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View Full Version : What software are you using/recommend for billing and scheduling?


krlc
01-12-2013, 09:40 PM
I am thinking about buying some new software. I currently am using excel to bill my customers but I want something a little more professional looking. What are you guys using? Any recommendations would be appreciated.

Painting Stripes 11
01-12-2013, 09:43 PM
Quick books

Darryl G
01-12-2013, 09:56 PM
Quickbooks Pro for accounting. I do my scheduling on a day planner.

Turfdude
01-13-2013, 12:42 PM
Quickbooks and qxpress. Its an older program, but fairly solid & from what I've heard, they will be updating to accommodate i-phones & droids by fall of 2013.

HPI_Savage25
01-13-2013, 01:28 PM
Right now I am using jobber and so far I like it. The few things that it is lacking is supposed to be released in the next few weeks. Hopefully
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Sensation Man
01-13-2013, 01:39 PM
I am thinking about buying some new software. I currently am using excel to bill my customers but I want something a little more professional looking. What are you guys using? Any recommendations would be appreciated.

Been using Quickbooks pro for many years. Currently I have the onder 2010 version. Thinking about upgrading to the mobile 2013 version soon. However, it's important to knote that Quickbooks does not to anything for the scheduling. Other softwhere like Clip and jobber will integrate with quickbooks.
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krlc
01-20-2013, 08:31 PM
What about LawnPro or Gopher software they are both rated good and they download to Quickbooks, is anyone using them?

Raymond S.
01-21-2013, 01:09 PM
I used to use gopher. It was great for mowing and plowing. When I got into chemical apps and went from 50 mowing customers up to over 200 fert and mowing customers I switched to Qxpress. Qxpress has several great features (many I'm probably not even aware of.) Prepay letters, zone services, group charge lists, sinc perfect with Quickbooks. The biggest thing for me was gopher was very limited for fertilizer applications especially when it came to prepays.
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exmarkking
01-21-2013, 07:30 PM
Any advise on how well gopher downloads to quickbooks? Is it reliable? How does it work?

Weekend cut easymoney
01-21-2013, 07:44 PM
QuickBooks pro and clip

DanaMac
01-22-2013, 08:29 AM
Quickbooks for accounting, and I am currently in the process of switching from QXpress to Hindsite for scheduling. With the Hindsite apps on our phones, we can upload our daily invoices and sales receipts right back to Quickbooks at the office, without having to hand enter them into QB.

Davids Lawncare
01-22-2013, 10:34 AM
If only QB had Scheduling software build-in....I have been using Lawn Pro scheduling for 4 years now with QB for accounting and credit card payments. Lawn Pro is simple to use, just print out a list for each day..After reading some of these other posts it seems to be out dated. I would love a mobile app for scheduling it would be much more convenient to just upload invoices from my phone... I will be looking in to that.

grass-scapes
01-22-2013, 06:29 PM
Quickbooks and qxpress. Its an older program, but fairly solid & from what I've heard, they will be updating to accommodate i-phones & droids by fall of 2013.

I will believe that when I see it. They haven't updated a thing in a long long time. And yes, I am a long time user.

Wiedmann
01-22-2013, 06:34 PM
I use quickbooks but it's not that user friendly for me. I'd like to find a easier one to use as I can't seem to use it right. I only tend to use it for making invoices and estimates.

exmarkking
01-22-2013, 07:20 PM
I like gopher pretty good! I just wish it linked up with the bank account and was more inclined as far as income and expenses. But it does a good job the way it id
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cooperthumb
01-23-2013, 11:35 AM
I switcched to real green systems 18 months ago and I have been impressed. At the time I think I was small enough that a transition wouldnt be bad but it had to be a software that I could grow with also. Im glad I did it. it is one of the pricer programs. Looking at seeral posts this is one software that does integrate alot. Scheduling, credit cards, billing, QB Sync, Mobile apps, Client Portal,
And the company does so much more. Right now anytime one of my clients are 40 days past due it alerts and real green has someone from there office mail a reminder. Its one more thing I dont have to worry about.
The thing that gained my interest at the begining was the scan tool. Just like the supermarket when the guys get back at the end of the day they have a route list and next to each customer is a barcode and you simply scan it in and billing is done

Darryl G
01-23-2013, 10:23 PM
QB does have a tutorial and a pretty good help function. My problem with QB has always been that if I do screw something up I have a hard time fixing it. You really need to spend some time setting up your accounts properly, entering your items and services. Once you do that estimates and invoices are a snap. I also like the reports in QB pro. I use the accounts receivable one the most. What I don't do is enter in all of my bills from each vendor into it...I just enter what I pay out so I can keep track of expenses. And paying my sales and use tax is a snap too.

Rick Grantham
01-24-2013, 06:51 PM
QB Pro is good. Along with spreadsheets like Excel. Excel is pretty powerful if you know how to use it. There are plenty of excel templates out there that give you a headstart.

Rick

Raymond S.
01-24-2013, 06:58 PM
Any advise on how well gopher downloads to quickbooks? Is it reliable? How does it work?

Didn't work well for me. Gopher support was pretty much non existent so tweaking the sync was too much work
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exmarkking
01-24-2013, 07:15 PM
That's what I figured
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Sensation Man
01-24-2013, 07:43 PM
QB Pro is good. Along with spreadsheets like Excel. Excel is pretty powerful if you know how to use it. There are plenty of excel templates out there that give you a headstart.

Rick
The problem with excel is the way u have to save every document as a seperate file. Excel really sucks when your trying to keep a database of all invoices you sendout and how much each customer ows u. That's where Quickbooks pro really shines.
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Jobber
01-25-2013, 06:10 PM
If only QB had Scheduling software build-in....I have been using Lawn Pro scheduling for 4 years now with QB for accounting and credit card payments. Lawn Pro is simple to use, just print out a list for each day..After reading some of these other posts it seems to be out dated. I would love a mobile app for scheduling it would be much more convenient to just upload invoices from my phone... I will be looking in to that.

Hey Davids,

Just wanted to chime in and tell you to check us out. We do everything that has been mentioned in this thread - quotes, billing, scheduling, automatic invoicing, payments, mobile, QB sync, etc. Also, as someone else mentioned we are rolling out some upgrades within the next 30 days.

The one thing we don't have that I know some do is the customer portal. However, for the difference in price we are a much better fit for 90% of the companies out there.

Thanks,
Jeff

Big C
01-25-2013, 07:49 PM
I am currently using Jobber with Quickbooks online, Jobber syncs to QB with no problems and has all of the features that need, helps me stay on top of invoices, estimates, reminders and general tasks. I'm glad I made the switch.....can't beat it!

Rick Grantham
01-25-2013, 08:48 PM
The problem with excel is the way u have to save every document as a seperate file. Excel really sucks when your trying to keep a database of all invoices you sendout and how much each customer ows u. That's where Quickbooks pro really shines.
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Agree with you Sensation Man. As an all-in-one small business office product, QB shines. But if you don't have QB, excel provides you with FLEXIBILITY (if you know how to use it really, really well). Database views are easy to set up, etc if you are good at it... for the rest of us, its just a spreadsheet.

Example.... Go google "invoice program in excel" right now and you will find plenty of options. There are lots of things off the shelf in excel, but if you already use QB to run your business, then by all means --- go with that.

Rick

Jobber
01-25-2013, 10:16 PM
Hey Big C,

I'm very glad to see that you are happy with it! Thanks for the kind words.

Jeff

zgrrl
01-26-2013, 12:51 PM
We do 30% lawn mowing and 60% Fine Garden Maintenance about 10% Install.
I run 1-2 employees a day besides myself, am in the field as a technician.

Two years ago went from Excel to Quickbooks...what a huge benefit. Agree with Darryl B above:
Learn how to set up your Lists and Chart of Accounts properly. I paid a bookkeeper to show me how to set up and use. We set up a dummy company first to make mistakes with.

I still schedule with a planner and excel (and can link worksheets to Materials Needed for example).
I like Quickbooks Pro, for the invoices, estimates, customer database management, labels for mailing, and the reports. Reports have really helped me see where I'm making and spening money.

However, had to upgrade a year ago to retain the 'benefit' of sending invoices by email. No choice there.
Thanks for the discussion..I'm going to look into jobber and hindsite.

adam.neusbaum
01-26-2013, 02:29 PM
I've enjoyed QB Online for 2 years & am now learning Google calendar which has reinforcing reminder emails --minutes out before a service appointment. Feels like double work but keeps me sane on the workdays.

Jobber
01-30-2013, 06:38 PM
We do 30% lawn mowing and 60% Fine Garden Maintenance about 10% Install.
I run 1-2 employees a day besides myself, am in the field as a technician.

Two years ago went from Excel to Quickbooks...what a huge benefit. Agree with Darryl B above:
Learn how to set up your Lists and Chart of Accounts properly. I paid a bookkeeper to show me how to set up and use. We set up a dummy company first to make mistakes with.

I still schedule with a planner and excel (and can link worksheets to Materials Needed for example).
I like Quickbooks Pro, for the invoices, estimates, customer database management, labels for mailing, and the reports. Reports have really helped me see where I'm making and spening money.

However, had to upgrade a year ago to retain the 'benefit' of sending invoices by email. No choice there.
Thanks for the discussion..I'm going to look into jobber and hindsite.

Hi zgrrl,

Actually, as I was reading your post, I was thinking "Man, that sounds like a lot of hassle using the different programs - wish I could jump in and tell him to try Jobber."


Thanks for the interest. I'm glad you'll give us a shot. If you have not done so already, you can sign up for a free trial to check it out. Also, I would always recommend setting up a free demo to walk you through a typical work flow and set it up for your business.

Thanks,

Jeff

Darryl G
01-30-2013, 10:15 PM
Jeff - I just wanted to say that I think you're doing a great job of promoting your product here. It seems like you're being honest about what your product will and won't do and where it fits in. That's refreshing...some reps make it seem like their product is the only way to go and that it will do everything for you including doing your laundry. I run a small operation and scheduling the number of customers I have isn't much of a challenge, so I'm not likely to become a customer any time soon, but if I were looking for something to complement QB I'd give your software a good hard look.

imow in NC
01-30-2013, 10:22 PM
What about LawnPro or Gopher software they are both rated good and they download to Quickbooks, is anyone using them?

I was using the older version of lawn pro. 3.13. the newer version really sucks. has more bugs than the White house. Use quickbooks for billing and expenditures. big learning curve unless you have a degree in Accounting.

Jobber
01-31-2013, 12:20 PM
Jeff - I just wanted to say that I think you're doing a great job of promoting your product here. It seems like you're being honest about what your product will and won't do and where it fits in. That's refreshing...some reps make it seem like their product is the only way to go and that it will do everything for you including doing your laundry. I run a small operation and scheduling the number of customers I have isn't much of a challenge, so I'm not likely to become a customer any time soon, but if I were looking for something to complement QB I'd give your software a good hard look.


Darryl,

Thank-you very much for the kind words. I have to give credit where it is due as the co-founders of Jobber have done a tremendous um... job of establishing a friendly and helpful voice since day 1. There is no sense trying to shove a square peg into a round hole. :hammerhead:

Our philosophy is to make the best product we can and make it easy to test drive to see if it fits your needs. Most businesses will get to the stage where we can save them enough time and money to make it worth the $29 investment pretty quickly.

;) So I think now would be a good time to tell you that we do a lot more than just scheduling. Especially now that we've added expense management to our already great invoicing & billing, payment tracking and reporting... and Jobber also gets your whites sparkling clean!

Cheers,

Jeff

Darryl G
01-31-2013, 12:32 PM
Yeah, but I hear your leaf mulching capabilities are less than stellar. ;)

I have a pretty simple system set up with QB and a day planner. It works well for me at this point. My invoicing is done monthly from my office.

Jobber
01-31-2013, 12:46 PM
Yeah, but I hear your leaf mulching capabilities are less than stellar. ;)

I have a pretty simple system set up with QB and a day planner. It works well for me at this point. My invoicing is done monthly from my office.

OK, I don't want to push to hard and completely contradict your wonderful feedback. However, we have saved some pretty small companies big $ when it comes to bookkeeping and admin time/fees since Jobber automates the billing when you mark the job complete. Then you just sync it with Quickbooks at the end of the month if you use that for taxes etc.

OK, no more plugs. Besides, I have to work on the new beer dispensing feature of Jobber. :drinkup:

Once again, thanks for the comment. Much appreciated.

Jeff

Sensation Man
01-31-2013, 03:44 PM
QB Pro is good. Along with spreadsheets like Excel. Excel is pretty powerful if you know how to use it. There are plenty of excel templates out there that give you a headstart.

Rick

If you are into Excel spreadsheets it's important to know that Quickbooks lets u export most forms like reports for example into Excel.

TMlawncare
02-03-2013, 12:51 PM
We have been using quickbooks pro and qxpress platinum for the last 4-5 years. The qxpress program is really pretty good. It's syncs well with quick books and it is very easy to use. It is not perfect by no means. It does not do snow removal very well, but you can do it. They don't update it like the use to, but they got it were it is pretty glitch free, however. They mobile functions are lacking. They mapping has never worked really well because it always gets hung up on certain addresses.

KG26
02-08-2013, 10:27 PM
like Microsoft out look I wish I had a tablet with all these apps to update in the truck maybe I'll invest in one. Maybe investing in a truck first is a better idea.

Jobber
02-12-2013, 06:22 PM
We have been using quickbooks pro and qxpress platinum for the last 4-5 years. The qxpress program is really pretty good. It's syncs well with quick books and it is very easy to use. It is not perfect by no means. It does not do snow removal very well, but you can do it. They don't update it like the use to, but they got it were it is pretty glitch free, however. They mobile functions are lacking. They mapping has never worked really well because it always gets hung up on certain addresses.

Hey TMI,

If I may, I just wanted to suggest giving the 30 day free trial a shot if you would like. It doesn't sound like you are all that happy with the solution you have now. Maybe just a case of sticking with what you know...

We see that a lot but I'm sure it would be worth your time to spend an hour investigating another option if it could save you tons of time and headaches down the road. We can eventually import your client list easily if you like what you see and the guiding principal of Jobber is to make it simple and painless to learn for the user. We are really proud of that.

Anyway, just thought I'd throw that out there since we are pretty good at some of the things you mentioned that are lacking currently (snow removal, have constant updates, amazing mapping, and fully mobile).

Thanks for your ear! As always, just reach out if you have any questions.
Thanks,

Jeff

Sensation Man
02-12-2013, 08:52 PM
Hey TMI,

If I may, I just wanted to suggest giving the 30 day free trial a shot if you would like. It doesn't sound like you are all that happy with the solution you have now. Maybe just a case of sticking with what you know...

We see that a lot but I'm sure it would be worth your time to spend an hour investigating another option if it could save you tons of time and headaches down the road. We can eventually import your client list easily if you like what you see and the guiding principal of Jobber is to make it simple and painless to learn for the user. We are really proud of that.

Anyway, just thought I'd throw that out there since we are pretty good at some of the things you mentioned that are lacking currently (snow removal, have constant updates, amazing mapping, and fully mobile).

Thanks for your ear! As always, just reach out if you have any questions.
Thanks,

Jeff

Hey Jeff. I signed up for the 30 day free trial about 2 weeks ago but never received the email with the link to activate my account. Can u help me out here please. I'm really looking forward to using Jobber & I want to become fully intigraded with the program by the time we start up the landscape season. Please help.
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Jobber
02-13-2013, 02:43 PM
Hey Jeff. I signed up for the 30 day free trial about 2 weeks ago but never received the email with the link to activate my account. Can u help me out here please. I'm really looking forward to using Jobber & I want to become fully intigraded with the program by the time we start up the landscape season. Please help.
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Hey Sensation Man,

We don't require an authentication to start using your account. You can start playing around with it right away. However, we do send a welcome email with your account name and some handy tips and tricks. There is also a link in case you forget your password, how to get support... that kind of stuff.

Make sure to check your junkmail in your inbox. Jobber relies heavily on communicating with you and your team via e-mail. Be sure to add this e-mail to your white list, and mark is as "not spam" if it landed in your junk box.

Considering that we have already burned a few weeks of your trial. I would be glad to extend it if you feel you need more time to make a decision. Just send me a PM when that time comes and I can do so.

Happy Jobbing!

Regards,
Jeff

pieperlc
02-13-2013, 02:55 PM
Jeff,
Can you check out the thread below? Maybe you can provide some insight on my and a few others questions?

http://www.lawnsite.com/showthread.php?t=390883

Jobber
02-13-2013, 03:27 PM
Jeff,
Can you check out the thread below? Maybe you can provide some insight on my and a few others questions?

http://www.lawnsite.com/showthread.php?t=390883

Sure, I'll take a look right away here.

christw
02-13-2013, 06:40 PM
Service auto pilot is specifically for landscaping it grows with your business