Insider Information

Sales & use tax compliance has gotten infinitely more complex since the 2018 Supreme Court ruling: South Dakota vs. Wayfair. With the introduction of Economic Nexus, more distributors are on the hook for paying sales tax than ever before. And even if you have exempt sales, that doesn’t mean you are exempt from sales tax compliance. Register today to watch this past Real Talk webinar led by Davisware and Chris Rossini from Avalara to learn about all of the ways that sales and use tax compliance is getting more complex, and what you can do to get a handle on it for your field service business.

It is critical to have a long-term planned maintenance (PM) strategy that will deliver results for your field service business on a regular basis. In this webinar you will learn: How to build and maintain a scalable planned maintenance strategy for your business About the importance of building a planned maintenance item list How earned revenue tracking can help you create better financial reporting About the importance of tracking equipment maintenance history and how to leverage this to boost sales How to differentiate between scheduled or planned maintenance and emergency services How to set up different billing practices for contract vs non-contract customers How to automate many aspects of service, including billing, scheduling, and renewing contracts What customer retention, planning, tracking, and process automation looks like in our field service management solutions

The Treasury Department has re-opened the Paycheck Protection Program (PPP) for new borrowers and certain existing borrowers. With notable changes and new safeguards to prioritize smaller businesses in this second round of funding certain existing PPP borrowers can request to modify their First Draw PPP Loan amount; and certain existing PPP borrowers are now eligible to apply for a Second Draw PPP Loan. In this webinar we will: Briefly revisit how PPP forgiveness is measured Examine the key changes and updates to eligibility criteria, and application process Show you how to maximize your forgiveness Answer your questions pertaining to the program re-opening Provide our recommendations, and explore next steps in applying for a Second Draw Loan