Estimate & Invoicing Apps

sw_ross

Senior Member
Location
NoDak
After perusing some other threads on this site, and mentions of apps that are used for estimating &/or invoicing, it got me thinking about whether it would benefit me in what I do...

How many of you use an "on-the-go" estimating/invoicing app?

I'm not sure it would get used a lot for most of the job types I get myself into, but it might have a place on some jobs where I show up cold (not knowing what I'm getting into) and have a customer ask me how much it'll cost to do "X". If I had something like one of these apps, I could show up, give them a quote that they'll approve, I do the work, and I'll take a credit card payment on the spot.

That isn't the typical way I do work, so it would only be used on a smaller % of the jobs I do.
I'm just wondering if it's worth the effort to get set up for it versus how much it'll actually get used.
 

brantmacga

Senior Member
Location
Georgia
Occupation
Electrical contractor
I still use paper for service. Triplicate invoice; office copy, customer invoice copy, customer quote copy.

If the job is done, it gets manually entered into quickbooks.

I scan everything using the adobe scan app to have a digital backup.


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Ravenvalor

Senior Member
I still use paper for service. Triplicate invoice; office copy, customer invoice copy, customer quote copy.

If the job is done, it gets manually entered into quickbooks.

I scan everything using the adobe scan app to have a digital backup.


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Be careful with those invoicing systems that claim to automatically enter your data into Quickbooks. Accubid T&M Billing does not work even though when it was sold to me in 07 they claimed that it did work great.
 

brantmacga

Senior Member
Location
Georgia
Occupation
Electrical contractor
That is a feature in Conest I believe but we do not use it. Everything is manually entered.


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brantmacga

Senior Member
Location
Georgia
Occupation
Electrical contractor
I bought a Mr electric franchise and they use Servicetitan does anyone know if it can be integrated with a electrical supply house


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that's somewhat new then.... is it cloud-based and locked down by MRE or is it actually running in-house on your computer?

never mind.... that is the same cloud thing they tried to switch us to before leaving.
 
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