Curb Appeal Roof Cleaning Charleston SC (843)324-4003 wrote:

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I am curious to learn what many of you are using to generate your proposals and invoices and also if you use an accounting program such as Quick Books or any other programs.

Up to now, I have used company specific forms that serve either as a proposal or an invoice. It's a 2 page carbon copy form.

I want to shift to having all computer generated forms as well as a better / faster book keeping method and would like to know what system works well for you....

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OB is truly very simple, they even have a manual for Dummies.

Going paperless is the way to go, of course you still need contracts to ink but often invoices do not need to be generated if you use QB and email.


OB automatically tranfers them when you mail them, contractors too. PDF is the way to go because some do not have the same versions of software.

 

Quickbooks officebased easy to impliment...
great reports to track...
The portable set up mentioned above looks like a can do...

We use QB as well - in terms of keeping track of all vendors and clients, it is a great tool. You can link your business email to the program as well as Paypal for easier payment methods. For our more internet savvy clients/vendors, we are able to email them estimates/invoices, which puts money in our pocket faster. QB does have some data collection pitfalls, like we cannot track clients by marketing source, etc. (Or maybe I don't know the software well enough)
Either way, for a small to mid-sized roof cleaning company, I think it works well. The end goal, however, is to grow and find a more industry specific software that can import the info from QB. At the end of the day - what matters is getting paid, so if QB is too complicated/expensive - find a cheap, solid system and hold off on software. That's how we started - it's all about the right system!

Good Luck,

Morgan

Looks like Quick Books is the program of choice so far. Does anyone know of a program that combines the accounting aspects like QB but also performs some marketing and customer follow-up related tasks?

I use Quickbooks also for the last 16 years.  I wish that Quickbooks on my laptop would synchronize with my desktop...

I
have been looking for an invoice app for the ipad that is signable. I thought thats what ipads were for.
Invoice 2 go is nice but it appears its not signable (is that not important?)

We use Quickbooks here, also use a program called Q-express which is a scheduling program which is a companion product for scheduling routes. It eliminates the need for re-entering info and is a big time saver. It can be used for any service business.