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jcstomper · Apr 26, 2012

quickbooks on a tablet

donniedawg · Guest

I use an app called quick sale. I send all of my estimates directly from my truck. I also send my receipts and invoices with this app.

Roof Cleaning Raleigh NC · Apr 26, 2012

I use Intuit on my phone to swipe credit cards.

Apex Roof Cleaning · Guest

For starters, I hate quickbooks. I still haven't gotten mine setup on the computer completely. I do like the idea of quickbooks from Ipad how do you do it. I like the idea of sending estimates by email but so far I have been leaving the estimate and the contract. So they get it, they sign it, they pay it.

+1 Intuit on the phone but always avoid the credit cards =)

jcstomper · Apr 26, 2012

well i literally just set up the tablet yesterday.. but i've been using quick books since day one.. customers seem to really like it that i can email them a invoice, and do a lot of the after work through email.. i've had a few customers not want to use email. but really its been 98% that love it..

i think just being able to do it faster will help in the over all professional apperance of the company in general.

A to Z · Deleted

Good stuff Joe, my customers love the instant quotes too. I just don't use quick-books at the moment.

Apex Roof Cleaning · Guest

How instant is email vs me handing them a piece of paper?

RCIA Founder

Great Stuff Guys!

I think it is a little more competitive, here in Tampa.

You NEVER want to leave a written estimate, if you can at all help it, or your price will get shopped and chopped all to hell.

Liberty SoftWash · Apr 26, 2012

I use Quickbooks and have had great success. I do not however use them for my credit card processing. For that, I use Square, they have no set up fee or monthly fee and their per transaction fees are reasonable(as reasonable as credit card fees can be! LOL). I have found most people like the conveince of receiving their estimate or invoices instantly via email.

Apex Roof Cleaning · Guest

Sounds like I am doing it too old school leaving the written estimate. As Eric said Square is the way to go, thats what I also use.

Roof Cleaning Cleveland (216) 323-0552 · Apr 26, 2012

Dan, I'm with you, paper all the way. This year I've been making more of an effort to get the job at the estimate.

jcstomper · Apr 27, 2012

yep i use Square also..

as for written estimates.. they are written.. in their EMAIL haha... i dont leave paper at their house. plus, half the time my clients are at work, while im estimating their house.. I do a lot of phone work with them either when they call, or after then contact us.. and then i call again 24 hours after i email them the estimate..

most of them say im the only one actually following up.. basics people basics lol

The Roof Cleaning Institute Of America Training & Certification Forum "Find A Certified Roof Cleaner Directory"

The Roof Cleaning Institute Of America Training & Certification Forum
"Find A Certified Roof Cleaner Directory"