Top 5 iPhone and iPad apps to improve your in-home sales fast

Adding Technology to your in-home sales process

Hello, my name is Noah Lantz, I’m ArcSite’s Account Executive. I’m going to cover the top five applications, every in-home salesperson for a construction company should use to help complement their workflow.

Now, personally, I have over 10 years of in-home sales experience, I have sold everything from alarm systems, to roofs, to most famously, gutter systems. Now, the applications I’m about to show you are all things I wish I had known about when I first have ventured down that path.

 

What iOS apps should I be using for my in-home sales business?

Quickbooks is the accounting tool of choice for many residential construction and renovation companies

1. QuickBooks Self Employed

Check out the app HERE

What I love about this app:

Track income – link your bank account to the app and deduct expenses to determine your profit.

Expense tracking – import expenses directly from your bank account, take pictures of receipts, and even keep track of mileage from one place. This makes doing your taxes and conducting proper record keeping incredibly easy and will save you time and hassle.

Estimate your quarterly taxes – very important for independent contractors. This will allow you to budget accordingly and avoid fees, and possibly even audits. You can also bundle QuickBooks with TurboTax to organize your expenses and pay taxes from one integrated software bundle.

Create and send invoices on the go with email. It’s as simple as hitting create invoice, typing in invoice information, your rate or fixed price, and then sending an email. You can even have them pay you through QuickBooks with a digital payment system.

Track lifetime business profit – you should constantly be analyzing how much money you are making and where you can improve.

Adobe Scan allows for mobile scanning of PDF Documents

2. Adobe Scan Digital PDF Scanner

Check it out HERE

What I love about this app:

Turn paper documents into PDFs.

Save business card to contacts 

Perfect for converting signed paper contracts into a digital format.

Alternative to Adobe Scan Digital PDF Scanner: Cam Scanner

DocuSign allows you to share and sign contracts and documents with customers or your internal team

3. DocuSign

Download link

What I love about this app:

Signing Documents

  • Fill out and eSign documents for free.
  • Send the complete document to anyone via email, Dropbox, Box, Evernote, Google Drive, and more.
  • Create and customize your personalized signature.
  • Supports PDF, Word, Excel, Images (JPEG, PNG, TIFF), Text, and more.
  • Offline access allows you to sign even when there isn’t an internet connection.

 

Sending Documents

  • Open an email attachment in DocuSign or important documents from cloud services including Dropbox, Box, Google Drive, Evernote, and Salesforce.
  • Guide your signers with “Sign Here” tags that show precisely where to sign, initial, or add additional information.
  • Set the signing order and workflow for multiple signers.
  • Receive real-time push notifications when a document has been signed.
  • Remind signers a document is waiting for them to sign with a single tap.
  • Void documents already out for signature.
  • Supports both in-person and remote signing options.

Keynote is a free tool from Apple that allows sales professionals to create captivating presentations on the go

4. Keynote

Check out Keynote

What I love about this app:

  • Create powerful in-home sales presentations from a (completely free) mobile platform
  • Collaborate with your team to build out professional slideshows complete with videos, animations, and text.
  • Export in Powerpoint or PDF.

    Keynote allows you to quickly create structured sales presentations for your sales team, or simply yourself.
  • Plenty of tutorials on YouTube to quickly teach you how to use the program

5. ArcSite

ArcSite is a powerful, and easy-to-use mobile CAD app that allows you to generate proposals based on your drawings

 

What I love about this app:

What’s not to love!?

ArcSite makes CAD drawing, and even estimation pen and paper easy. All you do is draw on your iPad while you’re walking around the house with a client, maybe take some photos and add a couple of notes as you would on a piece of paper. From there,  ArcSite will turn that into a CAD design and also price out your job completely just through drawing a picture on the platform.

It’s incredibly powerful. I can’t recommend it enough. I know when I started using it to sell gutters, my close rate went up about 20 to 30% and the company started making more money than ever. So very, very powerful tool, recommend scheduling a demo, just reach out to us and we will get you all taken care of.

Want to learn more about ArcSite? Let us know below!

 

Create bid-winning customer estimates through drawing a picture

ArcSite is an easy-to-use CAD app, created to help in-home sales professionals save time, close more deals, and stand out from their competition.

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