u/MPBSLB17

I own a service business and I'm trying to improve our customer onboarding process. I'm curious how everyone else handles it.

When you get a brand-new customer, what does your process look like?

• How do you collect their name, billing address, service address, email, and phone number?
• Do you manually enter everything into QuickBooks (or your accounting software)?
• Do you collect a credit card on file before doing work? If so, how?
• Approximately how long does it take your office staff to set up a new customer?
• Do you ever run into issues with incorrect email addresses, billing information, or duplicate customer records?
• What's the most frustrating part of onboarding a new customer before you can send the first invoice?

If you could automate one part of this entire process, what would it be?

I'm not selling anything—I genuinely want to understand how other businesses handle this because it feels like there has to be a better way.

I really appreciate any insight. Thanks!

I own a service business and I'm trying to improve our customer onboarding process. I'm curious how everyone else handles it.

When you get a brand-new customer, what does your process look like?

• How do you collect their name, billing address, service address, email, and phone number?
• Do you manually enter everything into QuickBooks (or your accounting software)?
• Do you collect a credit card on file before doing work? If so, how?
• Approximately how long does it take your office staff to set up a new customer?
• Do you ever run into issues with incorrect email addresses, billing information, or duplicate customer records?
• What's the most frustrating part of onboarding a new customer before you can send the first invoice?

If you could automate one part of this entire process, what would it be?

I'm not selling anything—I genuinely want to understand how other businesses handle this because it feels like there has to be a better way.

I really appreciate any insight. Thanks!

I know like a lot of people our business did not allow for our customers to pay by CC because we didn't want to eat the fee or have to manually input it into our invoices. I logged into QB yesterday and they are launching a beta version of automatically passing fees on to customers.

We were so fed up with this problem we had actually started building a payment platform that was going to allow users to create an invoice in QB, it would sync to our software and the business could send a payment link from our software and it would automatically add a CC fee and or ACH fee, depending on customer payment choice. Stripe was the payment platform it would work with. Our software would have a subscription fee probably around $49 per month.

Would this still be a valuable add on to businesses still being you could automatically include it now? is there a downside to QB doing this or the payment process that would make users still look for a different payment solution.

Trying to decide if we should continue with our payment software or not.