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Company Invoice Template

Invoices

New company Invoice Template

First a  great feature of the Profit Pal App, is the Create Company Invoice Template feature. This feature allows you to create your companies invoice template. Once created and saved this information will go into each invoice you create to give to your customers. When you tap on the invoicing tab, you will see a button at the top of the page titled Create Company Invoice.

It’s pretty self explanatory, just fill in the boxes with your companies information such as company name, address, phone numbers, etcetera. Tap save and your company template is saved.

Using the New Invoice Feature

Once you have set up your company template you can then create invoices. Whenever you want to create an invoice for your customer, you will tap New Invoice and the invoicing feature automatically creates the invoice Number. It’s a rolling counter i.e. ,0001,0002,0003, and so on. Next select the date, it will be showing the current date select that or change to a date of your choosing. Next from the saved jobs list select the current job you want to invoice, tap calculate (it puts the data from that job into the invoice) and then tap the Save button. Your new invoice will be ready to be viewed, sent, or printed.

Profit Pal App Tutorial Click Here!

Hope this was helpful. The Profit Pal App Team

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Mobile Printing with an App from your Smartphone

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Mobile Printing with an App

Printing is such a necessary part of doing business today. Especially when creating your invoices.  Even though it was said that computers would illimanate paper, that hasn’t fully taken place yet. There’s still a huge need to print out invoices for customers.

Easiest Mobile Printer to Setup and Use

A little information about printers is in order.  Weather you’re giving a copy to your customer, or just printing one for yourself, I have found and tested a printer that’s easy to setup and use to print out your invoices from.

It’s a mobile printer, it’s the HP Office jet 100 Mobile Printer. It is by far the easiest printer I found to set up.

The printer also has a battery so you can print from anywhere you like no 110 V outlet needed. Sorry for the other guy’s but some of them were just plain stupid. With the HP 100 no need to go online to register or anything like that, all you go online for is to download a printing app which contains the needed drivers for you to display your document and print it. Profit Pal App Tutorial Click Here!

I like the fact that it has a small footprint doesn’t take up much room weather on your seat or on a rack like the one I made for it.

It just sits on the rack which rest over my back seat. So all I need to do is hit print on my phone and the invoice is created right there in my truck. Hows that for convieneance?

Printer Driver

I downloaded the PrintHand App, and it works great with the printer. I am sure there are others you can use to drive the printer for your print projects. It’s just that one works fine for me. Here are some pic’s of the printer I use.

Best Joe Profit Pal App Team Member 

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Using the Invoicing Feature in Profit Pal App

Using the Invoicing Feature In The Profit Pal App

The Invoicing Feature is one of the outstanding features in the Profit Pal App is its ability to create invoices. It’s so easy with this app, all you do is follow the prompts. This article, will explain the Invoice function and actually give you the steps to use it on how to use it.

1. Start the app you are on the Welcome to Profit Pal

2. Tap the Invoice Icon at the bottom of the screen ( Invoice function opens )

3. Tap the New Jobs button

4. Tap the Add Jobs follow the inputs there

5. Enter the Job information into the New Job Screen

6. Tap the Submit button 

7. Tap New Invoice

8.  Select the Job that you created from the list Down arrow shows up

9.  Tap the “Back” button

10.  Tap Choose Job ( the Green Dot with the + symbol in it )

11.  Enter the email address to send the Invoice to, hit submit!  green-checkmark-clip-art

           

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Free Apps And How They Get Paid

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Fee Apps and How They Get Paid

So how do free apps get paid-for, I’ll tell you here, by the advertising that’s in them. It’s that simple all of the free apps out there need to get paid fro somehow. They are usually found in Google Play and Apple iTunes stores. Most of them are game apps. If you haven’t downloaded any of them yet, then you probably don’t know how they recoup the cost of developing those apps. It’s either through in-app advertising or through subscription services.

In the first place, they place annoying ads in the apps. The app maker gets paid when you click on and look at the ads. Sometimes these ads take you to different places on the net, places you don’t want to go!

The second way free apps monetize the app, is through In app purchases and other services. This is where you pay a monthly subscription fee to use the features in the app. Some only give you basic functionality but if you want or need the rest of the features of the app, which of course you will need, then you have to pay extra.

You never have to pay extra again, and you have on your phone or tablet the latest and most powerful app for small businesses everywhere.

So make the smart move, and download the Profit Pal App, you’ll be glad you did. Especially when you start seeing your numbers as they really are, and noticing areas where you can actually improve your numbers.

The Profit Pal Team

 

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Portable Wireless Printers and Using an App

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Portable Wireless Printers and Using an App

Today there are many portable wireless printers that can print directly from your Smart Phones. Until recently I myself did not even know this. This capability will be a great advantage to your business. You can now print the details about your jobs and even print invoices directly from your Profit Pal App to give to your customers.

Just think of how easy this is, and how you can use all of the tools in the Profit Pal app to maximize your job quote, and when you are satisfied that you have accounted for all of the issues of the particular job, and since Profit Pal helps you with that, you have a multiplier effect as you easily print out the reports that ensure that your numbers are good.

When you are satisfied that everything is just right then just print it out right there where you happen to be. Just think of the beauty of the ability for printing right there in your vehicle, no longer do you need to wait until you get home or the end of the day to your office where most people go to print out their invoices since that is where your P.C. is at. Those days are over. With wireless printing directly from mobile devices. Man isn’t technology great!

Here at the home of the Profit Pal App, our goal is to give small business people everywhere the same advantages The big boys have. And now thanks to wireless printing, the playing field has been leveled again.

One Example of a description taken from an HP Printer: Product Description: This e-all-in-one produces borderless, lab-quality photos and laser-sharp everyday documents. Print from your smartphone, tablet, and Internet-connected PC. You can also scan directly to your mobile device with HP Printer Control. Knock out creative photo projects in a snap with fast print speeds. Print Technology: Inkjet; Maximum Print Speed (Black): 21 ppm; Maximum Print Speed (Color): 17 ppm; Network Ready: Yes. Be free from wires   Wireless Printers   Why be tethered when you can live wirelessly. Easily print from your smartphone or tablet from virtually anywhere. Perfect for the office or on the go.

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Map Pins are Useful

Map Pins

How To Use The Map Pins

Map pins are a very useful feature to have in an app. They can be the easiest way to determine where you’re going. In our app they are there so that you get paid correctly! If by now you have gotten familiar with the Profit Pal App by now you will have noticed these funny looking rectangular boxes with a map and what looks like a pin pointing downward in them. Those are the Map Pins, and they are used by the app to calculate distance. They are an interesting and very useful feature of the app.

The way they work is, one map pin is for your job location. So you tap on the pin it opens the map, and you move the map until you see the general location of the new job. You don’t need to be exact just close enough.  A pin will come up at that location marking it. Next, you hit done. The location map pin is set. Next, you tap the map pin identified as Current Location. Each time you tap the map pin it will show your current location. So leave that one as is, since its snowing where you are currently located. That’s it the app now has both your new job location and your current location.  The app will use both to calculated distance from your current location to the new job location.

Can you begin to see how the Profit Pal App was designed to help you get paid more by not leaving things out like your travel expenses to and from your jobs?

This is why the Map Pins were put into the app. To help you to account for this expense. Now when you enter some of the other items such as Price of Fuel, and if you chose to also add the Mileage Expense, the app will use the calculated distance from the Map Pins help you to calculate this expense.

The app was designed with all of these features in mind, so you don’t need to bust your head calculating them each time you go out to a new job location, the app does it for you!

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How to Add Miscellaneous Cost in the App

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How to Add Miscellaneous cost in the App

Miscellaneous cost can be overlooked but are an important part of how you get compensated. There can be times when you need to do things on a job that are not normal to your course of business. It’s those times that its important to be able to account for those items.

Thee are ways to do this whenever you’re entering the job information into the app.  Things like your cell phone bill, hey maybe even your lunch! It was put there so you could account for miscellaneous things. You can add them into the description area of your job box.

An example might be hauling trash away for the customer, you need to get reimbursed for that. But most small business people don’t even account for this kind of expense, or they don’t know where to put it. When you add a couple of bucks in this box each job you do, you’ll have accounted for that expense. Are you getting the idea?

You can use your imagination and begin to see how this app will really be a bog help you. By you entering a dollar amount in the in the box you’ll be getting reimbursed for those extra expenses. This is the true beauty of this app. And Just one more reason you should get the app today! Don’t put it off you know you need it. And every day you wait is a day that you’re not being compensated correctly.

And if I am even half right, you’ll be getting more than your money’s worth and be glad you did. Especially when you see how the app can help you in so many different ways?

 

 

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How to make a Materials List

How to create a Materials List

The materials list is where you put your inventory it’s easy with an app like the Profit Pal App.

This app has a materials list, sometimes called the Inventory. In the materials list you’ll add all of your inventory items, be they raw stock, parts, or whatever you normally stock.

The app allows you to enter the name of each item, a description of the item, and the pricing information.

The app is easy to use’

The app is easy to understand no complicated computer terminology. You just get a simple straight forward field where you enter the part name, a description, such as ½ inch copper tubing, you’ll quickly get the idea.

Then you just save the information and you’ve created an item on the list. Then whenever you create an invoice you get to add these items to the invoice that you send to your customers.

No more wondering if you billed the customer for that part as you’ll be able to look at the invoice you made and it will be listed right there.

You’ll need to create the List of your Materials

The only draw-back to this is that you will need to create the list yourself in the app since every business is different so they don’t do that for you. But not to worry just add the items to the list whenever you purchase them, that way you’ll be should have them on the list whenever you need to put them into your customer’s invoice.

It doesn’t get any better than this. You’ll be able to add new materials and edit them when necessary. This is where you’ll look up your materials they’re on the list.

We have created videos that are on our YouTube channel for your benefit.

To get the App just follow the link that applies to your device’

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Job Changes in the Field

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When the Job Changes in the Field

Whenever the job changes in the field it’s no problem with the Profit Pal App. Many of you Tradespeople out there know that many times when you arrive at a job it is much different than what the customer told you on the phone.

When it becomes necessary to modify the estimate you gave the customer. This is no problem with Profit Pal, all you do is tap the Pencil on that particular job and make the changes and recalculate. If it was additional materials, which is usually the case then Profit Pal will even automatically add the tax based on the percentage tax you originally entered for the job.

This is how the Profit Pal App makes your job easier. How many trade’s people forget to add the tax that they will have to pay for the new items that are being added to the job.

This is what the app was designed to help with. When you enter the job data into the appropriate fields the app takes care of the rest.

These changes are required quite often since it’s difficult to accurately estimate the job until you have actually seen it. And there will be many additions as well as subtractions when you arrive at the job location.

Things like travel distance and fuel may not change much but surely adding additional materials will be an issue. Just know that you can change any of these numbers just by taping the pencil and entering the new values.

 

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Travel Expenses

Get Paid When You Roll Your Vehicle!
Get Paid When You Roll Your Vehicle!

Travel Expenses and getting to the Job

Travel expenses are an important part of any business. It’s important to get paid for your Vehicle.

Your vehicle is an important part of getting the job done.

If you really want to be the best at making the most money for your company, you really should be using the Profit Pal App for every job that you bill.

The Profit Pal App helps you to maximize the amount of money you make on every job because it allows you to account for things.

Stop assuming that you know your numbers and get the actuals every time. That’s an advantage that you get when you use the Profit Pal App to bill your jobs.

Your competition will undoubtedly be missing many of the areas that you will have accounted for. It’s very important that when you roll your service truck to that new job that you were actually compensated correctly.

In time you will need to purchase a new truck and since you included a reasonable amount to help compensate for the wear and tear on your current vehicle, you will be in a better position to get the new one when the time comes.

Many tradesmen fail to account for these types of cost, and so doing do themselves a disservice. Profit Pal was designed to help you receive the compensation you deserve when billing the jobs.

Another area that gets neglected is to charge a surcharge or overrides on the materials that you include in the job. Many tradesmen can add an additional amount in this area. This is above the cost of the materials and is usually charged for securing the materials. Profit Pal allows you to account for this as well.

Hopefully, you are starting to understand Profit Pal and how it can work for you!  

Thanks

The Profit Pal Team

 

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Future Just Gets Brighter with The Profit Pal Mobile Invoicing App

Your Future Just Got Brighter with the Profit Pal Mobile Invoicing App

An important thing to consider whenever you’re in business is, whether there’s anyway that you can improve your numbers.

This is one of the main reasons many people are letting computer programs help them whenever possible. Think of an app as a time multiplier.

An app can increase your productivity. Since we all only have 24 hours in a day, it’s important to make the most of each of them.

Apps like the Profit Pal Mobile Invoicing App can be a big help with that. This app can do things for you such as create estimates, track your jobs, send invoices, and much more.

If you use the app’s features to your advantage. If you’re in business don’t you think you need every advantage you can get!

Think about what if forgot to add a cost of an important item into an invoice only to remember it later. What if you had an app that has boxes that you merely fill in? By following the pattern of the boxes you are automatically adding in the relevant information. This way you have a much better chance of correctly billing your client.

An app like the Profit Pal Mobile Invoicing App was designed to help with all of that.

Don’t Let Loses be a Way of Life!

Loses can really add up over time. If you forget to charge for the cost of fuel and moving your vehicle many times throughout the year that can be a loss of revenue. Just think how much money you’re losing! Money that could be a big help to you! The Profit Pal Mobile Invoicing App was created to help you with that. It will pay for itself.

The App’s boxes were designed with much thought given to this problem. Example the Map Pins, It’s easy to just use the Map Pins in the App and it will calculate the distance to the job, and if you enter the cost per gallon of fuel it will even calculate that expense for you, and enter it into the estimate and even into the Invoice. It doesn’t get any easier than that!

In the future why not give this app a try, and see just how it can really help you to improve your numbers! The app will pay for itself probably the first couple of times you use it.

There are many built-in features things you’ll like which were designed in to help you as a professional business person to do a better job. Just picture of the first time you create the job on the app, and immediately email it to your client. How happy your client will be to see his or her estimate of what the job will cost and what it entails, and just by opening their email.

You will appear much more professional to your clients and stand out as a competent trades person.

Isn’t that what you want? This is what this app was designed to do for you.

Future profits could depend on you making a decision today! So don’t hesitate to get the Profit Pal Mobile Invoicing App today! And see just how much more professional you’ll appear to your Clients.

Your Future Looks Brighter with the Profit Pal

The Profit Pal Team

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List of Tradesmen & Woman

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This List of Tradesmen and woman that keep our world running. Without them, life wouldn’t be as enjoyable as it is. And just in case there’s any confusion as to who these people are that can take advantage of the benefits of the Profit Pal App. Here is a  list of the tradespeople who can take advantage of using the app. If you are one of the tradespeople mentioned on this list, you can be assured that this app was designed with you in mind. We know you work hard for your money. This app was created with you in mind.

This is an extensive list since there are many different trades. There no doubt are some who were left out don’t despair if your trade isn’t on the list. Be assured that this app will most likely be just as valuable to you as well, but rest assured the Profit Pal Mobile Invoicing App can be of service to you as well. The app will allow all tradespeople to be freed from having to make some of these boring calculations you would normally have to do in your head. Since the app does the calculations in the background as you fill in the boxes.

The app is a real time saver, and its internal programming keeps you at the top of your game, by calculating things like distances and mileage cost.

Can you see yourself being much more productive since you now have the help of a powerful app? And its right there on your Smartphone making it so convenient.

Get ready to make a difference in the way you go about your business day now that you know that there’s an app that’s designed for you. This app will even create job files for you. So that if you ever need to see just what you did at that particular job you’ll have a record of it and won’t be guessing.

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Profit Pal App and the next Recession

Profit Pal App and the next Recession

Recessions come about around every ten years or so. In a recession, it’s important to make the most you can. And the next one is no exception, it will be important for you to have an app like the Profit Pal App. What you may not know is this, the Profit Pal App was created to help Tradesmen & Women in small businesses by helping them to earn more on the work they are already doing. It’s important in these tough economic times to accountant for and gets paid for everything that goes into a job.

Many economists out there are saying that another recession is around the corner for many different reasons, of which I will not get into here.  Understanding that the creator of the Profit Pal App wanted to create something that would help tradespeople out there to be more competitive, while still achieving their income goals.  As this will be imperative in tough economic times ahead.

How Profit Pal does this is a secret, but the creator of the app knows this.  I will let you in on part of it, to start with, the app has calculations built in which all but guarantee you’ll get it right. In the New Jobs Screen, the user enters.

Now having said that, this does not mean that you should pad the bill, but that you need this information, it’s very important since you need a target to shoot for.

How about padding the bill. You need to be cognizant that if you do pad the bill too high you may not be competitive with other tradesmen & women in your same area. This may make it more difficult for you to get the job if you are bidding on the work.

Having said that, the app helps you to understand all of your real cost for that particular job so that you don’t underbid the job and end up with a loss.

It’s important to account for all of the numbers, and the app will help you do that.  If you look at the fields as a guide and fill in the most accurate numbers that you think it will take to do the job.

If you decide that you can actually do the job for less, then you just adjust your numbers down a little, and now you are more competitive while still taking into account all of the issues for that particular job.

 

Contact us: support@profitpal1.com

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Profit Pal App Title Field


Profit Pal App Title Field

Title Field is where you will identify a particular job. One of the great features the Profit Pal App has is the Title Field if you prefer to call it a box, that’s OK too. I do, I generally just call them boxes to be filled in.

When you open the app you start at the Main Menu. The menu extends from the left side of the app whenever tapped. Once you’ve signed in you select what you would like to do. This is where you enter all of the jobs.

You Start the Jobs with the Title

You start with the Title field. It can be really useful when used correctly.  If you are an electrician or a plumber, or refrigerator repairman or… for example you most likely went to a physical address to do the job.

You can enter that address into the title field.  Or you can enter whatever data in the title field that you want,  its just to help you if you ever need to look it up again in the future. Since you followed the Profit Pal instructions “ha hum,” and ‘Saved’ the job as it says to do.  

Then what happens is that the Profit Pal App will send you an email from your phone. It comes right from your email account set up on your phone, as most people do!

The app will use the same email address you signed up with when you downloaded the app. Or that email address you used when you purchased the app in the Google Play Store or the Apple I-tunes store.

And in that email was a lot of information and the information entered in the title field is just one of them.  Now not only will you have the property address, if that is what you wrote in there, but you’ll also have copies to save.

The Map Pins

The map pins will show your current location, you move the other map pin to the area close to where you’ll be working. The app will use that information to calculate distance and your fuel cost to move your vehicle. This information should be a big help to you should you need to go back for more work to the same location, at some time in the future.

I hope you can begin to see the power of the Profit Pal App. Each field or was deeply thought thru, and how it would help small business people to succeed.

Since we come from a family of trade’s people and has owned several businesses, so we know what’s important to capture. The data you’ll enter is that data, and it fits into the overall job picture, so as to be comprehensive in nature.

By the time you finish a job the last thing you want is to realize you were not paid for some portion of the job i.e. travel, fuel cost, or taxes you had to pay on the materials that went into the job.

We know that there are a few of the areas that Trade’s men and women can get short-changed in. Profit Pal was designed to stop that from happening!

Download the app at the app stores just follow the link that applies to your smartphone.

support@profitpal1.com


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Profit Pal App

Profit Pal App

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Description:

Profit Pal App is a comprehensive budgeting tool for tradesmen and entrepreneurs to help increase their PROFIT. Now tradesmen have a tool to not only track their weekly earnings but to help increase their weekly earnings in a logical and intuitive way!

Who this App for?

This app is for perfect for anyone who needs to quote a job and take hourly rate mileage distance, materials, taxes etcetera into consideration. It is Ideal for plumbers, contractors, carpenters, electricians, landscapers, mechanics, locksmiths, and many more!

Key Profit Pal Features:

  • Calculates expenses, income, and bills
  • Gives actual dollar targets based on the information you enter
  • Generates actual real-time data
  • Automates the process of estimating and quoting job expense and profit margins
  • Keeps you on track to your earnings goal ( generally designed around a weekly goal)
  • You can Print out or email your invoices to your customer

 Profit Pal applies a comprehensive approach to establishing realistic earnings targets, for profitable customer billing. Never bid jobs at a loss again! Profit Pal frees you to focus on your customers while helping you to become a much more profitable and effective tradesman!

If you need help understanding the app or just have a question follow the link to contact us:

support@profitpal1.com

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Inputting Data Into The Fields

Inputting Data Into the Fields

Inputting Data Into the fields is easy, to input data into the fields of the app, the tradesman or woman simply fills in the data as the app prompts in each of the fields.

As you enter the numbers into each field the app is making the calculations. The app knows what to do with the numbers. Be it add, subtract, divide, or multiply. As you enter the data into the fields The app records the data, for use as needed.

Profit Pal Mobile Invoicing App can help you bid your jobs and keep track of all of your cost.  When you download the app make sure and play around with it by entering fake jobs. That way you can get the hang of it don’t worry you will not hurt the app.

When tradesmen and Women enter their information into the App, they have the best possible opportunity to maximize their bid

Each box has a purpose to help you earn what you want to reach your goals. Inputting the data is easy and will help you stay on track. The app will calculate everything for you.

This was the idea that prompted the creation of the App.

We are here to help you! It may take us a while but we will get back to you with an answer.

Thank You!

The Profit Pal Team

 

Questions? Contact us : support@profitpal1.com

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Creating Mobile Apps for your Business

Creating Mobile Apps for your Business

Apps are changing the way work gets done today. Technology has made things easier for people all over the world. People no longer read newspapers unlike before where the only way to get advertisement is by reading of newspapers in the bus or park. The number of smartphone users in the advanced economy countries has increased to more than 80%. New mobile applications keep developing. Development of app for business, have contributed to the growth of many businesses today.

As the continuous growth of mobile product marketing, the large and small business owners are thinking of having their own business app. It is no longer surprising that even a small bookshop offers services through the mobile app. Creating mobile apps for your business could be a smart thing to do these days.

There are many advantages 

With the attraction of new customers and encouraging the constant ones to buy more, you can launch an interesting program in your app that will benefit the customers, so they can get points and use them on the goods they want. By doing this, more customers will come for your app and this will make your app spread quickly among the smartphone users.

Promote the awareness of your brand. Make your logo are unique and catchy one because there are many apps people scroll through every day. This can promote the awareness of your brand and bring more customers to your app.

Making people know more about your product by launching your app. By launching of the app, reviews will be collected from the users if there are positive reviews, more people will be patronizing your product, and this has made people know more about your product.

Staying Ahead of the Competition

Moving ahead of other competitors; creating an app for your business will make you move ahead of your competitors. Where the other competitors are still struggling to persuade a customer who comes around to patronize their business, you will have customers who order directly through your app.

Customers will get information through a channel. It is not easy to reach customers directly but the mobile app will make it easier for them to get the offers and all other information about your product through your app. Hope this short article helps you to understand the benefits to a Mobile Business App.

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Mobile Apps for Business

Mobile Apps
Apps for businesses

Mobile Apps for Business 

So what are Mobile Apps for Business?

Mobile apps are the new way to conducting business on an app, It’s the new way of doing things. Mobile apps are now common for most businesses. They are seen as the new way of doing business. Before now, apps were mostly being used by the larger companies due to the huge cost of developing a custom app.

New Technologies

Technology advances all the time, and mobile apps are no different, developers have now made it possible for smaller companies to enjoy the same benefits larger ones. They have created apps that are more affordable so that small business owners can take advantage of their benefits as well. These business apps are now used by the large and smaller type businesses.

Mobile works today because we all have smartphones now, all apps that we see in them were developed for a particular purpose such checking emails, weather reports, reminder, news updates and so on. Mobile apps were launched and markets started booming.  The business owners find the mobile apps encouraging because it reduces their expenditures.

The Downside

One down side to mobile apps is that sometimes people are looking  down to much on their mobile phones while walking around. And this can be dangerous to their health especially when crossing a street or in a shopping area, while trying to interact with some online marketer. This is dangerous because it distracts their movements by not facing the right direction if not watching where they are going.

The Mobile app can also be referred to as an electronic business card. It is normally visible to the business customers. When a smartphone user scrolls through the apps on the phone, they now see business apps to install. This app has contributed to the growth of many businesses all over the world.

Many companies today are providing free apps for their customers to use to purchase their products on.

One typical example of how a mobile app that works today is the real-estate app called, The Jiji mobile app for advertisement. With it anyone who is searching for any kind of commercial building can download the app in the smartphone and check for his choice of building, compare the prices, before making any transaction.

With a mobile app, you can even order your goods to be delivered to your doorstep without you lifting a finger!

Thanks for reading

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Smartphones for Business

So why are Smartphone so used today in business?

Smartphones are everywhere, and can be so important in doing business today? I will cover that here in the brief article. Did you know that over 80% of all business owners use smartphones in their day to day activities?

What they can do for your business

Smartphones offer the following features:

1.       Normal phone operation ( making and receiving calls)

2.       Caller I.D. so you know who’s calling

3.       Wireless email capability

4.       Note taking apps inside

5.       Writing memos

6.       Searching the internet

7.       Transferring files to and from your home office

8.       Doing financial calculations

9.       Scheduling using the calendar feature available on almost all smartphones

10.   Setting alarms for important meetings

11.   Accessing global positioning (GPS) for mapping and travel to and from clients

12.   Calculating travel expenses (including fuel cost)

13.   Camera feature (allows you to take pictures wherever you happen to be)

This list is not all inclusive but it does give you a good Idea of why you really need to be using a smartphone in business today. It just makes no sense to ignore all of the benefits you get from using smartphones to conduct business on. 

Receiving and sending Invoices

One of the advantages of using a smartphone when conducting business is the ability to email from your phone. That combined with an app on your smartphone and you have the one-two-punch you need to stay on top of things. Once you have created the job and saved the invoice for the job, you can easily send it to the client via email.  

It just doesn’t make any sense to do it any other way. You get then job done and you client is satisfied have received it quickly and professionally. And just to let you know the Profit Pal App lets you take advantage of many of these features on your smartphone.

The Profit Pal App Team

 

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Adding and Invoicing Material In The App

Materials

Invoicing Material on the Job is easy with the Profit Pal App

Adding material to the list in the Invoice materials feature within the Profit Pal Mobile Invoicing App is now possible since the app now includes a whole Materials control system.

You simply add whatever material that you carry on your work vehicle along with the quantities to the materials list. Once added to the list you can then select one item or however many you have in inventory on the list and as you do they will be added to the cost of materials on the new invoice your creating.

To Create the Invoice with Material Included

To invoice materials you’ll start by tapping the Company Inventory button on the App Features Screen (main screen).

Creating the Material on the List

When adding material to the app you need to first create your materials inventory! You’ll do this by selecting  “Company Inventory” Button and then select the “New material” button. There you’ll enter the Part Name, Price per unit, Size, and Start QTY. Once added tap the Calculate button at the top of the screen. Each time you add a part you must hit the Calculate button to submit it to the app.

Once you have created the list of the material by adding each part and tapping the save button you’ll see it say “submission” and save, that part is now on the list. You can now use the Add feature on the jobs creation screen by tapping it will go to the Materials List and let you select the material and quantities to add to the job.

You’ll select the item you are adding to the job the quantity, and tap the calculate button at the top, and the app will add it to the job. Hit the + and continue to add parts from your list each time you add a new part to the invoice just hit the save button and that part will be added to the job file and later go into the invoice.

That’s all there is to it! Just practice it a few times and you’ll get it!

Thanks for reading

The Profit Pal App Team

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