Did you know that 45% of paper printed in offices ends up in the trash by the end of the day? In fact, the average office worker continues to use a staggering 10,000 sheets of copy paper every year. What’s alarming is more than 70% of today’s businesses would fail within 3 weeks if they suffered a catastrophic loss of paper-based records due to fire or flood, according to Facts About Paper: The Impact of Consumption.
So why do some business owners still prefer using paperwork when they already live in an age where paperless technology exists? Maybe they’re set in their ways and afraid of change. Perhaps they worry about their data being compromised in the “cloud.” Or they could be worried about the cost of going paperless. Whatever that reason is, I think the best question is…
Why should you go paperless?
Here Are Five Important Reasons to Go Paperless:
1. Accurate Data Collection
All businesses, big and small, need to collect and store data every single day – information about their customers, products, services, or staff performance. In order to accurately and efficiently collect and store data, you need a system that simplifies data collection so you can save time, money, and effort. With Formitize Customer Management System (CRM), you can gather customer data and use it however and whenever you please.
Formitize CRM is a powerful solution to help you manage all customer interactions. Using the CRM Contacts Page, you can view financial information, see all contact details with quick actions buttons to call, SMS, email, and more. You can also view and create tasks, add notes, and see a history timeline of all communications.
Maximize the Contacts Feature in Formitize CRM for Excellent Customer Service
2. Faster Invoicing
Invoicing is an integral part of any business. Obviously, you want to be paid for your services on time, every time. That’s why you need faster, more efficient invoicing. Formitize can help you with that.
Our simple-to-use, fully integrated quoting and invoicing improves efficiency across all areas of your business. You can create a fully customizable Quote or Invoice that can be emailed as a PDF straight to the client. Link professionally designed quotes or invoices to your product or services list to save time and improve accuracy. The integrated Mobile Payment Gateway is also available – enabling you to take payment instantly onsite without leaving the App. All elements can be fully integrated into existing accounting systems such as Xero.
How Formitize Smart Invoicing and Quoting Will Change Your Business
3. Real-Time Monitoring
Of course you want to know where your field agents are and how far along they are with their tasks. What if I told you that you can track your mobile workforce and check their progress using one super-efficient system? Introducing Formitize’s Cloud Scheduler.
From simple, one-off jobs to complex, recurring job profiles, such as maintenance contracts – you can plan and schedule both your People and your Assets from anywhere with the Cloud Scheduler. Create a job with a simple drag-and-drop on the calendar and assign to a user. The User receives a Job Notification alert, which includes route guidance from current location to job site.
Cloud Scheduler Helps You Manage Your Mobile Workforce and Assets
4. Instant Reporting
Reporting is crucial to any business, including yours. It provides you with regular updates and in-depth analysis of every area of your business, thus increasing productivity, efficiency, and decision-making capabilities. Formitize Instant Reporting is your best tool for all that.
Formitize Instant Reporting enables you to generate statistics and business KPI’s in seconds based on any single field of data collected in any form. You can build the report instantly, then filter and assess it in minutes. You can import any single field of data in any form, analyze it, and generate a paperless report in seconds.
Save Time in Your Workday with Formitize Instant Reporting
5. User-Friendly Form Builder
You can build your own mobile forms using our very simple “Drag and Drop” style Form Builder. It includes a WYSIWYG (What You See Is What You Get) section so you can see what your form will look like while you are building it.
Formitize lets you customize your Job Forms to suit your business perfectly. You can use the pre-built industry forms or build your own using the drag and drop form builder. You can also send us your own form and we will build it for you. Real-time status of each form is always available, giving management amazing visibility of progress. Whatever mobile forms are needed for your business, we will have a solution.
Revolutionize Your Mobile Forms with Formitize Form Builder
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