First love your content ❤ I want to know as an owner/operator and always on the go. When a client calls in to schedule an appointment. What apps do you use to file the client’s information and to send invoices? I’m still on pen and paper. As far as getting a client’s information. 😢Then I’ll use Invoices and the Square app to collect payment and to send receipt/ invoice.
Thank you for your support! You’ve raised two questions. Firstly, if you need a tool to manage client information, I recommend a CRM system. Many scheduling software options include CRMs to securely store company data. Avoid pen and paper for sensitive client info, especially considering HIPAA regulations - a breach could be costly. Secondly, regarding invoicing, Monica covers payment options and provides a step-by-step guide on creating PayPal invoices in her videos. Check them out for valuable insights. When choosing a payment processing system, ensure it meets your needs and be mindful of associated fees, which can impact your costs.
@@elwaller7543 No need to apologize. I’m glad you asked that questions. Everyone need to know that making sure your numbers are right is important. You can rush everything else but that. Lol
If you collect up front how do you add to the charge if you get there ans have to wait? Do you just charge the base rate up front and then the final later?
@@Mjbusinessacademy so I take payment up front. Then the day of transportation comes, I get to the location and out of the blue it takes them 15 minutes to be ready. I then send an invoice for the additional?
Grab a pen and paper and jot them down. We have a form for internal use. If you would like to discuss we can hop on a call. Here's the link. mjreliabletransportation.com/consultation/
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I'm proud of MJ
Thank you!
Thank you so much Lady’s! Always so professional. #TRIPS
Thank you!
As always very informative and right on time
Thanks Andre
Great info as usual. Very, very helpful. I loved the mock phone call.
It’s Monica’s favorite thing to do! 🤣😅
Thanks for your valuable information
Thank you Ladies... Great info!
Thank you!
Thank you for this! You ladies are awesome !
Thank you!
yall content gives me life!! 🔥🥰 I appreciate you ladies so much!!
Thanks lovely.
That was great!!! Thank you ladies
Glad you enjoyed it!
This was very informative
Thank you.
First love your content ❤ I want to know as an owner/operator and always on the go. When a client calls in to schedule an appointment. What apps do you use to file the client’s information and to send invoices?
I’m still on pen and paper. As far as getting a client’s information. 😢Then I’ll use Invoices and the Square app to collect payment and to send receipt/ invoice.
Thank you for your support! You’ve raised two questions. Firstly, if you need a tool to manage client information, I recommend a CRM system. Many scheduling software options include CRMs to securely store company data. Avoid pen and paper for sensitive client info, especially considering HIPAA regulations - a breach could be costly.
Secondly, regarding invoicing, Monica covers payment options and provides a step-by-step guide on creating PayPal invoices in her videos. Check them out for valuable insights. When choosing a payment processing system, ensure it meets your needs and be mindful of associated fees, which can impact your costs.
Awesome!!!!
In the example that you gave as the price, was the $279.00 a round trip fare or one way? If it were me I would that on the call as well.
How are you taking credit card payments over the phone ? Software?
Over the phone utilizing a third payment processing system. You can also send them an invoice to pay themselves online.
Do you guys get clients that use private insurance or Medicare/Medicaid)?
Medicaid and Private insurance. Yes!
I’m in Northern California … how can i get some mentorship from you two queens on how to get started ?
Check out the resources provided in this link.
linktr.ee/mjreliabletransportation?fbclid=PAAaZLEG3-H6F1TVsNCZBXiqhFR8wKGftwbwP0MxgieRrq26lxw-XJgAXvVJg
Do you charge for caretaker to travel with patient/client?
1 free, second one pays
How do you calculate your rate so quickly? Do you just do a flat rate instead of load fee + mileage?
Who said it had to be quickly?! Thats the most important part. You take your time, they'll hold.
@@Mjbusinessacademy I assumed it was quick based on the script in the skit. My apologies.
@@elwaller7543 No need to apologize. I’m glad you asked that questions. Everyone need to know that making sure your numbers are right is important. You can rush everything else but that. Lol
ABSOLUTELY. The coins 🪙 are essential. 💙
@@elwaller7543 Right!!!!!!
If you collect up front how do you add to the charge if you get there ans have to wait? Do you just charge the base rate up front and then the final later?
Wait time should be arranged at the time of scheduling.
@@Mjbusinessacademy so I take payment up front. Then the day of transportation comes, I get to the location and out of the blue it takes them 15 minutes to be ready. I then send an invoice for the additional?
@@ThatChristianFamChannel Yes although you should have a grace period and be certain to set expectations at the time of scheduling.
What happens if someone cancels a trip the day before? Do you offer full, partial, or no refunds?
Yes, we provide a full refund if the trip is canceled within 24 hours of the appointment.
How is nemt software?
calendly.com/d/y53-m63-b8x
What happens if the payment is through insurance?
Insurance process is different. However, you will still need to gather important client information.
would you happen to have a form that contains the questions you mentioned?"
Grab a pen and paper and jot them down. We have a form for internal use. If you would like to discuss we can hop on a call. Here's the link. mjreliabletransportation.com/consultation/