Selling a product is the easy part to track. The hard part starts three months later, when a customer calls about a unit you shipped, and you have to work out what you actually sent them. If you sell products and support them afterward, one customer’s story usually lives in several places. The invoice is … Read more
I ran an MSP for years, and the most expensive problem I had wasn’t technical. It was a client emailing to say, “I don’t think this invoice is right,” and me not being able to answer quickly. The tickets were in one tool. The contract was a PDF in a folder. The recurring invoice was … Read more
If you run an equipment rental business, you already know the real risk isn’t the rental itself. It’s everything that happens around it. Who has unit #14 right now. When it’s due back. Whether this month’s invoice actually went out. Whether that “swap” you did last week ever got logged anywhere. Most rental businesses start … Read more
If you run a field service business (HVAC, security systems, equipment servicing, IT hardware installs, or anything where your techs are out in the field and you’re the one holding it all together), this probably sounds familiar: A quote goes out in a Word template. If the client says yes, you jot it down somewhere: … Read more