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Job estimating and invoicing - Printable Version

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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.