Seattle Area Plumbers: How to Streamline Your Bookkeeping Process

by | Mar 1, 2023 | Bookkeeping

Seattle Area Plumbing

If you are a plumber in Seattle or nearby areas, you know how challenging it can be to manage your business efficiently and profitably. You have to deal with scheduling, dispatching, invoicing, payroll, inventory, customer service, and more. You also have to keep up with the latest technologies and regulations in your industry.

That’s why you need a software solution that can help you streamline your operations and grow your business. In this blog post, we will introduce you to three software tools that can make a big difference for your plumbing company: Field Edge, Gusto, and Relay Financial.

Field Edge: The Plumbing Software That Grows Your Business

Field Edge is a cloud-based software that helps plumbers manage their field service operations from anywhere. With Field Edge, you can:

  • Easily create and assign work orders to your technicians
  • Track your technicians’ location and status in real-time
  • Send automated appointment reminders and confirmations to your customers
  • Generate professional invoices and accept payments on-site
  • Manage your inventory and order parts online
  • Access detailed reports and analytics on your business performance
  • Integrate with QuickBooks and other accounting software

Field Edge also helps you increase your revenue by enabling your technicians to upsell and cross-sell more services to your customers. Field Edge provides them with:

  • A mobile app that shows them the customer’s history, preferences, and equipment details
  • A price book that lets them create accurate estimates and proposals on-the-spot
  • A sales tool that suggests additional services based on the customer’s needs
  • A digital signature feature that allows them to close deals faster

Field Edge has been created for plumbers by plumbers who understand the challenges of running a plumbing business. It has over 40 years of experience in the field service industry and serves thousands of plumbing companies across North America.

Gusto: The Payroll Software That Simplifies Your Finances

Gusto is an online payroll software that helps plumbers pay their employees and contractors easily and accurately. With Gusto, you can:

  • Run payroll in minutes from any device
  • Automate tax calculations, filings, and payments
  • Offer direct deposit or paper checks to your workers
  • Provide health benefits, retirement plans, and workers’ compensation insurance
  • Manage time tracking, time-off requests, and overtime pay
  • Comply with federal, state, and local labor laws

Gusto also integrates with Relay Financial, a no-fee online banking platform designed for small businesses. By connecting Gusto with Relay Financial, you can:

  • Get detailed transaction data for payments initiated by Gusto
  • Receive email and in-app shortfall notifications weeks before a scheduled payroll
  • Simplify account and corporate card provisioning by importing team members from Gusto into Relay Financial

Gusto is trusted by over 100,000 small businesses across the US. It offers a free 3-month trial for new customers who join from Relay Financial.

Relay Financial: The Banking Platform That Boosts Your Cash Flow

Relay Financial is a modern banking platform that helps plumbers manage their operating expenses and get deeper visibility into their cash flow. With Relay Financial, you can:

  • Open multiple bank accounts for different purposes (e.g., payroll, taxes, marketing)
  • Transfer money between accounts instantly without fees or limits
  • Issue unlimited corporate debit cards to your employees or contractors with custom spending rules
  • Track all your transactions in one place with smart categorization and search features
  • Connect with popular accounting software like QuickBooks or Xero for seamless bookkeeping

Relay Financial also helps you save money by offering no monthly fees, no minimum balance requirements, no overdraft fees, and no foreign transaction fees. Plus, you get access to over 55,000 fee-free ATMs nationwide.

Relay Financial is built for small businesses who want more control over their finances without sacrificing convenience or security. It has partnered with leading fintech companies like Gusto to provide integrated solutions for payroll management.


As a plumber in Seattle or nearby areas, you need software tools that can help you run your business more efficiently and profitably. Field Edge, Gusto, and Relay Financial are three software tools that can do just that.

Field Edge helps you streamline your field service operations from anywhere.
Gusto helps you simplify your payroll management from any device.
Relay Financial helps you boost your cash flow management from one platform.

By using these three software tools together, you can take your plumbing business to the next level of success.


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About The Author

Hi, I’m Taylor Clouse, owner and head bookkeeper of Next Level Books. As a business owner myself, I understand the struggles of running a business. My goal is to first and foremost alleviate one of the biggest stresses in business ownership – that of tracking money in and money out. Read on to see how we can accomplish that together.