Choosing a Point-of-Sale System for a Professional Services Business

Professional services providers are essential to both consumers and businesses. Whether you’re a general contractor, plumber or electrician or in another professional sector, the skills, knowledge and experience you provide ensure that your customers get the results they want. Of course, it’s also important that you have the right point-of-sales system which has been designed with your business sector in mind.

This can be more complicated than it sounds. Professional services providers often work remotely, either on their own or with a team. Your business might even have more than one team in the field at a time, serving your customers at their homes and businesses. The good news is that there are POS solutions that can work very well for your specific needs, but you’ll have to make sure the solution you choose has plenty of room for growth.

Mobile Payments

The days when you had to manually process credit cards, or take cheques and hope that they’d clear the bank are gone for good. The right POS system for professional services should offer you the ability to accept payments on the go from your mobile device. Just use your smartphone or tablet to accept credit cards and have the funds routed directly to your bank account. You can even print a receipt while you're out and about, which means no more laborious tedious handwritten paperwork.

Appointment Scheduling

When your customers need you, what do they do? Do they call your mobile phone or office number? If so, you then have to write down their name, number and address, as well as the nature of the job. That’s a lot of effort, and it’s all too easy for the information to be lost. With a modern POS system, you can actually provide your customers with automated appointment scheduling. They can visit your website, enter their information, and it’s sent right to your POS device - tablet or mobile.

Quotation and Invoicing

You can easily send quotations and estimates to customers and turn the quotations to invoices which customer can easily pay online. You can manage all this right on your mobile device.

Accounting Integration

You need a way to get all of your work information into your accounting system, and that can mean long hours spent at the computer keyboard manually entering financial information. It doesn’t have to be that way. You can find a point-of-sale system that integrates directly with your accounting software, eliminating those frustrating hours of data entry and ensuring better accuracy at the same time.