Cel Phone Quoting Apps or Program Suggestions

[ATH]

Maybe export data, save it. Then if merge causes problems you have your data...dump the merged data and reset with the old?

 

[evo]

Does it port past info from QB without the headache of manually adding things?

Some data is lost or not transferred. But it’s easy to down load a csv and upload into quickbooks.
Like Ryan I just give the accountants access to jobber. In my area all the CPA’s hate QBO, so it’s pretty much a win win.
Let me know and I’ll send a referral thingy.
It’s not perfect but much better than QBO, and does much more

 

[Brando CalPankian]

I do most of my own accounting. She just handles year end and makes sure I'm not doing something stupid or illegal, lol. If I was paying her to do it all it may be a different story.

My wife will be looking more into Jobber this week. I'd take the referral code and try it out. Anything to help streamline some of the processes, particularly the CRM related stuff. And scheduling/route optimizing.

 

[Brando CalPankian]

Maybe export data, save it. Then if merge causes problems you have your data...dump the merged data and reset with the old?

This is what we'll do this next time. The Arbostar folks did it for us and it was bad. Haha. It changed stuff from months previous and even picked up my quarterlies (still haven't gotten that rectified). It messed up an invoice from last year somehow. I was so pissed.

 

[evo]

FYI I just had this pop up on my social media. Seems legit and pretty helpful

Log into Facebook

Log into Facebook to start sharing and connecting with your friends, family, and people you know.

www.facebook.com

 

[ATH]

I do most of my own accounting. She just handles year end and makes sure I'm not doing something stupid or illegal, lol. If I was paying her to do it all it may be a different story.

My wife will be looking more into Jobber this week. I'd take the referral code and try it out. Anything to help streamline some of the processes, particularly the CRM related stuff. And scheduling/route optimizing.

evo can send get you a referral code or the link I posted above will work....

 

[Brando CalPankian]

We're now on jobber. Everything else is so cumbersome. I love it. Easy unlimited support that actually responds. Intuitive design and seamless pairing with QB for books. It's amazing.