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  #61  
Old 04-03-2014, 06:00 PM
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S&S Lawn ServiceLLC S&S Lawn ServiceLLC is offline
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Location: Owensboro K.y.
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Was wondering the same thing! Going to check that out now.
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  #62  
Old 04-03-2014, 06:24 PM
bburger68 bburger68 is offline
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Location: Rock Falls ,IL
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quickbooks

How can you install to quickbooks or is that even possible . I was wandering if you you also help with estimating on jobs,calculations and or formulas
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  #63  
Old 04-04-2014, 12:53 AM
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OakNut OakNut is online now
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Location: Pittsburgh PA
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I signed up. Sent my first dummy invoice.

I hate "technology" in general because it's rarely a simple as it should be, but paper and pen is getting harder to keep track of everything as I grow.

I'm due for a phone upgrade - since I'll be using this in the field, maybe a Galaxy Note would make more sense now because of the larger screen!
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  #64  
Old 04-04-2014, 10:12 PM
shane772 shane772 is offline
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Location: BROKEN ARROW, OK
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love Yardbook so far!
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  #65  
Old 04-04-2014, 11:49 PM
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OakNut OakNut is online now
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I just used the "Send a Suggestion" section.

I wasn't really even expecting an automated reply, let alone a personal reply, but I got an email within 5-10 minutes explaining that there was already an option to do what I suggested and instructions on how to do it.

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  #66  
Old 04-04-2014, 11:52 PM
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SRT8 SRT8 is online now
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Havent played with it yet but does it let you run reports like QB? P/L? A/R? Open invoices? And so on.
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  #67  
Old 04-05-2014, 12:59 AM
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Yardbook Yardbook is offline
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Location: San Mateo, CA
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Quote:
Originally Posted by bburger68 View Post
How can you install to quickbooks or is that even possible . I was wandering if you you also help with estimating on jobs,calculations and or formulas
We currently don’t have integration with QB. But given this is a popular request, we will probably build it later this year. As for estimates and calculations, you can create estimates in the following page.

https://www.yardbook.com/invoices?type=Estimate

You can add items from your own pre-defined product catalog and the system will automatically calculate the prices for you. You can also add your costs to each estimate so that you can track the amount you are making for each job, and hopefully improve your accuracy over time.

Hope this helps,

Mark@yardbook.com
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  #68  
Old 04-05-2014, 01:00 AM
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Yardbook Yardbook is offline
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Quote:
Originally Posted by OakNut View Post
I just used the "Send a Suggestion" section.

I wasn't really even expecting an automated reply, let alone a personal reply, but I got an email within 5-10 minutes explaining that there was already an option to do what I suggested and instructions on how to do it.


Glad we were able to help!
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  #69  
Old 04-05-2014, 01:02 AM
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Yardbook Yardbook is offline
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Quote:
Originally Posted by SRT8 View Post
Havent played with it yet but does it let you run reports like QB? P/L? A/R? Open invoices? And so on.
Posted via Mobile Device
Thanks for the question. Yardbook currently supports the following views and we will be adding more reporting features throughout the year.

P&L Report:
https://www.yardbook.com/dashboard/p...loss?year=2014

Invoice List by Status (you can filter invoices by status using the drop-down button, right next to the‘+ Invoice’ button)
https://www.yardbook.com/invoices

Aging Invoices:
https://www.yardbook.com/dashboard/dashboard

Hope this helps,

Mark@yardbook.com
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  #70  
Old 04-09-2014, 04:59 PM
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OakNut OakNut is online now
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Location: Pittsburgh PA
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Yesterday (4/8/14) at around 7pm I sent the following question:

Quote:
Is there a way for the customer list to be displayed alphabetically? I know that I can “start typing” in the search field, but the names being displayed “out of order” is annoying and confusing. Thanks
Shortly after I received an email stating that they would look into making that possible in a future update.

Then today (4/9/14) at 2pm I received another email...

Quote:
OakNut,

We were able to get this enhancement into our latest release. You should be able to see a sorted list of customers by their names.

Hope this makes it less confusing.

Thanks,
Mark


Super response and such a simple change makes things so much easier.

So long as nobody asks to have them listed by last name, I'm happy - it displays exactly as the list on my phone now making it much less frustrating to find listings.

Thanks!
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