How to Streamline Your Billing Process with SimplyQuote

The Cost of Manual Billing

Small business owners often underestimate how much time they spend on "admin work". Creating documents in Excel, saving them as PDFs, attaching them to emails, following up on payments—it all adds up. The average small business owner spends over 15 hours a month on these tasks.

That is two full workdays every month that you aren't paid for. Streamlining this process isn't just about being lazy; it's about reclaiming your time to generate revenue.

5 Ways to Speed Up Billing

Use Cloud-Based Software: Stop saving files to your desktop labeled "Invoice_Final_Final_v2.docx". Cloud tools like SimplyQuote keep everything organized and accessible from any device.
Leverage Recuring Invoices: If you have clients on retainer, set up recurring profiles so you don't have to manually create the same invoice every month.
Digital Signatures: Chasing clients for a signature is a huge bottleneck. Digital signatures allow clients to approve work instantly on their phone.
Saved Item Libraries: Type your services once. Never type "Web Development - Hourly Rate" again. Select it from a list.
Integrated Payments: Don't wait for a check in the mail. Letting clients pay via credit card upon receipt can improve cash flow by 2x.

Implementing with SimplyQuote

SimplyQuote was built specifically to solve these friction points. Here is how you can use our features to save time:

The "Copy" Feature

Did you utilize these same services for a different client? Go to your Dashboard, find an old quote, and click "Duplicate". Change the client name, and you are done in 10 seconds.

Real-Time Status Tracking

Stop wondering "Did they get my email?". The SimplyQuote dashboard shows you exactly when a client has Viewed your quote. This is the perfect time to follow up!

Mobile Friendly

You can create and send quotes directly from your smartphone while you are still on the job site. By the time you drive home, the client might have already signed and paid.