Top Tips For Plumbers’ Invoices And Paperwork

Get in control of those plumbers’ invoices and other paperwork that need doing with our top tips!

We’re all guilty of it, putting off doing our invoices and other paperwork until the last possible moment. No one gets into being a plumber or heating engineer because they enjoy doing paperwork.

So what are some easy ways that can help you tackle the never ending tide? Well luckily for you, we’ve put together some top tips!

1. Plastic sleeves
   Keep a plastic sleeve at the front of your van so you can chuck anything in, it’s quick, easy and it’ll just help you get into the habit of keeping the paperwork somewhere that will be safe when the windows are open.
2. A stapler is your best friend
   Even if the documents don’t necessarily have to be together, over the course of a busy day you can just staple everything together, making it much less likely for you to loose that one sheet. Just chuck a stapler in the front of your van, it takes up no room, and it only takes a minute.
3. Patience
   If you have the time and patience, scan those absolutely vital pieces in. It’s annoying and takes time, but at least you then know you have two copies, and just think, at least everything else is taken care of by YourTradebase!
4. Make Time
   If you can just set aside 10 minutes a week to put anything important into a folder. It doesn’t matter what order it’s in, as long as it’s in there. Have the folder in a place where you walk past every day even, so that when you do, you’ll remember that bit stuffed in your pocket that you have to chuck in.
5. Sign up for YourTradebase
   Okay, okay, so this isn’t strictly a tip, but we do offer a 30 day free trial. You can create estimates, quotes and plumbers invoices in minutes. Helping you cut down the time you spend doing all your paperwork. We don’t take your credit card details, so there’s no nasty surprise at the end of the month where there would be an unexpected charge, we just think YourTradebase can truly help you organise your paperwork much more easily, leaving you to do the things you want to do!

Follow one, or a couple of these tips, and you’ll be cutting down the time you spend doing your paperwork in no time.

Looking for a shortcut? Try our plumbers software free for 30 days

Do you have any tips of your own you want to share? Let us know on either our Twitter or Facebook pages!