Contact / Invoice - What do you use.

If you use the estimate feature of TS man you can see the running total by clicking the estimate report button. Just enter everything in as an estimate until the job is complete. Once you click Ok to proceed it will transfer everything to the task box and you just need to confirm the amounts and hours.

That's handy, I'll give that a shot. Do you know if there's anyway to customize the invoices? I need to be able to either add notes or be able to put some details about the work done.
 
That's handy, I'll give that a shot. Do you know if there's anyway to customize the invoices? I need to be able to either add notes or be able to put some details about the work done.

Yes you can customise the hell out of the invoices. I have the resolution box appearing on my invoices which I use to put info about the job in. If you need any advice on customising then the support forums for Blanchsoft are pretty good. The developer will usually answer very quickly.
 
Check out Freshbooks and Cashboard. We use Freshbooks and it meets our needs. It's a Web2.0 app that has been generating a lot of buzz. No app is perfect though. They have a free version for managing 3 or fewer clients.

Good luck.
 
All around solution for invoicing, scheduling, etc...

It seems there is no all around solution for Invoicing/Scheduling/Accounting/Inventory huh?

I use QuickBooks Pro and do all of the invoicing and inventory with it, but doesn't really cover all of my needs.


I was just reading through this thread. I work with computer service businesses who need a system to manage their customers, scheduling, invoicing, and accounting.

We're a great fit for both small businesses that are just starting out, and for growing businesses that need more than just what QuickBooks has to offer.

Check out our website at www.vazing.com. If you are interested in taking a look, email me at julia@vazing.com and I can set you up with a free account.

Do you feel like a system like that, run in conjunction with QuickBooks, would make sense for you?
 
After reading a bit on the site I see it does integrate with Quickbooks, which is a great thing. Though I am not sure how I feel about the pricing setup (charged per work order).

I think I am going to give this one a shot anyway and see how it works out.
 
I guess if you think about it , .20cents per ticket isn't too bad. 100 tickets would cost you $20.00 a month.

It's just the whole per month payment in general I don't like. Quickbooks, you buy, its yours. Anyway signing up for a free trial now, I am just start a new thread to do a mini-review of this beast as it looks decent. Don't wanna hi-jack the thread :p
 
I guess if you think about it , .20cents per ticket isn't too bad. 100 tickets would cost you $20.00 a month.

It's just the whole per month payment in general I don't like. Quickbooks, you buy, its yours. Anyway signing up for a free trial now, I am just start a new thread to do a mini-review of this beast as it looks decent. Don't wanna hi-jack the thread :p

I disagree with SAAS completely, but that's just me.
 
I have been using Express Invoice which I believe i heard about here. There is a free version and a pro version. The free version allows me to keep track of customers, print invoices and keep track of inventory. So far so good I haven't had any issues.
 
It's not just you - which is why most Web 2.0 companies are a dying a slow death.

I don't keep up on these things, any links to proof? Or is it just a feeling? I have just heard a lot of hype that this is the next "big thing." Personally I don't want my documents on google, I don't even want my email on google or yahoo.
 
Yes.No.Maybe

Sorry ..... It's not so much that SAAS is dead but that the whole hype around Web 2.0 and how it's the saviour of the interwebs has disappeared. Some of that is due to the world economy some of it to the fact that users realised that this wasn't Web 2.0 - more like Web 0.23 Beta. Relatively few startups have managed to attract the numbers of users and critical mass needed to survive (or even to be taken over). Not everyone can be twitter (and even twitter, poster child, can't get a decent revenue stream)
 
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