vorteile
InvoiceASAP Pros:
1) Easily access all of my client data whether at the office or on-the-road. Having client service history available is extremely helpful.
2) Quickly create an invoice in 5-10 minutes (Depending on how much info. I want to include in the notes). I prefer to create invoices using the web portal but it also can be done from a mobile device.
3) Easy to email and track client invoice status (Sent, Opened, Paid).
4) Easily edit service/product descriptions and prices and update customer information (name, address, contact info.)
5) Very reasonable yearly subscription fee.
6) Since switching to InvoiceASAP in January 2016 I have saved significant time on managing the invoicing portion of my business.
Nachteile
InvoiceASAP Cons:
1) Can only accept credit cards/debit cards using Global One Pay. This change was made last year. Prior to the change you could select from multiple payment gateways (PayPal, Square, etc.). I will add I have had no problems contacting and working with Global One Pay.
2) The notes section of the invoice form only accepts plain text (no HTML, bold, italic, etc.) and is set at a narrow width. I know it would add a level of complexity to the software to add these features this but it would allow the creation of better looking invoices.
3) QuickBooks sync can be a little slow at times.
We get to connect to QB desktop easily and add customers to the system quickly. Very accurate.
Vorteile
Easy to use for our team members. Clean. Onboarding is simple. The syncing seems to work very well, system improvements have sped up the process. Connects to printers well.
Nachteile
Only one type of printer can be used imz320 and the 2" version. Need quicker response on support issues. When an employee is deactivated, I would like to get them off the screen, but their profile sits there, lingering like an ex-girlfriend. The reports section needs work, you cannot use back button on browser because it gives database error. More report options about specific customer sales for a specified period or product sales breakdowns (how many of each product did a user sell in a specific period of time). How much product or sales at a Customer Job/Location. I would like a backup option for all the invoices with signature - we have a roundabout way of saving all invoices to server, but there should be a backup option if something was to happen to InvoiceASAP servers. Monthly Projected revenue email is a little low most times, so it is like reverse psychology. Would like to create dashboards to display around office for our office team to see daily sales, or yesterday sales, etc. This would mean data needs to be exportable or in API form.
Ability to get data from our Quick Books Desktop software in the field at all times
Vorteile
Integration with Quick Books desktop was key for us after QB discontinued its app, so having the ability to have customer info and invoices with us at all times is great. This was the main reason we chose this software and it has been very beneficial just for that reason.
Nachteile
We have had a few issues with payments not applying in the InvoiceASAP software from Quick Books Desktop, so I always double check to make sure a client actually owes what is showed. I also wish the software had the ability to import estimates from Quick Books and not just invoices. It exports the estimates you make in the InvoiceASAP software without any issues, but does not import the ones made on the desktop Quick Books. The only other feature that would be helpful to our situation would be the ability of the software to import expenses that are associated with a client and then be able to put them into the invoice. For example, if we purchase an item for a client and then input the item into Quick Books as a billable item, the only way that we can bill the client for the item is to invoice it from within Quick Books by using the Add Time/Costs option, as this option does not exist in InvoiceASAP.
In the beginning I relied solely on notebooks, and when you have kids who doodle, things can get really chaotic and organization goes out the window. I began losing jobs because I was forgetting to call people back, and following up with existing customers became a chore to remember. Financial issues like remembering what was paid/owed was too much to take. Literally 1 week after purchasing this product my stress level dropped and efficiency rose. When time is money, using it wisely puts more money into your pockets. Its been over 3 years and wouldn't use anything else.
Vorteile
I like the the features, from the graphs, to sales updates, the simple and user friendly interface, and much more. All in all, this is a Must if you plan on running a business.
Nachteile
It's not so much what I don't like, its what I wish it'd have. If there is a way to add the ability to create simple diagrams using simple shapes, and/or snap lines with areas to add small texts and dimensions. I pour a ton of pool decks, and the #1 thing I'm missing in the backend is the ability to give my crew a blueprint. If I could have all my program needs in 1app, I'd be even more happy with your development team;)
Great job Guys and Gals!
Huge time saver and love the ability to sync with Quickbooks!
Vorteile
I like the ability to quickly and easily create invoices and estimates. I also like the ability for a customer to pay via credit card thru the invoice and love the ability to have the service fee passed on to customers for the convenience of using a credit card. I have only had one customer ask about it and it wasn't a big deal, they just chose to pay with a check. I also like the ability to quickly see outstanding invoices and also monthly and yearly snapshots of sales/income.
Nachteile
I have had issues in the last few months where I would create a new invoice through the website and then it would just hang and not save. No issues using the app though and there is even a link to the app I can utilize on my pc that seems to work well. That's the only complaint that I have though. Wish they could figure out why it occasionally does this!
InvoiceASAP is FREE
Credit cards are accepted at the same rate of 2.9% + $0.25 with no setup or monthly fees.
Weiter unter folgen häufig gestellte Fragen über InvoiceASAP.
InvoiceASAP bietet folgende Kostenpläne an:
Beginnt ab: $4/Monat
Preismodell: Freemium, Abonnement
Kostenlose Testversion: Verfügbar
InvoiceASAP is FREE
Credit cards are accepted at the same rate of 2.9% + $0.25 with no setup or monthly fees.
InvoiceASAP bietet die folgenden Funktionen:
InvoiceASAP hat die folgenden typischen Kunden:
Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen
InvoiceASAP unterstützt die folgenden Sprachen:
Englisch
InvoiceASAP hat folgende Preismodelle:
Freemium, Abonnement
InvoiceASAP unterstützt die folgenden Geräte:
Android, iPhone, iPad
InvoiceASAP kann in folgende Anwendungen integriert werden:
Clover, QuickBooks, QuickBooks Online, Xero
InvoiceASAP bietet folgende Optionen für Kundensupport:
Online-Support, Telefon-Support
Invoice ASAP saves me a lot of time managing my company's invoicing process while providing easy access to all of my customer information.