Quotation > Invoicing software

Louis84

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Oct 8, 2013
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59
I'm after some simple invoicing software to make life easier.

The way I work is quotation > Invoice 30% deposit > invoice remainder on completion.

I currently do it all manually across two separate Pages/Word documents (quotation & invoice) but now I'm ready to use something that can automate all of this (hopefully) with the click of a button. What do you guys recommend?

It needs to be simple and cheap. We are VAT registered and based in the UK
 
Just use excel.

Created a new workbook with two worksheets, one for your workings/quote and one for the invoice.

You can automate everything so that as you workout your price the figures on the invoice will calculate automatically. All you will need to do is press Ctrl+p to print.

Dan.
 
You could try:
Invoice2go or Quickfile. The latter is a web based accounting software that does estimates and invoices. 
 
I've been using JoistApp.com for about 2 years now and it works well on iPad and iPhone. You can also access it on a desktop computer.

Your customer can "sign" and approve the estimate right on your iPad right in the home/business.

You can also create commonly used line items so that you don't have re-enter information each time you create an estimate/invoice. The desktop web based access allows you to download your invoices as comma separated value (.csv) data so you can export to a spreadsheet.

The only thing I don't like and they could improve on is that when you enter a payment if you've accidentally entered an incorrect amount or date that once you've hit enter you cannot go back and correct the error.
 
How do you arrive at your price in the first place?

What device(s) do you use when estimating and quoting?

Do you have third parties or supply at cost elements in your end price that you want to be transparent about on your invoices?

Do you need to include pictures, sketches, schematics?

These days my delivery preference is to send a PDF to a clients email ... how do you interact? We need to understand a little more to help give you the best answer.

There's a simple end of town and a very complex end of town ... with a zillion options in between!!!

 
Thanks for the advice so far! Will try joist app to start I think just because it's free.

I do my quotes & invoices  on the laptop. I currently give a whole price but would quite like to start breaking prices down. And have labour at the end. No pictures or sketches needed. I prefer to do everything over email and send PDFs. But like I said, being able to convert and estimation to an invoice for 30% is important!!
 
Kev makes some very valid points.

For me, I've been in the restoration/insurance repair biz since the late 70's (was a an Adjuster and Claims Manager until the early 90's) and for many smaller jobs I can look at most and tell if it's a half day job, full day or 5 day, etc and then add up the materials to get my price.

I also will use unit cost pricing on some jobs and the predominant estimating software used for that in North America is an estimating platform called Xactimate which can cost a couple thousand dollars per year for the license. Also, my client base uses the same program and I'm often given a budget for most simple tasks, while the specialty cabinetry things I do aren't properly addressed so it's usually a bid item.

Xactimate's database MAY work better for those in the US where it's based as they say they do market research to come up with their unit prices and they adjust pricing where labour or materials are different due to market conditions. Also, there is a feedback system in place that takes into account uploaded estimates ands have variances over time will affect the unit pricing modelling.

Xactimate says they do the same market research and modelling as above here in Canada as they do in the States, but that's a crock of s&it. As mentioned, I've been in this industry LONG time and I've yet to meet ANY contractor that actually does restoration work having been asked by Xactimate how much they'd charge for different tasks. In fact, a Canadian National restoration industry association about 2 years ago hired Deloitte a major accounting firm to conduct a review on how the "industry" decides on its pricing models and last I heard they've not yet found any restoration industry subs of note that provided pricing.... Hmmm, Xactimate has ownership ties to the Insurance industry in the US. You draw your own conclusions.

The Insurance industry is so fixated on this computer estimating model and they think that it's reality when often it's not even close on some line items. You also have Adjusters and Claims Manager that think that just because you enter a SF or LF price for the line item that a good trade who's insured, has WCB, etc should do it for a low price and warranty the repair that that is reality. Virtually all the people producing the estimates have never swung a hammer before, let alone as a living having to make payroll, pay taxes, waited to get paid for months on end, etc...

Okay...I'm done on the rant...sorry about that!

In the joistapp.com that I'm using I've created the most common line items that I use with the pricing per LF, SF or whatever and it's easy to recall them when doing an estimate/invoice. The program lets you add photos from your library or will let you attach a new photo right from your phone/tablet. You can also add a contract, sketch or whatever.

You email the completed estimate/invoice right from your device while within the app and it's sent as a pdf. You also can see if the recipient opened the pdf on a list viewable on your device of choice. As mentioned, the App is free and you could set up a test company and play around with it for a while before you use it for real.

Is the program perfect? Well, no but it is more than sufficient for my needs and the developers do make changes to the app to the good as time goes on. In my somewhat recent past, I developed a fairly major ERP software program for a restoration firm that linked through API's all of the other business software(accounting, payroll, communication) through one central point ERP so I can see the value in this straight forward and simple App for small companies like mine.
 
I've used www.quickfile.co.uk for the last few years, its free for small business users

There support is ACE! especially as its a free service to start with!

I do pay £50 a year to them because I do all my bookkeeping and accounts through them, I'd happily pay more...

estimates / invoices can all be done on-line and then emailed / printed / pdf'd etc etc. They will also print and post documents to your customers.

 
Id just like to say that I've been using joist app for approx 5 days and i absolutely love it!

Few improvements they could make - like being able to invoice for a percentage or a deposit invoice including others.

But i absolutely love it! Should have been using this years ago - my database is already growing nicely!

Thanks for the advice
 
Ah thanks Scott I am stuck between this and invoice2go and sage. How do you put you merchants invoices on to it probably a dumb question
 
Nippychippy said:
Ah thanks Scott I am stuck between this and invoice2go and sage. How do you put you merchants invoices on to it probably a dumb question

This might help alot of vids below....  to decide if its for you and maybe answer your "dumb" question 
=PLVxBmyedTVhRnNpk_z4Lac1EhpZkRjDuF
 
yeah but, butbut, but but but, joist app uses a colour system similar to festool.

*boing!*
 
Nippychippy said:
Ah thanks Scott I am stuck between this and invoice2go and sage. How do you put you merchants invoices on to it probably a dumb question

Quickbooks (intuit) is easiest of the lot.
Suppliers bills can be entered as a single entry or line by line.
We input line by line using the suppliers item codes as reference so when you start typing the ref number the rest auto fills. It also lets you keep an eye on the rates agreed with them or let's you check a rate when your estimating.
it doesn't take long if you keep on top of it but that's true of them all.

The better the info you record, the lower the accountancy fees and the more informed you'll be on your business.

The best solution is to get someone in to do the data entry for you. I'd rather do some additional joinery hours to pay the bookkeepers hours.
 
Thanks Scott and jmb just as I posted that I did see the vid were you can just take a photo of it. Scott my mother in law does my books foc in lu of stuff done around the house but I want to make it quicker and easier for her and so I can get my head around
 
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