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Activity Feed Forums Software Discussions General Software Topics Shop Management Software, what would you advise? Reply To: Shop Management Software, what would you advise?

  • David Wilde

    June 2, 2020 at 10:05 pm

    Hugh Potter:We’re using Xero accounting software which is loaded with all products and prices (most anyway), easy to make quotes etc. from there..

    For organising I use paper job sheets, however, we’re now transitioning to Trello, so far I’m liking it, simple and as long as I keep it on a spare screen, easy to track what I’m doing.I use Xero and love it. Also, use Trello, it’s great for workflow.

    I’m looking for the next step up though, there doesn’t seem to be one, its giant leap or nothing from what I see.

    If Xero allowed you to build quotes ‘privately’ I’d be delighted.

    For example, I don’t want the final quote that the customer sees to show my ‘working out’.

    For example, I can add ‘digitally print monomeric vinyl’ as a product and give it £xxx per sqm. In theory, when building a quote I just make the quantity ‘x’ and we have a price. I just don’t want my customer to be given the PSM price in black and white.

    It’s frustrating.

    Like David says I don’t think there is an off the shelf solution to fit our business