Hi Everyone. I know this gets asked a lot but I am curious if anyone has the same issues as our business.
We are a computer business with 5 technicians that does residential support with a store front for sales as well as MSP/On Site service for business customers.
Right now we bill everything from Quicbooks Desktop. This includes invoicing for recurring payment or customers that have an "account" that we bill at the end of the month. For our store front, we have all our parts as an item in Quickbooks that we then scan with a barcode scanner to create a sales receipt. This is how we have been doing it for the last 15 years but I think there is a better way.
For our store ticketing system/CRM we use PC Repair Tracker. This has been customized to our liking and allows us to keep all work orders up to date. When a customer comes to pickup the computer we then create a receipt in Quickbooks with the work order ID and check them out of PCRT. This isn't a big deal, we have all gotten use to this procedure.
Were we fall flat is our billing for "on site" time. Right now we just have an excel spreadsheet that gets updated and then translated to Quickbooks at the end of the month. I know this isn't the best way to do things.
What I am looking for would be a system that would allow us to create tickets and then export and create the invoice in Quicbooks. I am not a fan of using another system to track invoices because if a customer comes to pickup a cable and add it to the "account" I would like it to be all invoiced on one invoice at the end of the month. When keeping track of time for our on site time we need to keep track of hours worked per technician and the mileage. Another sticking point we have found is that we are in Manitoba and must display both PST/GST on the invoices, a lot of other systems that create their own invoices do not allow for this and the work around never get the tax values correct.
Any help or advise would be greatly appreciated. This has been keeping me awake and thinking for a while now.
We are a computer business with 5 technicians that does residential support with a store front for sales as well as MSP/On Site service for business customers.
Right now we bill everything from Quicbooks Desktop. This includes invoicing for recurring payment or customers that have an "account" that we bill at the end of the month. For our store front, we have all our parts as an item in Quickbooks that we then scan with a barcode scanner to create a sales receipt. This is how we have been doing it for the last 15 years but I think there is a better way.
For our store ticketing system/CRM we use PC Repair Tracker. This has been customized to our liking and allows us to keep all work orders up to date. When a customer comes to pickup the computer we then create a receipt in Quickbooks with the work order ID and check them out of PCRT. This isn't a big deal, we have all gotten use to this procedure.
Were we fall flat is our billing for "on site" time. Right now we just have an excel spreadsheet that gets updated and then translated to Quickbooks at the end of the month. I know this isn't the best way to do things.
What I am looking for would be a system that would allow us to create tickets and then export and create the invoice in Quicbooks. I am not a fan of using another system to track invoices because if a customer comes to pickup a cable and add it to the "account" I would like it to be all invoiced on one invoice at the end of the month. When keeping track of time for our on site time we need to keep track of hours worked per technician and the mileage. Another sticking point we have found is that we are in Manitoba and must display both PST/GST on the invoices, a lot of other systems that create their own invoices do not allow for this and the work around never get the tax values correct.
Any help or advise would be greatly appreciated. This has been keeping me awake and thinking for a while now.
