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Estimating and job management softwares
Hey Everyone, as we are getting busier and busier i think its about time we got some software to keep us a bit more organised. At present our current system is when an enquiry comes in we write the details down in an enquiry book and give it a job number. We then type a quote out on letterheaded paper and send it to customer. When the enquiry becomes a job we fill out a job sheet and file it away in a jobs in progress tray. The job then goes on our white board. All quotations, visuals etc are kept in an online folder in dropbox with the customers name. Then once the work is complete we send an invoice using Quickbooks online 2014 cloud edition. My question is which software do you all use? Ive looked at estimate, clarity and signvox and after reading around the boards these seem to be the main three software packages you all use. Is there any other ones? Also i dont seem to be able to get a price for Clarity software from their website so im not sure how much it actually costs. Will any of these softwares integrate with quickbooks online as we use this for all our customer details, invoicing, accountant reports etc. We really just need something that can be accessed by two users and will get rid of all the random bits of paper lol!! Sorry for the long post and thanks in advance 🙂
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6 Replies
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If you are already using quickbooks then that should be able to do everything you want to. I use a very old Quickbooks 6 & only really for estimating, invoicing & accounts but you can use it to track each job from initial enquiry & track proper costings per job.
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Hi Martin, Yeah ive looked at that. The quickbooks im using is the online version and to track customers, quotes etc you need to activate a third party app. Ive looked at the three apps available and none of them will do anywhere near what we need them to do. Thanks
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Hi David
have a look at this thread
http://www.uksignboards.com/viewtopic.p … 366#460366
Ive just signed up to signvox…looks like there is isn’t much it doesn’t do…just need to make time to set it all up now….
Cheryl -
Hey Cheryl!! Ive looked at signvox, clarity, casper, estimate and sign-tracker. Ive downloaded free trials of sign-tracker and estimate to have a play around. Unfortunately signvox doesnt have a free trial although if it was really worth the money ive no problem paying for it. All these softwares seem to be very "Americanised". Is signvox available with a uk version with a uk list of materials etc? Thanks
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Mo Gillis-Coates is the chap to ask…hes been using it for a while…
everything can be converted I believe.
for two users is $99 a mont for more than that I think its $139
the thing is its not an annual subscription so you can try for a month and if its not for you …cancel it.
as in the other thread..i emailed them and we set up a web conference…they would be able to answer all your questions before you parted with a penny.
I need to try something to become more time efficient.
Cheryl -
Definitely Chery!! When we are really busy my efficency levels go right out the window. Im a man so multitasking definitely isnt my strong point no matter how much i try lol.
Ill send signvox an email and see if i can get someone to have a good talk to. Thankyou
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