You can preview and sign without wifi, you can even email the invoice and it puts it in your outbox and sends when you get in wifi rangeSparky J said:Johnny can you also preview and sign with out wifi/broadband? Invoice 2 go needs it for previews/signing. Generally not an issue but I do have a couple clients who live in the sticks w/o good service.
You can create estimate or invoice offline? View edit your schedule?Mshow1323 said:ES2 is functions fully offline just as you're describing. Just turn it "offline" get into the field, do you're thing, then return it "online." Everything loads across the cloud perfectly. I've only been with them a few months, but I haven't noticed any glitches. Perhaps they have been ironed out.
Yes sir. In fact a beta update is being released shortly. There is also a nasty rumor that plumbing and HVAC versions may be in the works.You can create estimate or invoice offline? View edit your schedule?
If so, that is a big change
I am experimenting with ShopKeep.com I have a 30 day trial version. It runs as an app on the iPad and the "back office" runs on your desktop. It allows you to create custom buttons on your iPad for pricing out things like Service call, Emergency Service call, parts etc. for me it's good because it's pretty simple and nicely designed for the iPad. It's not something for a thousand SKUs.Can anybody recommend any invoicing software for a tablet. Looking to try and move into some newer tech.
Does it interface with QuickBooks?I love the app called QuickSale. The Pro version is $30 which is a steal IMO.
I use it for estimates and invoicing. I have it filled with flat rate items and assemblies.
We fill it all out onsite.I am having second thoughts – now I think that if I really wanted to do invoices in the field I would consider using the iPad or other computer and VNC which is a free program for a PC, like the program LogMeIn and just log in to the the home office computer remotely and do the invoice the same way I do when I copy everything from the handwritten invoice in to QuickBooks.
Instead of retiring, I no longer bend pipe or pull wire. I just do service calls and troubleshoot. I do 1-5 service calls a day. When I think about it, it seems easier to write up a paper invoice while sitting in the clients house rather than whipping out a notebook. For one thing when I'm back in the office I can use Dragon NaturallySpeaking to dictate the details. I guess maybe it would be okay if they hear me dictating while air in their house.
The real problem is that we been using QuickBooks for so long (since 1990) that we have a history of our clients and if I switch to something like quick sale or other dedicated iPad programs I wouldn't have the client history. Then again how important is client history?
Do you paperless guys actually fill out the invoice or the flat rate estimate in the clients area or do you go out to the truck or maybe you prepare it before you go there?