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How to print checks in QuickBooks Online

Accounting, QuickBooks / By

Knowing how to print checks in QuickBooks Online is a crucial part of handling everyday business functions. Read this blog to find out more.

How to print checks in QuickBooks Online Read More »

Whether you’re printing checks as part of your company payroll or to pay bills, knowing how to print checks in QuickBooks Online is an important part of handling your daily business functions. For many, this task is complicated and time-consuming — but it doesn’t have to be.

Fortunately, QuickBooks Online simplifies this process with its built-in check printing features. By printing checks directly from QuickBooks Online, you can complete the payment process faster and keep your finances updated at the same time.

In this guide, you’ll learn:

  1. How to set up your printer settings for checks.
  2. How to set up the print check features in QuickBooks.
  3. How to print checks in QuickBooks Online.
  4. How to solve common check printing errors.
  5. How to modify or edit your checks in QuickBooks.

Let’s jump in!

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Getting started to print checks in QuickBooks Online

Before you learn how to print checks in QuickBooks Online, you’ll want to check that your printer:

  • Has the correct paper stock for checks. If you load paper that is too thick or slippery, it can cause printing issues.
  • Is compatible with check printing.

Paper that is customized for checks includes security features (watermark, security fonts). This ensures that information is aligned properly to validate your checks. 

You can still print checks on a regular office paper type. So, if you don’t have any specialized check paper available, normal printer paper still works in a pinch. Most home and office printers are able to print checks, so you should be fine if your printer is set up to print letter-size (8.5”x11”) paper.

Setting up and using Intuit QuickBooks Online for check printing lets you print directly from your business accounts. This is a great way to keep your financial records organized and avoid manual data entry.

Configure your print settings for printing checks

As the final step before you address how to print checks in QuickBooks Online, you’ll need to configure your computer print setup. Chances are, you already have an office printer set up.

To check your printer preferences on a Microsoft Windows computer:

  1. Select your computer’s “Control panel” menu, navigate to “Hardware and sound,” and click on “Devices and printers.”
  2. Right-click on your printer and choose “Printing preferences.”
Screenshot showing how to set a default printer

Image credit: How-To Geek

  1. Depending on your printer system, you’ll have different options to choose from. However, every printer has standard options you’ll want to configure as follows:
    • Paper: Letter size.
    • Orientation: Portrait.
    • Scale: 100%.
    • Fit to page: Off.

You may need to make further adjustments depending on how your check test print comes out.

How to print checks in QuickBooks Online

Follow along with this simple, step-by-step guide to learn how to print checks in QuickBooks Online.

Step 1: Set up QuickBooks to print checks

If you’re printing checks for the very first time, access your print checks setup by following these steps:

  1. From the main menu, select “+ New” and then choose “Print checks.”
Screenshot showing how to print checks in QuickBooks

Image credit: Intuit QuickBooks

  1. In the preview option, choose the check format (standard or voucher) you want to print. If you’re printing paychecks, choose voucher checks, as this option is designed with fields for pay stubs. If you need to execute a sequence of checks, check the “Standard” box.
A screenshot showing the viewer to pick "Standard" when printing from QuickBooks.

Image credit: Intuit QuickBooks

Step 2: Add checks to the print queue

  1. After choosing your check type, click “View preview and print sample.”
  2. Your test check is previewed in the new window. Click “Print.”
  3. Ensure the printer settings (single/multiple checks, tray selection)  are correct and that your preview is confirmed before clicking “Print” again.
Screenshot showing a "Print preview" screen in QuickBooks.

Image credit: Intuit QuickBooks

  1. Once the sample check is printed, align it over your pre-printed check stock to make sure the print quality is adjusted properly and that your alignment settings are correct. If you need to adjust the print settings because it’s misaligned, click “No, continue setup.”
  2. Once it is checked over and your sample check is executed correctly, click “Yes, I’m finished.”
  3. QuickBooks will list all checks you’ve marked to “Print later.” Click each checkbox individually to select only the checks you want to print right now.

Step 3: Printing your checks

  1. Make sure your printer is loaded with the paper stock you want to print your checks on.
  2. Under the “Starting check no.” field, enter the check number of the first check you want to print. Then, click “Preview and print” and “Print” in the next two pop-up windows.
A screenshot showing the final step before printing in QuickBooks.

Image credit: Intuit QuickBooks

  1. Your print status is authorized to begin printing your checks. When it’s finished, look over everything to see if any checks were printed misaligned. If there were, you can re-print them from the next QuickBooks window. Make sure “Some checks need reprinting, starting with check:” is selected, and enter the number of the check where the errors began. If all your checks are printed correctly, click “Done.”
A screenshot of a QuickBooks confirmation screen asking if checks printed OK.

Image credit: Intuit QuickBooks

That’s all there is to it! You now know how to print checks in QuickBooks Online.

Accurately printing checks from QuickBooks is key to your financial management. It doesn’t just save you time and money — making sure each check is recorded correctly builds confidence in your: 

  • Community.
  • Vendors.
  • Employees.

Common issues and solutions

It doesn’t end with knowing how to print checks in QuickBooks Online. Preventing, diagnosing, and solving common problems is just as important. Here are a few issues you might encounter and tips to work through them.

Incorrect printer alignment

If your checks are printing misaligned, such as the signature line (if pre-printed) not printing in the right place, you may need to do several test prints to find the correct setting. No two printers are exactly the same, so settings that work with one printer may not work with yours.

Check that your print window:

  • Does not have “Fit to page” checked, as this option resizes your printed checks.
  • Has the print scale set at 100%.
  • Is set to portrait mode and not landscape mode.
  • Has letter (8.5”x11”) size paper selected.

To avoid issues, also ensure user permissions are set and that your wifi setting is validated.

Ink quality

You may notice streaky or patchy printing on your checks. If this happens, it’s almost certainly a problem with the printer itself. Check that your printer’s:

  • Software version is up to date. You may need to download a patch or update.
  • Rollers don’t have ink on them. If so, you will need to clean them.
  • Print speed is not set too fast. Some printer type settings have paper move through the printer more slowly.

Hint: Should other pages print with the same issue, you may need to bring your printer in for repairs or see that it is accessed and recalibrated by a service technician.

Also, note that if glossy or extra-thick stock paper is chosen for your checks, you may encounter issues. Your printer may not be designed to print on this type of paper, which causes streaky printing and/or alignment issues.

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Create or modify your checks

It’s easy to create checks and modify them in QuickBooks Online. We’ll show you step by step how to do both.

Creating a new check

To create a check, follow these steps:

  1. Select the “+ New” icon and then “Check.”
A screenshot of the Check section in the Vendors tab in QuickBooks.

Image credit: Intuit QuickBooks

  1. Enter the payee name and details.
  2. Input the amount.
  3. If you plan on printing the check through QuickBooks at a later time, check the box for “Print later.” Otherwise, enter the check number.
A screenshot showing the print details for vendor checks in QuickBooks

Image credit: Intuit QuickBooks

  1. Click “Save and close” when you’re finished.

Before saving, double-check the details to make sure all products, items, and any necessary bank account information are accurate. Make a note in the memo box if you need to include additional information.

Modifying an existing check

If you made an error entering the check details the first time, or you need to go back in to add new information, you can modify an existing check. Here’s how.

Step 1: Navigate to the check input screen

From the main menu, select “Expenses” and then “Checks.”

Step 2: Edit the check

Make any edits to the: 

  • Payee name.
  • Amount.
  • Date. 

Verify your details before continuing.

Step 3: Click “Print Check” or “Save and Close”

You can select “Print check” to print the check immediately in QuickBooks, or “Save and close” to save the check in QuickBooks without printing.

If you want to print the check later, select the “Print later” box and your check will enter a print queue for you to batch print checks later.

How to QuickBooks users can better manage lead to cash cycle

One of the best features of QuickBooks is its ability to integrate with third-party software. You can easily extend QuickBooks’ power with Method — a CRM and process automation platform that syncs with QuickBooks Online and QuickBooks Desktop in real time.

With powerful features to shorten your lead-to-cash process, Method adds marketing tools and detailed reports that simplify your pipeline. Add customization options (logo, font size) to your invoice templates and securely integrate with your checking account to process payments online.

The best part? Method’s seamless, two-way sync with your accounting software ensures that each transaction record is processed smoothly and appears in your QuickBooks and Method accounts instantly.

Method lets you save time and improve convenience for both your customers and team members to give you more time to address tasks that need your attention. Use its collection of resources to set up your customized solution. These include free: 

  • Tutorial videos.
  • Help center articles.
  • 24/7 customer support.

Learn how you can extend the power of your QuickBooks account in the video section above!

Key takeaways

Understanding how to print checks in QuickBooks Online gives you the advantage of keeping your banking information and financial records together. You stay organized and avoid manual processes by having QuickBooks update your information automatically.

When knowing how to print checks in QuickBooks Online, remember that:

  • Your printer settings need to be configured to avoid alignment errors and printing mistakes.
  • Voucher checks are better for pay stubs, while standard checks are good for multiple checks.
  • You can order your checks by date or payee to organize them for printing.

To optimize your payment processes even further and extend the limits of QuickBooks, consider integrating with third-party software like Method.

How to print checks in QuickBooks Online FAQs

Can you print checks out of QuickBooks Online?

Yes, QuickBooks Online supports check printing. One of the benefits of knowing how to print checks in QuickBooks Online is that you can keep your financial records organized and updated at the same time.

Avoid manually entering your checks one by one. QuickBooks Online categorizes your check register when you reconcile your accounts.

Do you need a special printer to print checks from QuickBooks?

You don’t need a special printer to print checks from QuickBooks, but you should check your compatibility and settings. The majority of home and office printers can print checks on regular letter-size paper.

How do you reprint checks and sales forms in QuickBooks Online?

To reprint checks in QuickBooks Online:

  1. Select “Expenses” which is navigated from the main menu and then click the “Expenses” tab.
  2. Find the check that you want to print or use the filter to locate it easier.
  3. Click “Print check” at the bottom of the screen.

To reprint sales forms in QuickBooks Online:

  1. Click on “Sales” from the main menu and select the “All sales” tab.
  2. Locate the invoice or sales form that is saved in the list. You can use the filter to find it easier.
  3. Select the sales form and click “More actions” to pull up a drop-down menu.
  4. Click “Print.”

Learn how to expand the power of your QuickBooks Online account with a free demo of Method!

A man handing a check towards the viewer.

How to record returned checks in QuickBooks Online

QuickBooks / By

Want to learn how to record returned checks in QuickBooks Online as smoothly as a full-time accountant? Look no further than this blog.

How to record returned checks in QuickBooks Online Read More »

When you’re under pressure to receive a deposit and the check bounces, it can push you over the edge. 

It’s especially annoying when you document the check in your system before it bounces, and it then messes with your records. To maintain accuracy, it’s essential to learn how to record returned checks in QuickBooks Online.

The good news for small business owners is that QuickBooks Online makes this easy. You can log each change in your account and record it under a specific category or type, including:

  • Sold products and services.
  • Company expenses.
  • Recurring sales and payments.
  • Returned checks.
  • Refunds and cancellations.

Here’s how to record returned checks in QuickBooks Online as smoothly as a full-time accountant.

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What is a bounced check?

A bounced check, also known as a returned check, happens when you cannot process a check. This occurs due to irregularities in the payer’s bank account when attempting to deposit money into the payee’s account. 

When this happens, the payee is charged a fee and the payment is reversed back to your company. 

How to reconcile accounts after a check bounces

Part of learning how to record returned checks in QuickBooks Online is to identify the following information:

  • Customer name.
  • Check number.
  • Date of return. 
  • Returned check amount. 
  • Bank fees associated.
  • Reason for return (e.g., NSF — non-sufficient funds).

Once this information is identified, you need to reconcile your accounts. Here’s how:

  1. Update the status of the returned check in QuickBooks so that it won’t affect your records.
  2. Check your expense account for bank fees.
  3. Mark the NSF fee charged to the customer.
  4. Send a notification to the customer that their check was returned, with the proper documentation attached (e.g., bank notice).
  5. Send them a new invoice with the updated balance due, including the bounced check fees. You can also add notes or a memo on the transaction.
  6. Make income account adjustments once you’ve received the new payment.
  7. Record the impact on your financial statements.

Once the new invoice is created and the amount is adjusted, all you need to do is lay back and wait for the new check to arrive. 

However, you still need to learn how to record returned checks in QuickBooks Online.

See how Method makes running your business easier.

The importance of recording a bounced check in QuickBooks Online

Recording a bounced check ensures your financial records are accurate, which is key to understanding your business’ financial health.

QuickBooks Online provides an efficient method to track and document these incidents. So, once a check is marked as returned in your system, you can rely on QuickBooks to handle the aftermath.

By handling these records, you ensure the correct amount is allocated to the corresponding transaction.

Methods to record a returned check in QuickBooks Online

To record a returned check in QuickBooks Online, you need to make sure that:

  • The information is entered accurately.
  • The charged fee is deducted from your expense account.
  • The new payment is processed correctly and is tracked closely.
  • The bounced check is posted on your customer records.
  • The customer is notified of the adjusted payment balance.
  • Your payment receipt is updated with the new amount.

With these follow-up actions taken, you’ll have tidy records and maintain good customer relationships.

Using an expense to record a returned check

The first method to record a bounced check requires you to: 

  • Adjust accounts receivable.
  • Create and allocate items for bank charges.
  • Update the customer account status. 

To maintain accuracy and financial health, you must:

  • Enter service items for bounced check fees and bank service charges.
  • Document the NSF fee charged to the customer.
  • Note any income account adjustments. 
  • Ntify the customer and request repayment. 

Now, here’s how to record returned checks in QuickBooks Online:

  1. Click on “+ New.”
  2. Choose “Expense.”
  3. Locate the “Payee” field and choose the customer who returned the check.
  4. Use the “Payment Account” drop-down to pick the account intended for the deposit.
  5. Fill in the Payment date field with the date the check bounced.
  6. Expand the “Category details ▼” drop-down list.
  7. In the “Amounts are” field, click “Out of Scope of Tax.”
  8. For the “Category”, choose “Accounts Receivable.”
  9. Type a memo such as “bounced check” or “NSF check” in the “Description” field.
  10. Input the check’s amount in the “Amount” field.
  11. To finalize, click “Save and Close.”

Knowing how to record returned checks in QuickBooks Online means you can balance your outstanding invoices with ease.

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Using an invoice to record a bounced check

Using an invoice to record a bounced check is only possible when you meet these conditions:

  • The failure to receive the payment is recorded. 
  • The bank fee is reconciled.
  • The status of the original customer invoice is reported as “open” and unpaid.

Once you’ve done this, you can resend the unchanged, original invoice back to your customer, as it remains unsettled. You can then refer back to your invoice records to see your history of returned checks.

If you want to charge your customer for the bounced check fees, generate a new invoice. It’s important to keep the original invoice the same for this purpose. To do this, follow these steps:

  1. Click on “+ New.”
  2. Navigate to “Customers” and select “Invoice.”
  3. Choose the customer name, then fill in the check’s return date in the “Invoice date” field.
  4. In the “Amounts are“ section, choose “Out of Scope of Tax.“
  5. In the “Product/Service“ column, use the drop-down menu to pick the “Bounced check fee“ item you’ve previously set up.
  6. Specify the fee amount for the bounced check. Use the “Description“ field to explain the new charge to your customer.
  7. Finish by clicking “Save and close.“

Using a journal entry for a returned customer check

To record a bounced check in a journal entry:

  1. Click “+ New.”
  2. Choose “Journal Entry” under the “Other” section.
  3. Fill in the date the check was returned in the “Journal date” field.
  4. On the first line, pick “Accounts Receivable” from the “Account” drop-down.
  5. In the “Debits” column, type the bounced check amount.
  6. Select the customer from the drop-down menu in the “Name” column.
  7. On the second line, click the appropriate bank account from the “Account” drop-down menu. The “Credits” field should automatically reflect the amount.
  8. Insert a brief explanation for this entry in the “Memo” field.
  9. Hit “Save.”

This way, you ensure the bounced check is acknowledged and properly recorded. Next, you need to resolve the original invoice and associate the check with the journal entry you’ve just created:

  1. Navigate to “Sales” and click on “Customers.”
  2. Click on the name of the customer who issued the bounced check to view the “Transaction List.”
  3. Find and click on the record of the bounced check.
  4. Uncheck the invoice initially covered by the check, then click “Journal Entry” to link it.
  5. Choose “Save.”

Now you’ve you’ve connected the bounced check to the journal entry. The final step is to record the bank’s service charge for the bounced check as an expense.

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Handling bounced checks written by you

When a check you’ve written bounces, you need to enter a reversing journal entry and manage bills and payments accordingly. This includes deducting the overdraft charges from the appropriate expense account and creating a new bill payment check.

Pro tip: Create and print your checks directly on QuickBooks so that you always know your account’s balance before making a payment.

Manage a bounced check you wrote

Now that you know how to record returned checks in QuickBooks Online, let’s see how to manage a bounced check you wrote. First, there’s a reversal entry required:

  1. Go to the “Company” menu and click on “Make General Journal Entries.”
  2. Verify that you correctly filled the “Date” and “Entry No.” fields.
  3. In the journal entry, debit the checking account by the bounced check’s amount.
  4. Credit the A/P (Accounts Payable) account by the same amount.
  5. Input the “Vendor name.”
  6. Add any memos for additional details if needed.
  7. Click “Save & Close.”

Now, you have to reassign the bill payment and link it to the journal entry:

  1. Access the original bill payment check.
  2. Remove the selection from the bill(s) initially settled by the bill payment check.
  3. Mark this in the “Journal Entry” you made when recording a reversal journal entry.
  4. In the “Memo” section, note that the check was returned due to insufficient funds.
  5. Click on “Save & Close.”

Then, you must document the overdraft fees incurred. This is only necessary if your vendor charges you the overdraft fees, which you should expect. Here’s how:

  1. Navigate to the “Vendors” menu and click on “Enter Bills.”
  2. Type in the “Vendor name.”
  3. Use either the “Expenses Tab” or “Item Tab” to record the overdraft fees. This ensures that you select the correct account or item.
  4. Use the “Memo” field to clarify that these costs stem from an NSF bill payment check.
  5. Select “Save & Close.”

Finally, you’ll have to issue a new payment for the unlinked bills. Once you’ve unlinked the original payment from the bills, QuickBooks will automatically mark their status as “unpaid.” This means the payment option will become available on the “Pay Bills” page.

That’s it! Once this is handled, you can rest assured that your records are accurate and up to date.

How QuickBooks users strengthen the lead-to-cash process

Even if you know how to record returned checks in QuickBooks Online, what about the rest of your lead-to-cash process? Method CRM comes in handy when the capabilities of your accounting software hit their limits. 

Method is the #1 automation tool for QuickBooks users, as it offers a two-way sync that updates your information on both platforms in real time. Method CRM:

  • Tracks your leads and customers through the conversion pipeline.
  • Manages every interaction you have with leads and customers.
  • Collects leads and payments with online tools.
  • Lets you create personalized quotes and invoices.
  • Organizes and centralizes your business data.
  • Gets you paid sooner.

Key takeaways

Overall, learning how to record returned checks in QuickBooks Online is essential for accurate bookkeeping. Remember that:

  • QuickBooks Online offers several methods to manage returned checks efficiently.
  • Detailed documentation and reconciliation processes are vital to maintain accurate financial records.
  • Recording bounced checks is just one part of simplifying your lead-to-cash process.

If you’re ready to extend the limits of QuickBooks, consider third-party tools like Method CRM to get paid more reliably.

Frequently asked questions

Can I bill a customer for NSF fees in QuickBooks Online?

Yes, you can create a new invoice with NSF fees to bill your customer. This process requires you to:

  • Enter the NSF fee charged to the customer.
  • Adjust the income account accordingly.
  • Document the action taken.

How do I handle multiple bounced checks from the same customer?

To handle multiple bounced checks from the same customer, record each bounced check separately to ensure accurate tracking and billing. Keeping detailed records, including customer account status and follow-up actions, is crucial for managing multiple incidents. For repeat offenders, you can consider blacklisting or taking legal action against them.

Is there a way to automate the recording of bounced checks in QuickBooks Online?

While complete automation is unavailable, QuickBooks Online lets you create recurring invoices and set up reminders to complete different transactions. Setting reminders simplifies the process of recording returned checks.

Ready to make your payment process easier for everyone? See what Method can do for you.

Image credit: NIKCOA via Adobe Stock

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The best cold call script (that actually works)

Sales, Small Business / By

Cold calling isn’t easy, but it’s a proven way to reach a new audience and generate leads. Check out the best cold call scripts in this blog.

The best cold call script (that actually works) Read More »

No matter how social you are, cold calling is nerve-wracking. But, it remains a crucial component of an effective sales strategy. 

When executed properly, cold calling can be a powerful tool to generate new leads, uncover valuable insights, and ultimately drive business growth. However, crafting an effective cold call script requires careful planning and a deep understanding of your target audience.

In this comprehensive guide, you’ll explore: 

  • The key elements of a successful cold call script.
  • Practical tips and proven cold calling techniques.
  • How to overcome objections and turn cold leads into warm opportunities.

Let’s jump in! 

What is a cold call?

Cold calling is the act of reaching out to potential customers or clients who have not previously expressed interest in your product or service. The purpose of a cold call is to: 

  • Initiate a conversation.
  • Build rapport.
  • Generate a sales opportunity. 

Cold calling differs from “warm” calling, where the prospect has some prior awareness or interest in what you’re offering.

The purpose of cold calling scripts

Cold calling scripts serve as a structured framework to guide the conversation and ensure you cover all the key points. A well-crafted script helps you:

  • Introduce yourself and your offering effectively.
  • Pique the prospect’s interest and curiosity.
  • Uncover their needs and pain points.
  • Demonstrate the value of your solution.
  • Handle objections and concerns smoothly.
  • Move the conversation towards the next step.

Free template: Best cold call script starter pack

Ready to start making cold calls? Download this starter pack for tried and tested scripts for cold calling to nurture and convert more leads in any situation.

If you don’t see the download form, download template here.

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See how Method makes running your business easier.

How to create effective cold call scripts

There are four key steps you must take into consideration when writing cold calling scripts.

1. Craft compelling opening statements

Your opening line is crucial in capturing the prospect’s attention and setting the tone for the rest of the call. Craft an engaging, personalized introduction that quickly conveys who you are and why you’re reaching out.

2. Structure the conversation for maximum impact

Organize your script in a logical flow, with clear transitions between each section. This might include: 

  • An icebreaker.
  • A value proposition.
  • Questions to uncover needs.
  • A call to action.

3. Tailor scripts to different target audiences and industries

Adapt your script to your target audience’s specific: 

  • Pain points.
  • Priorities.
  • Communication styles. 

This could involve using industry-specific language or highlighting relevant use cases. For example, if you want to target manufacturing businesses, your script might involve concepts around inventory and warehousing.

4. Incorporate persuasive language and value propositions

Leverage powerful, benefit-driven language to articulate the unique value you can provide. Avoid jargon or self-centered messaging, and focus on how you can help the prospect achieve their goals.

Does cold calling really work?

While the effectiveness of cold calling has been debated in recent years, it remains a valuable tool in many sales organizations. 

Our findings show that cold calling success rates average around 2%. While this might seem insignificant to some, the best cold call scripts can create a domino effect of referrals that generates way more opportunities over time.

Objection handling in your code call script

Times have changed, and people answer unsolicited calls now less than ever. Cold calling must be executed strategically to overcome potential challenges, such as increased call screening and prospect fatigue.

Anticipating and addressing common objections is crucial to keeping the conversation moving forward. Incorporate responses to objections like “I’m not interested,” “We’re already working with a provider,” or “I don’t have the budget right now” into your script.

What makes a successful cold call?

A successful cold call is one that effectively engages the prospect, uncovers their needs, and moves the conversation towards a meaningful next step — whether that’s a: 

Below are the key elements of a successful cold call.

Value proposition statement

Clearly articulate the unique value you can provide and how it aligns with your prospect’s specific needs or challenges. If you’re an HVAC business, for example, mention the pain points you can solve, like providing working air conditioning during the hot summer months.

Building rapport and establishing trust

Use active listening and personalized communication to create a connection and demonstrate your understanding of the prospect’s situation.

Effective communication techniques

Speak clearly, maintain a positive tone, and use open-ended questions to encourage the prospect to share more information.

Addressing objections and overcoming rejection

Anticipate and respond to common objections with confidence, while remaining flexible and adaptable to the prospect’s concerns.

Strategies for maximizing engagement and interest

Do everything you can to keep the prospect engaged and interested in learning more. Best practices are to incorporate:

  • Storytelling.
  • Industry insights.
  • A sense of urgency.

Leaving a voicemail

If the prospect doesn’t answer, leave a concise, compelling voicemail with all your contact information. Make sure to reiterate your value proposition and encourage them to call you back.

How to crush your cold call

So, how do you effectively make a cold call? Below are five steps to give yourself the best chance of closing.

1. Conduct pre-call preparation and research

Thoroughly research each prospect’s: 

  • Basic personal information.
  • Company.
  • Industry.

This way, you can personalize your approach and demonstrate your understanding of their unique needs.

2. Craft a strong value proposition

Develop a clear, compelling value proposition that directly addresses the prospect’s pain points and highlights the unique benefits of your solution.

3. Handle objections effectively

Anticipate and prepare responses to common objections, while remaining flexible and adaptable to the prospect’s specific concerns.

4. Leverage storytelling techniques

Make your pitch more engaging and memorable. Proven tactics include using:

  • Anecdotes.
  • Case studies.
  • Personal experiences.

5. Build rapport and trust quickly

Actively listen, ask thoughtful questions, and tell a joke or two to build trust with your prospect. Find common ground to establish a personal connection and demonstrate authenticity by being transparent and helpful.

Close cold calling leads with Method

Mastering the art of cold calling is just one step in optimizing your sales process. To maximize your success and close more deals, you need a powerful CRM solution.

Introducing Method — the #1 tool for QuickBooks and Xero users. With it, you can supercharge your cold calling efforts and drive revenue growth. 

The platform lets you:

  • Centralize lead management.
  • Nurture your hard-earned leads.
  • Automate routine tasks and follow-ups.
  • Gain valuable insights.
  • Integrate with your existing systems, such as accounting software.

Don’t let your hard-earned cold calling efforts go to waste. Empower your sales team with Method and unlock the full potential of your cold calling campaigns. 

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How to choose the best job scheduling app for trades

Field Services, Small Business / By

Gone are the days of pen and paper for scheduling tasks. Learn how to choose the best job scheduling app for your business.

How to choose the best job scheduling app for trades Read More »

Gone are the days of pen and paper for scheduling tasks. Is your business stuck in the past? 

Digital scheduling software lets you easily: 

  • Create employee schedules. 
  • Track time and labor costs.
  • Keep employees organized. 

But with so many scheduling platforms on the market, which is best? 

Keep reading to learn how to choose the best job scheduling app for your business. 

Let’s jump in!

What is a job scheduling app?

A job scheduling app is a software tool that manages your employees: 

  • Shifts. 
  • Assignments. 
  • Work schedules. 

With advanced features like auto-scheduling and filter views, these apps let you:

  • View employee availability. 
  • Manage time-off requests. 
  • Facilitate team communication. 
  • Monitor job progress in real time. 

They give your employees functionality too. They can: 

  • Clock in with mobile access. 
  • Easily pick up and swap shifts. 
  • Request time off. 
  • Access job information and real-time updates.

By automating manual tasks, employee job scheduling apps help you reduce errors and improve overall efficiency.

Grow your field service business with automation.

See how

Key features to look for in a job scheduling app

When choosing a scheduling app, prioritize features that maximize your investment. Look for the following functionalities in your ideal software. 

Ease of use for employees

A job scheduling app should offer an intuitive interface for smooth navigation. With features like drag-and-drop scheduling, your team members can manage their time effectively without constant oversight.

This user-centric design leads to: 

  • Quick, minimal training. 
  • Higher adoption rates. 
  • Fewer scheduling mistakes.

Integration capabilities

Your scheduling software should seamlessly integrate with current systems, including:

  • Payroll systems. 
  • HR platforms. 
  • Project management tools. 

This connectivity empowers you with: 

  • Reduced manual data entry. 
  • Smooth data flow between systems. 
  • Task automation for increased efficiency. 

Cost-effectiveness

Your job schedule app should offer a good balance between cost and functionality. Beyond initial investment, consider the app’s positive, long-term impact on your administrative costs and productivity. 

Some apps offer tiered pricing plans that let you pay only for the features you need. This makes it easy to find a solution that fits your budget while delivering the necessary functionality. 

By focusing on key features, you’ll select a scheduling app that offers the best value for your money. 

Best job scheduling apps for trades contractors in 2024

Without further ado, here are the best job scheduling apps for trade contractors. 

Method:Field Services

Method:Field Services is the best job scheduling software for QuickBooks and Xero users. The platform’s two-way sync lets you centralize information and create a seamless flow between your accounting software and Method. 

With Method, you can: 

  • Assign shifts and jobs. 
  • Generate estimates and invoices. 
  • Customize features to your unique needs. 

Features and benefits

  • Filter views for automated scheduling and dispatching. 
  • 360-degree view of crew members’ schedules. 
  • One-click conversion of estimates to invoices. 
  • Real-time job updates and route mapping. 
  • Robust analytics with customizable reports. 

Limitations

  • Suited for QuickBooks and Xero users. 
  • Only available in English.

Reviews

Method CRM receives high praise for its QuickBooks integration and vast customization options. Users also appreciate its workflow automation features, from lead management to job scheduling. 

Cost

Method:Field Services offers two pricing options, depending on your role: 

  • Field Crew Technician: $15 per month.
  • Dispatcher: $45 per month.

Method also offers a 14-day free trial with no commitment or credit card required.

ClickUp 

Screenshot of ClickUp

Image credit: ClickUp

ClickUp is a business productivity software that lets you manage your projects with ease. It offers a calendar view to see goals and employee work schedules from a single location.

What’s more is that ClickUp provides customizable templates to tailor the software to your needs. 

Features and benefits

  • Employee reminders for important tasks.
  • Gantt chart view with drag-and-drop interfaces.
  • Integrations with Google Calendar and other time planning tools. 
  • “Employee Schedule Template” for weekly shift planning. 

Limitations

  • Overwhelming user interface.
  • Steep learning curve for non-tech-savvy users. 

Reviews

Reviewers commend ClickUp for its flexibility and no-code customization. They also value its ability to integrate with more than 1,000 tools.

On the downside, some users find ClickUp’s reporting and time tracking tools challenging to navigate.

Cost

ClickUp offers three pricing plans:

  • Unlimited: $5 per user per month.
  • Business: $12 per user per month.
  • Business Plus: $19 per user per month.

They also offer a “Free Forever” plan with limited functionality at no cost. For larger teams, contact sales for a custom price.

QuickBooks Time 

Image credit: QuickBooks 

QuickBooks Time is a cloud-based, GPS software for field service teams. It automates time tracking and offers scheduling features to manage calendars by job or shift. 

Features and benefits

  • GPS tracking for employees on the go. 
  • Job and project tracking, including timestamp recording. 
  • Automated notifications for crew member attendance and break times. 
  • Mobile time clocks and facial recognition for secure clock-ins.  
  • Geofencing to monitor designated areas.

Limitations

  • Difficult to learn. 
  • Costly upgrades to add certain features. 
  • Mobile app is glitchy and slow to load. 

Reviews

Reviewers appreciate QuickBooks Time for its intuitive user experience and strong time tracking features. It integrates smoothly with QuickBooks to simplify your payroll workflow. 

However, some users report a learning curve and issues with facial recognition upon sign-in. 

Cost

QuickBooks Time offers two pricing options: 

  • Premium: $14 per month.
  • Elite: $28 per month.

Note: You can use QuickBooks Time on its own or integrate it with other QuickBooks plans. 

Calendly 

A product shot of Calendly that highlights its scheduling functionality.

Image credit: Calendly

Calendly is a scheduling software that simplifies appointment setting and calendar management. 

With Calendly, your customers can book appointments directly through the software. This cuts down on back-and-forth communication and speeds up business transactions. 

Features and benefits

  • Automated appointment scheduling for seamless booking.  
  • Integrations with iCloud, Outlook, and Google Calendar.
  • Intelligent scheduling for alignment across time zones. 
  • Automated follow-ups and reminders to minimize no-shows.

Limitations

  • Advanced features require paid plans.
  • Becomes complex when you use several event types. 
  • Internet access is required for appointment booking and management. 

Reviews

Reviewers commend Calendly for simplifying the scheduling process. Users also note long-term positive impacts on customer satisfaction and administrative efficiency. 

However, features in the free version are seriously lacking. Some also note difficulties with complex schedules.

Cost

In addition to a free plan, Calendly offers a range of pricing options:

  • Standard: $10 per seat per month.
  • Team: $16 per seat per month. 
  • Enterprise: Starts at $15,000 per year

Jobber

Jobber Ad Screenshot

Image credit: Jobber

Jobber is a cloud-based scheduling software that keeps your team organized. It offers extensive features that let you: 

  • Schedule and dispatch jobs with ease. 
  • Optimize routes for efficient business operations. 
  • Track employee productivity in real time.
  • Integrate with popular tools like QuickBooks Online. 

Features and benefits

  • Effortless quote-to-job conversion. 
  • Client portals for hassle-free booking. 
  • Mobile app for easy on-the-go access. 
  • Drag-and-drop scheduling and dispatching. 
  • Customizable features for recurring shifts and one-time projects. 

Limitations

  • Offers limited offline functionality. 
  • Has difficulties duplicating entries on the interface. 
  • May be too expensive for small business owners.  
  • Challenges syncing with QuickBooks and other accounting tools.  

Reviews

Reviewers appreciate Jobber for its time-saving features and user-friendly interface. Users also commend Jobber’s mobile app for its simplicity and effectiveness. 

However, some note the software’s high cost as a downside.  

Cost

Jobber offers three pricing plans:

  • Core: $49 per month for 1 user.
  • Connect: $149 per month for up to 7 users.
  • Grow: $299 per month for up to 30 users.
  • Additional users are $19 per month each.

Homebase

Product shot of Homebase's scheduling features

Image credit: Homebase

Homebase is a workforce management software that helps businesses with their: 

  • Scheduling. 
  • Time tracking. 
  • Payroll processes. 

It’s an intuitive platform that caters to a wide range of industries, especially those with hourly teams. 

Features and benefits

  • Automated schedule creation and time tracking.
  • Shift swapping and time-off requests directly through the app. 
  • Built-in messaging, real-time alerts, and automated reminders.                                   
  • Time-off management in compliance with labor laws. 

Limitations

  • Learning curve to implement software across the team. 
  • Advanced features are reserved for higher-tier plans. 

Reviews

Homebase is well-received for its simple interface and comprehensive suite of tools. Users value its integration of scheduling and payroll processing into one cost-effective solution.

However, navigating the full range of features is challenging for some.

Cost

Homebase offers tiered pricing to fit different business needs. It has four options:

  • Basic: Free.
  • Essentials: $20 per month. 
  • Plus: $48 per month.  
  • All-in-One: $80 per month. 

QuickBooks can’t do everything, so let Method:Field Services help.

Try for free

Top benefits of job scheduling apps

Create schedules with ease

Scheduling apps let you create and adjust team calendars in just a few clicks. They also highlight gaps in your work schedule. You can leverage this information to: 

  • Follow up on new leads. 
  • Address scheduling conflicts quickly. 
  • Adapt to last-minute changes. 

Better yet, this ease of use prevents overstaffing and understaffing for optimal team levels. 

Share estimates and invoices from the job

Job scheduling apps make it easy to generate estimates and invoices directly from the job site. This simplifies the billing process and ensures prompt delivery of financial documents to your clients. 

Not to mention, the swift dispatch of estimates and invoices facilitates:

  • Faster client approval. 
  • Reduced turnaround time for payments. 
  • Enhanced transparency. 
  • Optimized cash flow.

Maintain customer contact data

A key feature of many job scheduling apps is that they manage customer information securely. By having all the necessary contact details at your fingertips, you can: 

  • Track client information.
  • Simplify your scheduling process. 
  • Enhance customer service. 
  • Ensure timely communication. 

Simplify your time tracking and payroll workflow

Job schedule apps simplify time tracking by automatically capturing: 

  • Employee hours.
  • Overtime. 
  • Sick leave and vacation days. 

Plus, job scheduling software enhances your payroll workflow by tracking:

  • Labor costs. 
  • Billable hours. 
  • Nonbillable hours. 

When you integrate job scheduling with your payroll software, you reduce payroll errors and spend less time on processing. 

Automate customer and internal communication

Job scheduling apps come with built-in communication tools that automate: 

  • Appointment reminders. 
  • Upcoming shift alerts. 
  • Notifications about shift swaps. 

As a result, you reduce miscommunication and enhance your operational efficiency.  

Job scheduling app: Wrap-up

The best job scheduling apps empower seamless team coordination and enhanced efficiency. 

However, the ideal app differs for each business, so be sure to choose one that aligns with your goals and needs. If you’re a QuickBooks or Xero user, Method:Field Services is the ideal solution to stay organized and centralize information.

With the right job scheduling app, you spend less time managing your team and more time pursuing new clients.

Job schedule app FAQs

How does a work schedule app work?

A work schedule app lets business owners create and distribute job schedules digitally. These apps also come with employee scheduling features that let workers: 

  • Input their availability. 
  • Trade shifts with colleagues. 
  • Receive notifications about upcoming shifts or changes.

How much does a job schedule app cost?

The cost of a job schedule app depends on its: 

  • Features. 
  • Pricing model. 
  • User limits. 

Prices span from free, basic versions to high-end premium plans. For a cost-effective job scheduling solution, consider Method:Field Services. 

See how Method:Field Services turns your scheduling mess into success. 

Image credit: Mikael Blomkvist via Pexels 

A man in a suit and tie smiling while using a tablet.

Best way to get HVAC leads

Field Services, Small Business / By

Lead generation is key to running a service business, but it’s not always easy. Check out this blog to learn the best way to get HVAC leads.

Best way to get HVAC leads Read More »

Navigating the competitive HVAC industry requires strategies to consistently generate leads. If you’re looking for the best way to get HVAC leads, look no further. 

This blog outlines the top ten tactics to boost lead acquisition, from cold-calling to harnessing the power of social media platforms. You’ll also learn the most effective ways to automate and simplify your lead management process.

Ready to elevate your business like a marketing pro? Let’s dive in!

Best way to get HVAC leads: 10 best strategies for more leads

1. Run digital ads

For many, the best way to get HVAC leads is to invest in digital ads on platforms like Google Ads and Facebook. It lets you target specific: 

  • Demographics.
  • Locations.
  • User behavior.

Focus on local targeting and use keywords related to HVAC repair, installation, and maintenance to drive traffic to your business. Use compelling digital content like visuals and customer testimonials to enhance your ad’s appeal.

2. Use a cold calling strategy

Another best way to get HVAC leads is cold calling. This outreach strategy opens the door for potential clients who have never even heard of your services. Customize your approach for each of your phone calls by focusing on how your services solve specific problems like energy efficiency or improved air quality. 

Based on our firsthand experience, training your team to handle objections and follow up consistently also increases your success rate. You can also use a powerful cold calling script to drive consistency and close deals reliably.

3. Optimize website for local search

It’s essential to build your website using a local search engine optimization (SEO) strategy to capture potential leads who need HVAC services in your area. To accomplish this, you must:

  • Incorporate local keywords.
  • Ensure your name, address, and phone number information is consistent across platforms.
  • Create location-specific landing pages. 

Also, make sure your site is fast, mobile-friendly, and accessible. Providing a great user experience through your site helps boost your rankings in Google search results.

4. How to get free HVAC leads: Social media

Social media is another best way to get HVAC leads, as it’s a largely free way of connecting with potential customers. Share engaging content that provides value, like:

  • Maintenance tips
  • Energy-saving advice
  • Photos of your team in action. 

Use hashtags to increase your visibility and consider running contests or promotions to encourage shares and likes.

Get time back to focus on growth with Method.

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5. Build an email list and send targeted campaigns

An email list is a goldmine to nurture leads and convert them into ideal customers. To build up your list, offer valuable content like a free maintenance checklist in exchange for email sign-ups. 

You can also break down your list into smaller audience segments based on customer interests or behaviors. This lets you send personalized and relevant email campaigns that drive engagement and service bookings.

6. Make online booking easy on your website

The right online booking tool significantly increases your conversion rates. Ensure that your booking process is straightforward and comprised of as few steps as possible. 

Your booking information should also be clearly visible on your website. Offering the ability to self-schedule appointments 24/7 accommodates the busy lives of your customers. As a result, an online booking tool leads to more bookings over time.

7. Leverage referral programs and partnerships to get free HVAC leads

One of the most effective and cost-efficient strategies to get HVAC leads is through the power of your own existing network. By leveraging referral programs and forming strategic partnerships, you can tap into a rich selection of free HVAC leads to make your business thrive. 

8. Build relationships with contractors and real estate agents

Contractors and real estate agents are in a unique position to recommend your services to homeowners who need immediate or future HVAC services. 

Offer these service professionals incentives like:

  • Social proof.
  • Positive reviews.
  • Referrals.

Also, keep them informed about your latest services and promotions. These strategies help you maintain strong, mutually beneficial business relationships that last.

9. Offer incentives for customer referrals

Reward your satisfied customers with a simple customer referral program. Encourage them to become brand ambassadors by offering them rewards for online reviews and testimonials, or for every new customer they refer. Some customer referral program ideas for incentives include:

  • Special offers and discounts on their next service.
  • A small gift.
  • A cash reward. 

Make sure to publicize your customer referral program initiatives and referral traffic through all your communication channels to best reach your target audience. 

Grow your HVAC business with Method

If you’re looking for the best way to get HVAC leads, then look no further than Method. It offers a suite of tools that simplify your operations and boost your lead generation efforts.

Say goodbye to manual data entry and missed sales opportunities. Method automates your entire lead management process to ensure prompt follow-ups with each of your prospective customers. This way, no lead every falls through the cracks.

Not to mention, with real-time analytics tools and customizable reports, Method gives you a clear view of your sales pipeline and customer interaction history. This way, you can:

  • Understand where your leads are coming from.
  • Identify and deal with bottlenecks.
  • Make data-driven decisions to optimize your sales process.

Additionally, with Method, you get to enjoy capabilities such as:

  • A powerful two-way sync with QuickBooks. 
  • Mobile accessibility to access data on the go. 
  • Simplified scheduling for timely service. 

Wrap-up: How to get HVAC leads

To sum up, mastering how to get HVAC leads involves a blend of innovative strategies and efficient tools. 

Whether you’re exploring how to get free HVAC leads or looking for the best way to get HVAC leads, it’s key to leverage a combination of:

  • Digital marketing efforts.
  • Referral programs.
  • Business partnerships. 

Remember, if you’re looking for the best way to get HVAC leads, a business software solution like Method simplifies your lead generation strategy and management process. As a result, you set your HVAC business on the path to success.

Best way to get HVAC leads FAQs

How much does it cost to get more HVAC leads?

The cost of getting more HVAC varies widely depending on the strategies you use. 

Paid advertising, for example, requires an upfront investment but offers quick returns. On the other hand, SEO efforts and social media strategies take longer to produce results but are cost-effective in the long run. 

Investing in a CRM like Method is also a cost-effective way to automate and optimize your lead generation process.

Why is lead generation marketing important for contractors?

Lead generation marketing is vital for contractors as it ensures a consistent stream of potential clients. It targets specific demographics to reach a wider audience and supports a proactive business strategy by filling your sales pipeline with new opportunities.

Ready for your sales team to get the best way to get HVAC leads?

See how Method unlocks your full potential.

Image credit: BGStock72 via Adobe Stock

A man leaning on a shelf of water pipes in a store looking into the camera.

How to start a plumbing business from scratch

Field Services, Small Business / By

Learning how to start a plumbing business isn’t easy, but with the right steps, you’ll come out on top. Read more in this blog.

How to start a plumbing business from scratch Read More »

Starting a plumbing business from scratch isn’t easy. But if you have the skills and drive to make it, the sky’s the limit for your success and profitability.

However, it takes more than being an experienced plumber to succeed. Knowing how to start a plumbing business requires: 

  • A good plumbing business plan.
  • Financial backup.
  • The development of a customer base.

Whether you’re a professional plumber with an established business or a new entrepreneur, this guide outlines the essential steps you need to learn how to start a plumbing business from scratch.

Steps to starting a successful plumbing business

There are many steps to consider when learning how to start a plumbing business. Careful planning using the following points will help you create a successful business model and solid financial plan.

1. Get your licenses and required training

Whether you’re going solo or have staff, it’s important to make sure everyone working on jobs has the correct training and licensing requirements.

Different countries and states have different requirements, so you’ll need to check your local licensing board.

There are also differences between commercial service and residential plumbing certifications, and specializing as a licensed plumber in a particular area can give you a competitive advantage.

2. Research your target audience

Knowing your target demographic helps you understand how to:

  • Market your business.
  • Have parts and plumbing tools for common problems.
  • Set yourself apart from the competition.

If you’re a residential plumber, being able to take credit cards on-site helps you get paid faster.

With this information, you can tailor your services to the customers you want to reach.

3. Create a business plan

A solid business plan outlines the target goals you need to hit to be successful. Because it sets a strong foundation for your business, it’s a crucial step when learning how to start a plumbing business. 

When you consider future expenses, earnings, and how you’ll run your business, you get a better idea of your goals and what you need to do to achieve them.

What to include in your business plan

Your business plan describes your:

4. Get financing (if needed) for equipment

The plumbing industry requires many specialized tools that shoot up your startup costs.

If you don’t have the capital to invest in plumbing equipment upfront, consider business loans or leasing options. Make a detailed list of necessary equipment and factor in any loans or financing in your business structure.

Apart from essential plumbing tools and materials, plumbing software also helps you run your business more efficiently and effectively — especially if you manage a team of plumbers.

After putting it to the test, using plumbing software to calculate the fastest route planning solution between jobs and managing your customer information saves enough time to add another job to your workday! Being able to work faster and with fewer bottlenecks means more money in your pocket.

5. Register your business and get insurance

When registering your business, you’ll need to choose a company structure. This can include:

  • Sole proprietorship.
  • Partnership.
  • LLC.
  • Corporation.

Research the differences and choose the one that best fits your business plan, then register your business with your local services office. 

Next, contact an insurance company for liability insurance and workers’ compensation insurance. Business insurance protects your business and any employees against problems that happen on a plumbing job, such as property damage and injury.

6. Price your plumbing services

A large part of knowing how to start a plumbing business is knowing how much to charge for your work.

How you price plumbing services depends on your:

  • Local area: See what competitors charge for the same services and price yours accordingly. You can tweak this figure higher or lower depending on the demand for plumbers in your region.
  • Expenses: Calculate overhead costs, such as vehicle maintenance and gas. Do you need to rent specialized equipment? Add up your expenses and include them in how much you charge.
  • Profit margin: This is how much you get to pocket after the job is done. On average, this can be anywhere from 20–35% of your total charge.
  • Value to customers: If you have a master plumber license, are experienced in a niche field, or provide high-quality plumbing services, make sure to charge more for your additional value.
  • Taxes: Research how much money you’ll need to put aside to pay your taxes. A good rule of thumb is 35% of your income.

Remember that you may be able to expense costs related to running your business. Keep track of things like vehicle mileage, gas, and equipment maintenance costs to claim money back at the end of the tax season.

7. Get leads

If you’re starting a plumbing company from scratch, you’ll need to build a customer base.

Popular sales strategies to accomplish this include:

  • Networking with local contractors and realtors.
  • Attending industry conferences.
  • Cold calling and door-to-door advertising.
  • Creating a website with a search engine optimization (SEO) strategy.
  • Advertising online, in local ads, or even using company vehicle branding.
  • Posting to social media accounts.
  • Offering promotions or gift cards to new customers.

Having an online presence is an effective strategy for success, as it lets potential customers find out more about your business before they contact you for a service. As a result, you get a higher volume and quality of leads.

8. Manage and grow your customer list

Generating positive reviews is a good way to build new customer relationships and give leads confidence to choose you over a competitor. Leaving business cards when finishing plumbing projects leads to a more positive customer experience.

Make an account on review sites and a Google Business Profile so people can leave customer reviews after you complete a service for them. At the same time, new customers will know how to contact you for plumbing work.


Remember that even negative reviews can still be helpful to gain information about valuable customer expectations.

See how Method makes running your business easier.

Benefits of starting a plumbing business

Knowing how to start a plumbing business comes with a wide range of benefits. With your new independence, you can 

  • Personalize your services to the customer demographic you prefer.
  • Have control over business decisions.
  • Gain a higher earning potential.

Plus, there’s also the sense of professional growth and personal satisfaction you have over running your own business.

Flexibility and financial freedom

Perhaps the largest benefits of knowing how to start a plumbing business are the flexibility and financial freedom you gain.

As a plumbing business owner, your income has no external cap. What you earn directly relates to how much work you can take on and the pricing strategy you use.

Plus, you never need to request days off. If you need to take a day for your kids, plan a trip, or are feeling sick, you set your own schedule.

Earn more at your pace

As you continue to grow your reputation and customer base, you can adjust your rates to take on more complex, higher-paying jobs. As the owner, you take on exactly as many jobs as you want.

As your business grows, you can choose to hire technicians to take over some of your workload. This gives you more free time to focus on other tasks while you can still oversee operations.

How much money do you need to start a plumbing business?

You’ll need to know how much money to start a plumbing business is required before you start handing out flyers. Your cost breakdown depends on a number of things:

  • If you need to purchase equipment.
  • Whether you require loans or financing.
  • The size of your operation, including number of employees.
  • The cost of a plumbing license and other legal requirements.

That said, our research indicates that the average cost of starting a plumbing company is $19,000. This number can be higher or lower depending on the factors listed above.

Wrap-up: How to start a plumbing business

Knowing how to start a plumbing business requires: 

  • A strong operational plan.
  • Networking skills.
  • A lot of elbow grease. 

Not everyone can make the cut. In fact, our findings show that 50% of plumbing businesses fail in the first five years.

But the payoff to being your own boss is the flexibility to grow your business the way you want, with total control over its operations.

By following the strategies outlined above, you can achieve financial independence and the satisfaction of owning and growing your own plumbing business.

Start building your plumbing business today with your free plumbing estimate template!

Image credit: rh2010 via Adobe Stock

A closeup of a plumber working on a pipe under a sink.

Digital marketing for plumbers: 2025 guide

Field Services, Marketing / By

What is digital marketing for plumbers, and what are the best strategies? Read on to take your plumbing business to new heights!

Digital marketing for plumbers: 2025 guide Read More »

Did you know that 97% of people use online media to search for local services? That’s why digital marketing is so important for plumbers who want to stay competitive and profitable.

Sound daunting? We’ve got you covered. 

In this blog, you’ll explore: 

  • What digital marketing for plumbers is. 
  • Why you should invest in online marketing for plumbers. 
  • Key digital marketing strategies for success. 
  • Ways to take your plumbing business to the next level. 

Let’s jump in!

What is digital marketing for plumbers?

Digital marketing involves the use of software tools and online platforms to promote your services. With an effective digital marketing strategy, you can: 

  • Send targeted email marketing campaigns. 
  • Engage with customers on social media. 
  • Leverage mobile functionality for direct communication. 
  • Optimize your plumbing website for search engines. 

Why you need it

With digital marketing, worrying about finding new customers is a thing of the past. You reach a wider audience more effectively and efficiently than with traditional marketing methods. 

Plus, it increases the likelihood that your business pops into the minds of customers when they need plumbing services. 

Digital marketing helps plumbing companies like yours:

  • Attract new customers. 
  • Improve customer retention. 
  • Build brand awareness. 
  • Drive profits and growth. 

Let’s take a closer look at the best ways to implement online marketing for plumbers. 

Internet marketing for plumbers means maximizing online visibility and engagement. Here are some recommended strategies to level up your digital marketing. 

Establish your social media presence

Social media is a powerful tool to expand your customer base. Missing out on it means overlooking a key platform to engage with prospective customers. 

Kickstart your digital presence by creating social media profiles on: 

  • Facebook. 
  • LinkedIn. 
  • Instagram. 

To start building your social media presence, be sure to:  

  • Share engaging posts and video content. 
  • Interact with followers. 
  • Showcase your plumbing projects. 

This approach increases your brand’s visibility and fosters trust with your audience. 

Build your digital footprint with a blog

A great website gets your business noticed, but valuable blog content sets it apart and keeps your digital traffic flowing. Create blog posts on your website to share helpful content like:  

  • Expert plumbing tips. 
  • How-to guides. 
  • Industry trends and insights. 

This positions you as a trusted expert and boosts your visibility on search engines. Better yet, it motivates your readers to take action, which produces more leads and drives business growth. 

Invest in email marketing

To cut through the noise of crowded platforms and directly engage with your audience, invest in email marketing tools. 

Create sign-up forms on your website to collect email addresses from visitors and customers. Then, to boost repeat business, consider sending: 

  • Regular updates and newsletters.
  • Targeted email campaigns.  
  • Exclusive promotions. 
  • Relevant content and plumbing advice. 

By creating an email marketing strategy, you can effectively connect with your audience and nurture customer relationships. 

Upgrade your plumbing website

Your website is often the first point of contact for future customers. So, it’s key to ensure that it makes a positive impression.

Your website should be: 

  • Informative. 
  • User-friendly.  
  • Fast and responsive. 
  • Professional in appearance. 

Mobile responsiveness is equally vital. Did you know that 69% of smartphone users prefer businesses with mobile-friendly websites? 

As more people use mobile devices for home service searches, an accessible and optimized website for all device types becomes a necessity. 

Use local SEO to drive website traffic

Local SEO (search engine optimization) enhances your visibility in search engine results for your geographical area. So, when people search for “plumbers near me,” they have a better chance of encountering your website.

To power up your local SEO efforts, start with these best practices: 

  • Tailor your website with local search keywords. 
  • Claim your Google Business Profile listing. 
  • Ensure information consistency across platforms. 

With a tactical SEO strategy, you’ll outperform your competitors and maintain a strong standing with Google and other popular search engines. 

Generate leads fast with pay-per-click (PPC) advertising

Pay-per-click (PPC) advertising follows a model where you pay a fee each time someone clicks on your ad. It lets you display ads on search engines and social media to target potential customers. 

For effective lead generation, launch PPC campaigns that target your desired audience.

Create a Google Business Profile

Google Business Profile is an excellent tool to boost your online presence and reputation. 

Based on our firsthand experience, your Google Business Profile should include: 

  • Up-to-date contact information. 
  • Photos of your work. 
  • Online reviews. 

This improves your visibility in local searches and navigation tools like Google Maps so customers can find you more easily.

Digital marketing for plumbers: How to get started

If digital marketing for plumbers seems complex, follow these straightforward steps: 

  1. Define your target audience: Understand who needs your services, including their demographics and behaviors. Making an ideal customer profile (ICP) guides your marketing efforts and gives you more value for the same amount of work.
  1. Establish a digital marketing strategy: Identify primary objectives and key performance indicators (KPIs) for your digital marketing strategy. Then, design campaigns around them to reach your audience effectively.
  1. Implement plumbing marketing strategy: Execute your digital marketing plan across the digital channels that your ideal customers frequent, such as email and social media platforms.
  1. Monitor and adjust: Use analytics tools to track the performance of your digital marketing efforts. Analyze the data to understand what’s working and what’s not, then adjust accordingly.

Why should plumbers invest in digital marketing?

Our research indicates that there are over 113,000 plumbing companies in the U.S. With this in mind, digital marketing is crucial for you to stay competitive and reach a wider audience.

Traditional outreach strategies, such as cold calling, are outdated and ineffective in the plumbing industry. While they do help engagement, these methods can only take you so far. 

In contrast, digital marketing for plumbers provides a scalable, efficient way to connect with potential customers. Better yet, it leverages the power of the internet to ensure the right people find your services. 

Boost brand visibility

Leveraging online marketing for plumbers positions you favorably across: 

  • Search results. 
  • Social feeds. 
  • Online communities. 

This visibility enhances brand awareness and increases the likelihood of customers choosing your services. Brand recognition is one of the most powerful factors in fostering new business opportunities.

Convert more potential customers

Digital marketing attracts the right traffic by focusing on specific demographics and local searches. It also lets you cast a wider net to potential customers with minimal risk.

From here, optimized websites and compelling calls to action convert promising digital traffic into actual plumbing leads and customers.

Ways to grow your plumbing business

While digital marketing for plumbers is valuable, it’s not the only way to grow. Here are some additional strategies to expand your plumbing business.

Automate manual processes for more efficiency

Consider implementing software tools to automate your: 

Automation reduces your time spent on administrative tasks so you can focus on providing quality service. 

Focus on lead tracking for better cash flow

It’s beneficial to emphasize lead generation and nurture when expanding your operations. A customer relationship management (CRM) system helps you track: 

  • Plumbing leads. 
  • Follow-ups. 
  • Conversions. 

As a result, you fuel data-driven insights and foster stronger customer relationships. And by prioritizing high-conversion strategies, you optimize your sales processes and improve cash flow. 

How to track leads with Method

Method is the #1 lead-to-cash automation tool for QuickBooks and Xero users. It makes lead tracking easy by letting you: 

  • Embed web-to-lead forms for 24/7 lead capture. 
  • Separate leads and paying customers in your database. 
  • Keep track of your communications at each stage of the buying cycle. 

Once your leads convert to customers, you can instantly transfer them to your accounting software with Method’s real-time, two-way QuickBooks or Xero sync. 

Digital marketing for plumbers FAQs

What strategies can you use for plumber digital marketing?

Here are some digital marketing solutions and strategies you can use for your plumbing business: 

  • Website optimization. 
  • Pay-per-click (PPC) advertising. 
  • Email marketing. 
  • Content marketing (i.e., blog posts). 
  • Local SEO efforts. 

Is social media marketing for plumbers a good idea?

Yes, social media marketing is an excellent strategy for plumbers. Social media campaigns let you:

  • Build brand awareness. 
  • Engage with your community. 
  • Showcase your work. 
  • Target specific audiences. 

See how Method stops your leads from going down the drain!

Image credit: Anıl Karakaya via Pexels

A plumber working underneath a sink and smiling.

How to get more plumbing leads with proven tactics

Field Services, Small Business / By

Check out this blog for your ultimate guide on how to get more plumbing leads through both traditional and digital strategies. 

How to get more plumbing leads with proven tactics Read More »

In the plumbing business, securing a consistent stream of leads is the lifeline that keeps your business ahead. 

But how do you ensure your phone keeps ringing with new opportunities? This blog is your ultimate guide on how to get more plumbing leads through both traditional and digital strategies. 

Whether you want to refine your current methods or change your approach entirely, this blog is your first step towards securing more leads and driving your plumbing business to new heights.

Let’s dive in!

How to get more plumbing leads: Top tactics

1. Use a cold calling strategy

Cold calling, when done correctly, opens doors to potential customers who are unaware of your services. It’s about more than just selling — it’s about building a connection. 

Prepare a script for your calls that:

  • Introduces your business.
  • Highlights your services.
  • Addresses common plumbing issues. 

Make sure to personalize your calls based on the recipient’s potential needs. A friendly, consultative approach turns cold calls into warm leads. 

2. Leverage SEO to increase website traffic

Search engine optimization (SEO) is key to making your plumbing service visible online to potential customers.

Start by researching keywords that prospects might use to find services like yours, including local terms such as “plumbers in [Your City].” 

Incorporate these keywords into your website’s content, titles, and descriptions to optimize them. Regularly updating your blog with helpful plumbing tips and advice is the best way to get plumbing leads through organic search.

3. Paid advertising with local targeting

Paid advertising provides a quick boost in visibility and lead generation. Platforms like Google Ads let you target specific geographic areas so that your ads are seen by potential customers in your service area. Use compelling ad copy and strong calls to action (CTAs) to encourage clicks. 

To get the best return on investment, monitor your campaigns closely and actively adjust: 

  • Bids.
  • Targeting.
  • Messaging.

4. Build relationships with local businesses

Networking with local businesses effectively fosters a referral ecosystem. Start by identifying non-competing service businesses that share your target market, such as: 

  • Hardware stores.
  • Home improvement businesses.
  • Real estate agencies. 

Offer to refer your customers to them in exchange for them doing the same. This collaboration is an effective method for how to get more plumbing leads and partnership opportunities.

5. Implement referral programs

Encourage your satisfied customers to refer new clients by offering them incentives through a referral program. 

For example, you might offer discounts on future services or small rewards. Based on our firsthand experience, this significantly increases word-of-mouth leads.

6. Redesign and optimize your plumbing website

Ensure you have a website that is:

  • Visually appealing.
  • Mobile-friendly.
  • Easy to navigate. 

Include your contact information and a clear, compelling value proposition. 

It’s also crucial to include customer testimonials and case studies to build trust. An FAQ section is also good for addressing common concerns, which helps move potential customers closer to booking your services.

7. Launch targeted email marketing campaigns

Email marketing lets you keep in touch with your customers and prospects. Create targeted campaigns that offer a clear value. Some ideas include:

  • Maintenance tips
  • Special offers
  • Updates about your services. 
Viewing an Email Campaign

8. Manage your online reviews and Google Business Profile

Online reviews significantly influence potential customers and impact your ability to get plumbing leads. Encourage satisfied customers to leave positive reviews on platforms like 

  • Google.
  • Yelp. 
  • Facebook. 

You should also actively manage a Google Business Profile. This lets you appear in Google Maps and local search queries, such as “near me” searches.

Be sure to: 

  • Regularly update your information.
  • Post photos and other media.
  • Respond to positive and negative reviews in a professional manner.

9. Use direct mail

Despite the digital age, direct mail is effective in strategizing how to get more plumbing leads.

Send out postcards, flyers, or coupons to targeted neighborhoods to increase brand awareness and attract new leads.

10. Enlist in local directories and chambers of commerce

Online directories serve as a bridge between potential clients and local service providers. By having your plumbing business featured on these platforms, it becomes visible to users searching for services.

Attend chamber events to network with other business owners and participate in community projects. These activities increase your visibility and reputation in the local community, which is essential when considering how to get more plumbing leads.

How much does it cost to get plumbing leads?

The cost of acquiring plumbing leads varies widely depending on your chosen strategies. On average, SEO services for local businesses range from $500 to $2,000 per month, while PPC (pay-per-click) advertising costs anywhere from $500 to $5,000+ monthly. 

Cold calling and direct mail campaigns typically involve initial setup fees and ongoing expenses for call lists or mailing materials, which average $1,000 to $2,000 for a modest campaign.

In contrast, software solutions like Method:Field Services offer an affordable and efficient solution to generate and manage plumbing leads. Method’s plans start as low as $15 per user per month, so it stands out as a cost-effective tool to enhance your lead generation efforts. 

Lead management for plumbing businesses

Effective lead management is crucial if you’re aiming to understand how to get more plumbing leads. It involves generating leads and efficiently tracking, organizing, and nurturing them to conversion. 

A powerful CRM system simplifies this process to ensure that you never miss out on potential business. With a CRM, you have proper lead management that makes it clear how to get plumbing leads and convert them into loyal customers.

Effective lead capture and nurturing strategies

Capturing leads is just the first step — nurturing them towards a sale is where the real work begins. The best way to get plumbing leads is to combine effective capture techniques with nurture strategies that build trust and value. This includes: 

  • Targeted email campaigns.
  • Offering helpful plumbing tips.
  • Follow-up calls to ensure your leads have the information they need. 

By focusing on the needs and concerns of your leads, you’ll guide them through the sales funnel more effectively.

Leveraging Method for a quick lead-to-cash cycle

If you’re looking for the most effective solution for how to get more plumbing leads and simplify your sales process, Method is a game-changer. The software simplifies the lead-to-cash cycle for plumbing businesses with its powerful integration with QuickBooks and Xero. 

Key features include:

  • Web-to-lead forms that capture leads directly from your website so that no leads fall through the cracks.
  • Automated follow-ups to nurture leads and keep potential clients engaged until they’re ready to commit.
  • A seamless QuickBooks sync for real-time updates on customer data, invoices, and payments to keep sales and finance aligned.
  • Email integrations that save data to your CRM without leaving your Gmail or Outlook inbox.
  • Online portals that let customers view project statuses and make payments online, which boosts customer satisfaction and your cash flow.

Sick of endless paperwork and missed payments?

Try Method free

Wrap-up: How to get more plumbing leads

To sum up, mastering how to get more plumbing leads requires a multifaceted approach. From cold calling to SEO, each tactic plays a crucial role in attracting leads. 

If you’re ready to take your plumbing lead generation to the next level, Method is the best solution to simplify your processes and boost efficiency. 

It provides you with the right approach and tools so that you can focus on growing your business, instead of just running it.

Best way to get plumbing leads FAQs

How soon will I start getting plumbing leads?

The timeline for receiving plumbing leads varies based on your lead generation strategies. If you opt for paid advertising or purchase leads directly, you might start seeing results almost immediately. 

However, organic methods like SEO and content marketing usually take several months to impact your lead flow. Consistency and optimization are key to generating leads faster. 

How will I get plumbing leads?

If you want to learn how to get plumbing leads, you can try a variety of effective methods. Some examples include:

  • Paid advertising with local targeting.
  • Referral programs.
  • Networking with local businesses.
  • Content marketing.
  • Direct mail campaigns.
  • Listing your services on online directories.

The right combination and consistent application of these strategies will effectively generate leads for your plumbing business.

See how Method automates your way to stress-free days. 

Image credit: Drobot Dean via Adobe Stock

A construction worker holding a laptop, smiling, and giving a thumbs up.

The value of logistics automation in 2025 and beyond

Manufacturing, Wholesale & Distribution / By

Logistics automation is a game-changer in how we move goods. Explore the cutting-edge technologies that are reshaping logistics. 

The value of logistics automation in 2025 and beyond Read More »

Imagine a world where your package is picked, packed, and delivered with lightning speed and precision — all without any human intervention. 

Logistics automation is a game-changer in how we move goods around the globe. In this blog, you’ll explore the cutting-edge technologies that are reshaping logistics. 

You’ll learn: 

  • What is automation in logistics?
  • The importance of automating your logistics. 
  • The pros and cons of automation in logistics processes. 
  • Some barriers to implementing automation in logistics.

Let’s dive in!

What is logistics automation?

Automating your logistics process involves leveraging technology like specialized machinery and software to enhance the effectiveness of your logistics operations. These include a wide range of areas, such as:

  • Procurement.
  • Manufacturing.
  • Inventory control.
  • Distribution.
  • Customer support.
  • Returns management.

Process automation

Process automation in logistics refers to using technology solutions to automate routine tasks like data entry, billing, and documentation. 

Automating these repetitive tasks speeds up operations and reduces the chances of human error. As a result, you ensure more reliable and efficient logistics processes. Common examples of logistics process automation include:

  • Automatic data entry: Automation tools that scan barcodes or RFID tags to refresh inventory records automatically.
  • Computerized pick and pack systems: Systems that retrieve and package items for dispatch without any human help.
  • Automated guided vehicles (AGVs): Autonomous vehicles that move products around a warehouse or distribution center based on a preconfigured path.

Demand planning and forecasting

You can also automate your demand planning and forecasting processes with software tools. These tools anticipate your customer demand based on trends and historical data, then adjust production plans accordingly on their own. This process includes:

  • Predictive analytics: Your software uses past sales data and market analysis to project future demand.
  • Sales and operations planning (S&OP): S&OP software synchronizes your sales projections with manufacturing timelines and stock levels and quantities. This ensures that production meets anticipated demand effectively.

Robotics and drones in logistics

The use of robotics and drones is transforming logistics operations, particularly in warehousing and delivery. Robots and conveyor belts are increasingly used for picking and packing, as they save time and reduce operational costs.

 Drones are also becoming more commonplace. They’re remote-controlled flying vehicles that are capable of carrying items over short distances. Drones offer innovative logistic solutions for delivering items to remote or hard-to-reach areas. This means you can expand your reach and ensure customer satisfaction no matter your barriers.

Here are a couple of ways drones in logistics help:

  • Last-mile delivery: In urban areas, drones can deliver small packages directly to customers, optimizing delivery routes and enhancing customer experiences. 
  • Inventory management: Drones help with inventory checks in large warehouses or outdoor storage spaces, which improves resource utilization and efficiency.
  • Reduced theft and damages: Traditional methods of delivery have gaps that drones solve. Drones reduce the time that packages are left unattended to improve order security.

Warehouse management

Logistics automation also includes automated warehouse management systems (WMS). These systems are crucial in improving the warehouse operations of your logistics process. 

Your WMS actively manages and controls how you store and move your goods in a warehouse. It covers everything from receiving and storing to picking, packing, and shipping. Overall, warehouse automation boosts your logistical efficiency and accuracy.

The importance of automation in logistics

Automation in logistics and manufacturing is crucial for overcoming significant challenges:

Customer expectations: Customers expect quick and transparent updates about their orders. Without automation, it’s tough to keep them updated, leading to frustration.

Operational transparency: Without logistics automation, businesses struggle to offer real-time tracking and updates on inventory and deliveries, leaving them and their customers out of the loop in terms of the logistics process. 

Labor shortages: The reliance on manual labor not only deepens the impact of labor shortages. It also stops you from moving employees to roles where they can really make a difference.

Controlling operating costs: Relying on manual processes means higher costs and less efficiency. Automation can help save money by making operations smoother and avoiding labor costs and overtime pay.

Scalability: When your business gets bigger, your logistics can get messy without automation. It helps you manage more orders without the chances of errors or slowing down. 

Benefits of logistics automation

Here are some of the main benefits of logistics automation.

Replace manual data entry with real-time insights

Through automatic data entry and logistics processing, you can access real-time insights into:

  • Inventory levels.
  • Order status.
  • Delivery schedules.

This way, you promote informed decision-making and supply chain efficiency to improve your bottom line.

Improve accuracy and efficiency

Manual processes are prone to errors, which lead to: 

  • Incorrect orders.
  • Inventory discrepancies.
  • Dissatisfied customers. 

Logistics minimizes the risk of error in your supply chain processes. As a result, you experience higher accuracy in order fulfillment and inventory management. You also: 

  • Simplify your operations.
  • Reduce lead times.
  • Increase overall efficiency.

Cons of logistics automation

Although logistics automation results in many positive impacts, it presents some challenges as well. Here are some things to keep in mind:

  • High initial costs: Automation technology gets expensive. Your investment includes the cost of the technology as well as ongoing infrastructure changes and training for employees.
  • Technical challenges: Integrating new automation systems is tricky. There may be compatibility issues, and setting up sophisticated systems like AI and robotics requires specialized knowledge.
  • Dependence on technology: Over-reliance on automation in logistics operations is risky. If a system fails, it can disrupt your entire supply chain management process. So, make sure to have contingency plans in place.

Barriers to automation in logistics

In a similar vein, automation in logistics can produce significant hurdles as well. Examples include:

  • Integration complexity: Seamlessly integrating advanced automation systems with current operations is tough. Compatibility issues may arise, and updating old systems to match the new ones takes a lot of time and expertise.
  • Organizational resistance: People tend to resist change, and moving towards automation isn’t any different. Employees may fear job loss or the need to learn new skills.
  • Keeping pace with technology: Technology moves fast, and what’s new today could be old news tomorrow. So, it’s hard to choose the most appropriate technologies with long-term value. It’s even harder to continuously update your systems in line with the latest advancements. But, these are necessary steps in finding the right solution.

Wrap-up: The value of automation in logistics

If you feel bogged down by your logistics process, consider automation through software or machinery. Automation in logistics is: 

  • Reshaping supply chains.
  • Speeding up operations.
  • Promoting accuracy and efficiency. 

Despite initial costs and integration challenges, it’s crucial to boost your customer satisfaction rates and control expenses effectively. 

As technology evolves, the need for automation in logistics will only grow, which makes it vital to maintain a competitive edge.

Logistics automation frequently asked questions (FAQs)

Will logistics be automated?

Yes, more and more businesses are automating their logistics across several industries. This trend is driven by the need for efficiency, accuracy, and speed in the supply chain. 

Some of the most popular logistic automation technologies include:

  • Robotics.
  • Artificial Intelligence.
  • Machine learning. 

This encompasses everything from warehousing and inventory management to transportation and delivery.

What is logistics automation as applied to transport management?

In transport management, logistics automation means using technology to improve the transportation of goods. It includes:

  • Inventory planning. 
  • Routing and scheduling.
  • Packing and shipping. 
  • Monitoring order status and location.

Transport management automation makes things more efficient, promotes cost savings, and improves reliability.

Automate your way to stress-free days with this comprehensive guide. 

Image credit: Quality Stock Arts via Adobe Stock 

Picture of stone blocks in warehouse

Supply chain automation guide in 2025: Benefits, tools, and cost

Manufacturing, Wholesale & Distribution / By

Supply chains are buckling under the pressure of global uncertainties and disruptions. Learn how supply chain automation helps.

Supply chain automation guide in 2025: Benefits, tools, and cost Read More »

Supply chains are buckling under the pressure of global uncertainties and disruptions. To survive these changes, businesses like yours must embrace supply chain automation. 

Explore this guide to learn: 

  • What supply chain automation is. 
  • The top disruptors of global supply chains.
  • Why you should automate your supply chain management processes. 
  • The types of supply chain automation. 

Let’s dive in! 

What is supply chain automation?

Supply chain automation uses advanced technology to simplify the supply chain. It automates tasks traditionally done by human workers through: 

  • Digital systems. 
  • Automated machinery. 
  • Supply chain management software. 

An automated supply chain is crucial for businesses aiming to excel in the current market. Workflow automation: 

  • Increases operational efficiency. 
  • Reduces labor costs. 
  • Enhances your adaptability. 
  • Improves supply chain performance. 
  • Minimizes human intervention and errors. 

Notable examples

Here are some examples of supply chain automation in action: 

  • Shop floors: Manufacturers harness robotic process automation and artificial intelligence (AI) to assemble components and conduct quality checks. 
  • Office administration: Software tools automate administrative tasks like billing and inventory management.
  • Transportation and logistics: GPS technology facilitates real-time good tracking, while AI optimizes delivery routes. Autonomous vehicles and drones also offer further transport efficiencies. 
  • Customer service: Chatbots and AI-driven platforms automate interactions and provide instant responses to customer inquiries. 

Top challenges and disruptors of supply chains

Staying ahead of the supply chain means understanding the obstacles that can throw you off course. Here are some challenges that supply chains must tackle: 

  • Material scarcity: Skyrocketing material prices and widespread shortages threaten your supply chain. This impacts your costs across the board, from consumer goods to raw materials. 
  • Increasing logistics costs: With rising fuel prices and a surge in shipping demand, transporting goods is getting pricier. This slows down your deliveries and pushes up global trade costs. 
  • Unpredictable consumer demand: As customer demands shift, supply chains must be more flexible and responsive to avoid under- or overstocking. These preferences determine your inventory management and product development. 
  • Global pandemics: The COVID-19 pandemic demonstrates how health crises disrupt global supply chains. As a result, you must ensure agile and resilient supply chain operations — and be ready for anything. 
  • Climate change: Climate change and extreme weather events pose significant risks to supply chains. These environmental risks cause physical damage to infrastructure and indirect market disruptions. So, ensuring a sustainable, robust supply chain is vital.

Benefits of automation in your supply chain

Automating your supply chain offers numerous advantages for your efficiency and accuracy. Below are the top benefits of automated supply chain processes. 

Save time on manual and repetitive tasks

Automation simplifies workflows by managing your time-consuming, manual tasks. This speeds up operations and frees up your resources for value-added activities. 

Increase employee satisfaction

Automating mundane tasks reduces workloads and minimizes burnout, which leads to higher job satisfaction. With automation, your employees can dedicate more time to engaging and meaningful work. So, you get more from your team while you foster a more constructive and attractive work environment. 

Improve customer experience

Automation ensures faster and more reliable:

  • Order processing. 
  • Shipping times. 
  • Inventory management. 

This results in timely deliveries and accurate order fulfillment, which improves your customer relationship management. 

Increase visibility in operations

With real-time data and predictive analytics, automation provides a clear view of the entire supply chain. This real-time visibility helps you: 

  • Make informed decisions. 
  • Predict potential supply chain disruptions. 
  • Optimize operations for better efficiency. 

Maximize accuracy

Automated systems minimize human error by precisely executing tasks, from inventory management to order processing. This accuracy is crucial to maintain quality control and ensure operational excellence. 

Limitations of automation in supply chain

Embracing automation in your supply chain also comes with its set of hurdles: 

  • High initial investment: Automation technology requires a big initial spend. Companies must invest in new hardware and software, which is not always possible for small business budgets. 
  • Implementation complexity: Implementing automation means tackling complex systems and long implementation times. Navigating these complexities often requires external supply chain expertise, which adds to your overall cost. 
  • Reduced flexibility: Automated systems focus on efficiency and consistency. A standardized automated workflow is powerful but lacks flexibility. As a result, adapting or customizing these processes may be more trouble than it’s worth. 
  • Technology reliance: Automation exposes supply chains to the risk of technology failures, like system outages and software problems. The more you’ve automated, the more detrimental these issues become. To safeguard operations, you need robust backup plans and security measures. 
  • Employment concerns: Automation leads to concerns about job displacement. While automation frees up employee time, it also means some roles can become redundant. Make sure to reassess your team structure and address any internal concerns.

Types of supply chain automation

Now that you know the limitations and benefits of automation, it’s time to explore the range of technologies available for your supply chain. 

Data connectivity

Data connectivity refers to the seamless integration and exchange of data across your supply chain. It ensures that information flows freely between your systems and devices.

Data connectivity is possible with: 

  • Cloud computing. 
  • Electronic data interchange (EDI).
  • Application programming interfaces (APIs). 

As a result, you improve your:

  • Demand forecasting. 
  • Visibility into inventory levels. 
  • Decision-making. 

Through data connectivity, supply chain leaders empower real-time insights and efficiency across their networks. 

Warehouse automation

Warehouse automation uses robots and automated systems to handle goods more efficiently. It incorporates technologies such as: 

  • Smart conveyors. 
  • Robotic picking systems. 
  • Automated storage and retrieval systems (ASRS). 
  • Warehouse management systems (WMS). 

Warehouse automation helps you: 

  • Lower labor costs. 
  • Speed up processing times. 
  • Reduce errors and worker injuries. 

Internet of things (IoT)

The internet of things (IoT) connects physical objects to the internet for real-time tracking and data collection. Examples of IoT devices include: 

  • GPS trackers. 
  • Temperature monitors.
  • Smart sensors.
  • Security cameras.  

Supply chain managers use IoT devices to: 

  • Reduce paperwork. 
  • Manage inventory levels. 
  • Monitor environmental conditions. 
  • Track vehicle locations. 

Overall, leveraging the internet of things effectively provides supply chain visibility and empowers proactive business management. 

Transport automation

Transport automation simplifies logistics with advanced tracking tools and self-driving vehicles. 

These autonomous vehicles reduce delivery times and operational costs, especially in last-mile delivery. Note that full-scale commercial use for automated guided vehicles (AGVs) is still in development. 

Also, real-time GPS and radio frequency identification (RFID) data enhance the efficiency of your transportation management. 

In a nutshell, integrating transport automation technology boosts your supply chain’s: 

  • Efficiency. 
  • Reliability. 
  • Scalability.

Wrap-up: What is supply chain automation?

Supply chain automation harnesses digital technologies to simplify and refine your operations. As a result, you optimize your workflows and align your supply chain with future industry standards. 

While you may encounter hurdles like high upfront costs, automation offers substantial long-term benefits. 

If you’re a QuickBooks or Xero user, consider automating your workflows with an integration like Method.

To get time back in your workday and optimize your logistics process, look no further than supply chain automation. 

Automation in supply chain FAQs

Is the supply chain being automated?

Yes, supply chains are being automated by many businesses to simplify operations and improve efficiency. 

Why is automation needed in the supply chain?

Automation is needed to address common supply chain challenges, such as: 

  • Manual errors.
  • Operational inefficiencies.
  • Complex logistics processes. 
  • A demand for real-time, advanced analytics.

What are the benefits of automation in the supply chain?

Benefits of automation in the supply chain include: 

  • Improved customer experience.
  • Efficient supply chain functions.
  • Increased employee satisfaction.
  • More time for value-added activities.
  • Reduced costs, including labor and operational expenses. 

Uncover how to perfect your manufacturing automation in six steps!

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