Recent Discussions
Visits Report Bug
Hey Everyone! Has anyone noticed an issue with the Visits report showing incorrect pricing for recurring jobs? We have a cleaning biz, and schedule visits for the year for our recurring clients (example, biweekly, monthly, etc.). We use the Visits report for accounting, but I noticed that after a round of price increases, the Visits report displays the new, higher price for all visits in the past (even though they are completed and closed). I've contacted support, but they said it is working correctly. I also found at least one customer for which the price displays as a totally different price that we've never charged for all visits in 2024, but shows the actual current price we are charging for all of her 2025 visits. I'm trying to figure out how the Visit Based price field is pulled when running the Visits report, and if others rely heavily on this report as well. Please help!
Receivables conundrum
Hello Fellow business owners. I have run a successful Cosmetic Restoration Company for almost 3 1/2 years. I am strictly BtoB and never deal with home owners directly. Generated jobs has really never been an issue. Getting paid for them in a timely fashion has been. It quickly becomes a cash flow issue , namely employees and the government always want there money up front , with my client payments lagging. I am interested in the strategies that this group uses to get paid quicker without causing conflict that may jeopardize client relations
What is a good Business Credit Card to have for our line of work?
Hey Jobbers: I'm in the 7th month of business and things are going quite well, but I've been thinking of trying to get my purchases to work of me. Often times credit cards will give perks for cash back or rewards points depending on the purchases that one makes. In our line of work, purchases are pretty out of the norm to other business on a day-to-day basis. I've been doing some research of different programs, but the ranked lists seem to be sponsored by banks, like usual. Hard to trust biased articles. I was wondering if anyone had personal experience/ good recommendations for a credit card that is geared towards Home Services/Handyman companies. Thanks in advance, Think N TinkerSales Tax
Hello All, I am getting ready to bring in a new tax consultant for 2025 for our business but was curious what others do on here that are in the same line of work that we are. We are located in north east maryland that services MD, PA, and DE (no sales tax). The tax laws are wickedly confusing for me especially when it comes to lawn applications. I have heard many different things and hope that my new agency will get it figured out but would appreciate any insight on this. Thank you in advance and hope everyone has an amazing holiday break coming up!!! Cheers Jim
Credit Card processing will soon be dead and it cant come soon enough.
As I learned more and more about businesses and how the market place works I was inevitable exposed to Credit Card processing. Since most of you were also exposed to CC processing services in one way or another I found It important to bring it up on this platform. How many of you have been negatively affected high interest that only keeps climbing? How about the dreaded phantom delays CC processing just magically creates for you? Or my personal favorite, when 20% of your duly owed compensation is withheld from you for 120 days because that's what the CC company has deemed is in your best interest.. To me, this system is awful and over due for a rude awakening. When capabilities such as Zelle, Checks, ACH transfers, and future technologies brought on by AI become more available; those little pieces of burdensome plastics will become obsolete. These THIRD PARTY credit card companies have taken advantage of virtually everyone, and I for one cannot wait until they are completely gone for good!Funding for a business with less than $100 k in revenue
I have been in the US for 4 years now and my business is 2 and a half years old. I pour everything I had in it and my wife is taking care of all our living expenses. We have a road map and a plan that seems to be working but I can't get out of that loop without funding to implement what we know works. Does anyone have any advice on how to get at least 15k to help us go to the next level?
