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Invoicing and management software??

Discussion in 'Business Operations' started by Moose's Mowing, Nov 27, 2012.

  1. Moose's Mowing

    Moose's Mowing LawnSite Senior Member
    Posts: 453

    I'm currently expanding my part-time operation. I had been doing my invoicing, schedules and record keeping on my laptop but doing it with spreadsheets I had set up, notebooks, etc. That was fine for a few customers, but now I am in need of something better. I'm currently trying Quickbooks online simple start. I don't really like it. Not that there's anything wrong with that program, it just does way too much and the only features I'll actually use is the invoicing. I do like the mobile app on my iPhone and I got set up to take CC's. But in order to use the mobile features, it seems like I need to jump between 2 or 3 different apps to make an invoice, log payment and actually get paid. I also am set up with Square, but I thought I'd just use Intuit's reader instead. But I don't like how Intuit is set up, just seems more of a hassle than it's worth.

    I'm looking for something similar to quickbooks, only simpler. I really just need something that will allow me to easily create and track invoices. It would be best if it has a mobile app feature as well. Even better would be if I can accept credit card payments in person on my phone and have it automatically linked to whatever software I use in order to log and track invoices. If it also does work orders, estimates, etc, that'd be fine but doesnt have to.

    MUST HAVES:
    - Customer Information data (name, address, phone, etc)
    - Easy, professional invoicing
    - Invoice tracking (open balances, paid, etc)
    - Affordable
    - Online access

    WOULD LIKE TO HAVE:
    - Mobile App for customer info access, invoices
    - Credit Card feature or link to Sqaure or other
    - Job estimate forms
    - Work Order forms
    - Monthly reports, expense tracking, revenue tracking, etc

    I'm no tlooking for a full blown accounting package. Quickbooks does too much for what I need and it's sort of a pain to use. I don't see any real benefit to using quickbooks at this time. My operation simply doesn't warrant it.So if you know of, or use, any good online programs, please share. I mainly do mowing and snow plowing as my $ makers. I also do mulch, brush mowing, shrub trimming, power washing, bed shaping/prep, debris/brush/minor tree removal and whatever else I can handle.
     
  2. JCLawn and more

    JCLawn and more LawnSite Fanatic
    from MI
    Posts: 5,204

  3. Moose's Mowing

    Moose's Mowing LawnSite Senior Member
    Posts: 453

    I just found out about Jobber....any good? any use it?
     
  4. Moose's Mowing

    Moose's Mowing LawnSite Senior Member
    Posts: 453

    I see you beat me to it. I'm checking out Jobber now, looks promising......
     
  5. JCLawn and more

    JCLawn and more LawnSite Fanatic
    from MI
    Posts: 5,204

    yaaa its exactly what your looking for to the tee
     
  6. THEGOLDPRO

    THEGOLDPRO LawnSite Fanatic
    Posts: 5,223

  7. Moose's Mowing

    Moose's Mowing LawnSite Senior Member
    Posts: 453

    does landscapebilling have a mobile app for the Iphone? Jobber looks perfect but landscapebilling is much less $ and seems to do the same things...or at least similar things. it's a go if there's an app.
     
  8. THEGOLDPRO

    THEGOLDPRO LawnSite Fanatic
    Posts: 5,223

    I have no idea if there is an app for the phone, I know i use my i-phone to check the program sometimes and don't have a problem with it.
     
  9. JCLawn and more

    JCLawn and more LawnSite Fanatic
    from MI
    Posts: 5,204

    I will say you can do anything on jobber with the mobile app that you can do on the computer. Its made to be updated in real time in the field.
    Posted via Mobile Device
     
  10. Moose's Mowing

    Moose's Mowing LawnSite Senior Member
    Posts: 453

    How do you use your phone to check it? Do you just use the web browser?
     

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