Five Tools You Will Need for A Paperless Office
So you’ve finally decided to go paperless. That’s the best decision you’ve ever made. Now all you’ve got to do is find the best tools to complement your paperless office.
Here are 5 tools that will help you set up your paperless office:
1. Collect data using smart phones or tablets. – When you go paperless, you and your mobile workforce will need to use smart phones or tablets to get the job done. Invoicing, work orders, reporting, all these have to be accomplished using your choice smart phone or tablet. Open, fill out, edit, update, and submit your mobile forms, all in real time and every single form is stored in the cloud.
2. Data collection has never been this quick and easy. Not only is it efficient, but also accurate and easy to do. Simply whip out your smart phone or tablet and start filling out your smart forms online. Your electronic forms works even without Internet connection – everything syncs when you’re back online.
3. Take card payments online. – Going paperless does not just involve invoicing and work payments but also includes online payments with digital receipts. Now, not only can the App’s users complete the work and invoice the customer, but can also take the card payment there and then without leaving the Formitize App.
Formitize enables users to securely accept Visa, Mastercard, and American Express cards from customers all over the world, fully integrated into existing worksheets and job flow. Once an invoice is raised (and paid), all details can then integrate directly into accounting solutions, such as Xero or Quickbooks and an automated invoice instantly sent.
4. Digital note taking apps – Gone are the days when you have to reply on paper to take down notes. Today, you’ve got everything covered with one amazing tool – Evernote. Using Evernote, you can save URLs for later browsing, write down notes just as they occur, take down notes wherever you are, and save absolutely anything you want to. Need one place to store them all? Choose Evernote.
5. Online Collaboration – Need one place to work with your team? Then Google Drive is for you. Share documents saved on Google Drive with your team and never have to worry about replicating files again. The best part is that more than one user can edit the same Google Doc at the same time.
6. Electronic Signatures – Adobe Reader has this function down pat. You can attach an electronic signature along with your PDF file. Formitize also has this feature. You can sign and attach an electronic signature along with virtually any mobile forms.
Your Paperless Office
Now that you’ve been introduced to these five amazing tools, it’s time to equip yourself with all that you will need to run your paperless office. The five tools mentioned above are just a few things that will help make your transition to paperless so much easier.
Explore a world of possibilities when you go paperless with Formitize. Take the tour today!
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