Job estimating and invoicing - Printable Version +- Encapsulation carpet cleaning and commercial carpet care forum by Excellent-Supply.com & Releasit (https://forum.excellent-supply.com) +-- Forum: Forum Home (https://forum.excellent-supply.com/forumdisplay.php?fid=1) +--- Forum: GENERAL DISCUSSION (https://forum.excellent-supply.com/forumdisplay.php?fid=2) +--- Thread: Job estimating and invoicing (/showthread.php?tid=958) |
Job estimating and invoicing - Dave Lyall - 02-26-2014 Just curious if anyone else has tried Joist (www.joistapp.com, also free in the apple App Store)? It is a free app that allows you to create and send really professional looking estimates and invoices from your tablet or smartphone. We have been using been using it for about 1 year now....and while it isn't a complete end to end customer management solution - it's free, easy to set up, and really adds a professional touch to your service. We use it in combination with google calendar for scheduling. I haven't tried Service Monster, which I know a lot of guys seem to like - but Joist has been a great zero cost alternative for us so far. Dave RE: Job estimating and invoicing - patrickm - 03-02-2014 We use quickbooks. Download a particular quote as a pdf and email to myself. Once onsite open email attachment using "sign my pad" app. Add to quote any info not already on quote-square footage,,......on and on. Have client sign and email to them. I'm sure there is an easier way but its free. RE: Job estimating and invoicing - TheCleaningDude - 03-04-2014 I email the estimate once I'm at home. It's a "process". RE: Job estimating and invoicing - TroyD - 03-04-2014 invoice2go works great. RE: Job estimating and invoicing - Hoss - 03-06-2014 I use Xactimate because of its compatibility with insurance standards, but that is most likely overkill for most invoicing. |