What do guys use for doing written estimates and invoice? | TruckMount Forums #1 Carpet Cleaning Forums

What do guys use for doing written estimates and invoice?

Discussion in 'Tips & Guides' started by poccc_2480, Sep 14, 2017.

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  1. poccc_2480

    poccc_2480 New Member

    Sep 7, 2017
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    What do guys use for doing written estimates and invoice?
     
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  2. Todd the Cleaner

    Todd the Cleaner Todd Cottino
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    QuickBooks online.
     
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  3. Michael W

    Michael W Member

    Aug 7, 2017
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    Made my own printed invoices for now as I'm just starting out, simple and reliable. I'll move on to a solution using a tablet pc, eftpos and printer once my business grows.
     
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  4. PhilipW

    PhilipW Active Member

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  5. crash1big

    crash1big Well-Known Member

    Mar 18, 2011
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    Customized 2-part forms from Ryan and QB
     
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  6. jtsunbrite

    Premium VIP

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    Same with us, The graphics printer company we use, makes our 2 part invoices and for the estimates and smoke fire water estimates I have a copy on my computer to use and just print off or email to custy..
     
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  7. Pinosan

    Premium VIP

    Nov 22, 2011
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    pen and paper?
     
  8. poccc_2480

    poccc_2480 New Member

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    Thank you. Sorry new to this business.
     
  9. poccc_2480

    poccc_2480 New Member

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    Thank you Michael.
     
  10. Todd the Cleaner

    Todd the Cleaner Todd Cottino
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    Get the QuickBooks Online Simple Start program, it costs $15 per month. You will be thankful come tax time. It's real easy to do up estimates on your phone and email them to your customer. When they book the job you just click "Convert to invoice" and the invoice is instantly created. You can track all your sales and keep track of exactly how much carpet or tile or upholstery or protector or what ever service you offer. QuickBooks is also a good way to keep track of your customer base. You can easily see what work you did for a customer last year and what you charged them.

    QuickBooks will also track your expenses. Every time you make a purchase or pay a bill you take 30 seconds to snap a picture of the receipt and enter the expense.

    I worked the first 2 years doing everything on paper and at tax time I would spend hours, even days getting everything together and sorted out. Now I take 10 minutes to print up the reports from QuickBooks and hand them to the tax man.

    It's well worth the $15 per month.
     
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  11. poccc_2480

    poccc_2480 New Member

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    Todd is there a tutorial on how to use it? Any link that you can share? Thank you sharing your experience and your expertise I really appreciate it. Thank you again.
     
  12. Todd the Cleaner

    Todd the Cleaner Todd Cottino
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    Let me see what I can find.
     
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  13. Todd the Cleaner

    Todd the Cleaner Todd Cottino
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    Sep 4, 2011
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    Here's a link to the startup page. Click on the simple start tab. It says it's only $10 a month but I've been paying $15 a month for years:mad:.

    https://search2.quickbooksonline.co...nline&ef_id=WbNQVAAABXXnJcwc:20170915034818:s
     
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  14. poccc_2480

    poccc_2480 New Member

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    Sorry to hear that probably you can call them and probably they can do something to compensate you. But thank you again for making time to help me. I will check it out tonight the link.
     
  15. Todd the Cleaner

    Todd the Cleaner Todd Cottino
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    Sep 4, 2011
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    If you get it there are tutorials to help you set it up. If you need any help with it just private message me and let me know. You will want to set it up on your laptop or desktop computer and then you can do just about everything on your phone after that.
     
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  16. Nimblybimbly

    Nimblybimbly Member

    Aug 10, 2017
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    I wonder if the $5 Self Employed version would be enough...

    Thanks for the link!!!
     
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  17. Rory henderson

    Sep 22, 2015
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    Quick books online.... the bomb. Com
     
  18. Todd the Cleaner

    Todd the Cleaner Todd Cottino
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    Sep 4, 2011
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    The self employed one doesn't let you send estimates or track your sales. I'd get the simple start one.
     
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  19. admin

    Staff Member Administrator

    Sep 4, 2007
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    Go paperless, TMF recommends housecall pro for many years now. It’s honestly the best all in 1 app solution and thousands of cleaners use it daily including our own local carpet cleaning business.

    You can get up to 30% off for life by using the TMF promo code: www.housecallpro.com/TMF
     
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