Whether you are a quantity surveyor or a chartered building surveyor, it’s likely that you spend the good proportion of your day out and about on the job.
Interacting with clients and various other trades people means your days are jampacked and you’re probably running on empty a lot of the time.
So the last thing on your mind will probably be managing your billing or business expenses – but both are crucial aspects which affect your bottom line profit.
Pocket PA was created to help every self-employed surveyor take care of their work “admin-stuff’ on the go from their phone, tablet or computer.
It’s a powerful web-based app that manages all your clients, appointments, invoicing and accounts and totally takes the stress and overwhelm out of working for yourself and running a busy mobile surveying practice.
And whether you use all the features or just a couple of the amazing benefits that the app offers, you will still be getting yourself super organised and saving precious time and money in the process.
Using a specialist freelance business app for surveyors means you can get your appointment scheduling down to a T with this calendar app. It’s fully colour-coded which helps you see exactly where you should be and with who on any given day and it’s easy to use which means you won’t need numerous online tutorials to work out how to get started!
Understand your finances instantly with colour coded dials to see how much you're earning every week, month & year
Pocket PA, made with love by a mum for her daughter, aiming to help all other like minded microbusiness owners work smarter, not harder
Take card payments within the app using Stripe, so you'll get paid faster. No card reader needed
Appointment Reminders and Thank you messages to minimise no shows & forgotten appointments
Let your clients book through your website or Facebook/Instagram page to take bookings anytime
Manage all your business admin in one place with everything jargon free - Eliminate overwhelm today
Snap, sort and store receipts to the cloud, so nothing is ever lost and everything can be claimed for
Customise your diary with beautiful colours to help you see exactly what you are doing each day, week & month
Eliminate your carbon footprint using a digital app that requires no paperwork mountains or deforestation to run your business
All data is securely backed up on the cloud and accessed using encrypted password protection
Free ‘helper’ apps (UK only) give you full appointment overview and directions using Google Maps & Waze
Sign up, no card details needed, then low cost affordable subscription with no tie-ins & 100% TAX DEDUCTIBLE
The app gives directions between appointments & tracks all your business mileage - simple, quick & easy.
See who still owes you money at the click of ONE button and track all missing payments instantly.
Having the data for your accountant is simple as you can set the app to get info sent to your inbox as a spreadsheet.
When you have a survey business, billing is critical in order to ensure you get paid. Pocket PA has a One stop solution for this which means you can send out personalised invoices to your clients.
Inside the email will be applicable link which they can make a payment directly into your account which will automatically get logged onto your income dial.
Business expenses are very easy to track because you can snap, sort and store all your receipts in one place which get backed up on the cloud for easy access 24/7. No more lost or forgotten receipts which means you can claim for everything which is allowable, from work equipment right down to your sandwich when you’re out and about!
Understanding the financial health of your surveying business puts you in charge and working like a True professional. Pocket PA has a one-click visual dial to show you exactly what your profit will be for any week, month or year based on your inputted income and expenses.
Managing things as you go along means that nothing becomes overwhelming and you will save time every single week and stay on track using this powerful business tool.
Whilst bricks, mortar, cement and concrete might be your go-to materials for strong foundations, Pocket PA is your own go-to one-stop app to ensure your business is built from the ground up to keep your own work life balance solid!