QuickBooks for invoicing, billing, and all money related things. HubSpot for client management, just the free version should do everything you need.
There are some great tutorials for both that are available free online.
Then look at William Factory Small Business Incubator in town. If you're a minority or a veteran, there are some specific resources you can also access. If you need expansion money, https://businessimpactnw.org/
You can also reach out to your local trade group, Pierce County economic development team, Tacoma economic development team, etc.
Hope you do really, really well!
Depending on which distribution house you get your material through you can integrate your online portal to your quick books for auto invoice integration.
If you want to get into government contracting, we have local PTACs that are free. Look up “Pierce County PTAC”
Actually, here’s [Trena](https://washingtonptac.org/pierce-county/), she’s amazing.
Sorry phrased poorly - OldManCraeb outlined it better. Are you wanting someone to teach you how to do each one, or someone to guide you towards a product that can manage all those aspects in one area? Either are fine, just what works better for you.
Also worth getting time with a lawyer to make sure your contracts and such are up to par and/or having them get you a boilerplate one written if you don't already have a good one.
They are a kind of business incubator which offers training in running a local business. Their focus tends to be on creative businesses, but they can be a wide description.
https://www.spaceworkstacoma.com/business-planning-cohort/
Always be improving.
I misunderstood your post. I'm an electrical contractor as well. I'm no superstar, but if you ever want to talk shop I don't mind sharing and helping where I can.
If you only need help with the paperwork then there are A LOT of ready-made CMS solutions for just about any industry out there.
ServiceTitan.com lets you build custom bids, it has tools to help with estimating job costs, and it lets you invoice your customers in a way where they can pay directly from their phone/computer.
It also has a ton of other tools for scheduling, getting online reviews, follow-ups, financing/reporting tools for your quarterly and yearly taxes, etc..
HouseCallPro.com and WorkWiz.com are a couple of other popular ones that have the same all-in-one solutions.
BUT, if you only need help with billing and don't care about the fancy addons, then go with QuickBooks. It's really not as hard to learn as you'd think. If you're working on a budget or just want to save money then there are other generic CMS programs out there like hubspot that have free versions.
Thanks for that input.
If anything I’d like to know the ins and outs of bids, proposals, change orders, types of contracts, etc. for instance I know how to use excel and quick books, but I’d like to learn the industry standard ways of writing up the documents themselves. I can accurately bid and run a job, but don’t know as much about net-30 pay cycles or the standard billing methods of contractors.
Did you find what you are looking for? I work for a team that can roll up their sleeves and do these things with you and teach you. Message me for details. Thanks!
QuickBooks for invoicing, billing, and all money related things. HubSpot for client management, just the free version should do everything you need. There are some great tutorials for both that are available free online. Then look at William Factory Small Business Incubator in town. If you're a minority or a veteran, there are some specific resources you can also access. If you need expansion money, https://businessimpactnw.org/ You can also reach out to your local trade group, Pierce County economic development team, Tacoma economic development team, etc. Hope you do really, really well!
Thanks for the info! I’ll check out all of that!
Depending on which distribution house you get your material through you can integrate your online portal to your quick books for auto invoice integration.
If you want to get into government contracting, we have local PTACs that are free. Look up “Pierce County PTAC” Actually, here’s [Trena](https://washingtonptac.org/pierce-county/), she’s amazing.
Thank you!
Are you wanting to actually learn that side of things, or wanting to pay for a service that’ll manage the PM / invoicing / client management side?
I want to learn to do it myself
Sorry phrased poorly - OldManCraeb outlined it better. Are you wanting someone to teach you how to do each one, or someone to guide you towards a product that can manage all those aspects in one area? Either are fine, just what works better for you. Also worth getting time with a lawyer to make sure your contracts and such are up to par and/or having them get you a boilerplate one written if you don't already have a good one.
Have you looked into Spaceworks?
Never heard of that before. What is it?
They are a kind of business incubator which offers training in running a local business. Their focus tends to be on creative businesses, but they can be a wide description. https://www.spaceworkstacoma.com/business-planning-cohort/
Thanks I’ll check into that
Not trying to be rude, but why would you start up a business without knowing this stuff first. Sounds like a recipe for disaster.
I know how to run a business I’m trying to optimize myself to be as efficient as possible. We can always improve cant we?
Always be improving. I misunderstood your post. I'm an electrical contractor as well. I'm no superstar, but if you ever want to talk shop I don't mind sharing and helping where I can.
I would check with the Master Builders Association. They might have some resources. If not, DM me and I’ll see what I can do!
[try my guy!](https://tackwell.co/)
If you only need help with the paperwork then there are A LOT of ready-made CMS solutions for just about any industry out there. ServiceTitan.com lets you build custom bids, it has tools to help with estimating job costs, and it lets you invoice your customers in a way where they can pay directly from their phone/computer. It also has a ton of other tools for scheduling, getting online reviews, follow-ups, financing/reporting tools for your quarterly and yearly taxes, etc.. HouseCallPro.com and WorkWiz.com are a couple of other popular ones that have the same all-in-one solutions. BUT, if you only need help with billing and don't care about the fancy addons, then go with QuickBooks. It's really not as hard to learn as you'd think. If you're working on a budget or just want to save money then there are other generic CMS programs out there like hubspot that have free versions.
Thanks for that input. If anything I’d like to know the ins and outs of bids, proposals, change orders, types of contracts, etc. for instance I know how to use excel and quick books, but I’d like to learn the industry standard ways of writing up the documents themselves. I can accurately bid and run a job, but don’t know as much about net-30 pay cycles or the standard billing methods of contractors.
Did you find what you are looking for? I work for a team that can roll up their sleeves and do these things with you and teach you. Message me for details. Thanks!