On-Demand Webinar

Protecting Your Profits:

Tips to avoid billing errors

Watch the webinar now

One of the biggest challenges when it comes to running a successful business is knowing how to prioritize your time. If something that takes up a big chunk of your day is fixing billing errors, this webinar is for you.

Do you find yourself doing any of the following?

  • Frequently missing charges to bill back to customers
  • Losing track of purchase orders and invoices
  • Using the wrong price book or rate for customers

Using a field management software can solve all of these billing problems.

When you no longer have billing errors in your processes, your profits are protected. We want to ensure that every, single item is charged back to your customers so your profits never take a back seat.

The goal of this webinar is to show you how easy it is to use a software to:

1

Create a work management ticket

(ie. the record of the work you’ve completed for your Customer)

Create a work management ticket

(ie. the record of the work you’ve completed for your Customer)

2

Create unique price books with rates for each customer

Create unique price books with rates for each customer

3

Bill back third party charges to customers

Bill back third party charges to customers

4

Send invoice directly to OpenInvoice or Cortex (if applicable)

Send invoice directly to OpenInvoice or Cortex (if applicable)