What software (acctg, payments, etc) best to use as a new 1-man pc service biz?

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I'm thinking of restarting my computer service biz, after a long break, this time without the partner. I want to keep it simple.

I'm wondering what software folks would recommend for a strictly "one man" service (no parts/hardware/physical store location) ? I'm talking strictly a remote service (and 'in home/bus' software-only break/fix/installs/etc).

Accounting: Quicken (QuickBooks seems way overkill for a one man biz, right?) ?

Taking payments: PayPal only? Along with cash or check, of course!

Customer trouble tickets / support requests: Is there a good free (or low cost) online system that anyone can recommend (or put on your own website) ?

Since I'll have no shop/store, I don't need or want inventory or POS software.

Other software tools? I have an android phone, so apps for that would be nice, too.

Thanks for all suggestions!
 
Do a search as there is a ton of threads about this. I would probably recommend mhelpdesk.com as a great solution that I know a lot of people use on this forum.
 
All I use for payments is square, cash, and check.

For invoicing/expense reports/payment tracking I use freshbooks.

I used quickbooks for the first 3 months of being in business and found myself spending more time trying to figure it out than actually getting work done.

Between the payment reminders, the expense tracking (including attaching receipts to expenses), recurring auto-invoicing, and how easy it is to invoice people, I plan on being with freshbooks for a long time. Well worth the $30 a month and I have about 70 clients that I service continuously mostly businesses.
 
Freshbooks....

Keep in mind that Freshbooks is not really a replacement for quickooks. It is invoicing only. And for that it does an amazing job. We use it everyday. But when tax time comes, we also use quickbooks as our back end full accounting system.

If you super small and have very little in revenue then you can probably get buy without quickbooks at all. But it isn't really fair to compare to freshbooks as they are very different.

We use MerchantOS for in shop point of sale, Freshbooks for invoicing, and Qbooks for back end accounting. Sucks to use 3 but haven't found anything better yet for our needs.
 
paper forms are still an option.

This is going to sound dated lol... but these are the paper forms we used for a long time. We had them custom made from Nebs and had a check list of stuff that we did. They worked out GREAT when we used them! Now we use Merchant OS.
Nothing was easier than whipping out a form when a customer came in or during an onsite call and just filling it out. The good old days lol.
They were carbonless in duplicate. Had our old logo too lol.

https://dl.dropbox.com/u/13180231/CproInvoice.pdf
 
Keep in mind that Freshbooks is not really a replacement for quickooks. It is invoicing only. And for that it does an amazing job. We use it everyday. But when tax time comes, we also use quickbooks as our back end full accounting system.

Being a Freshbooks user from 2008-Nov2012, I agree that they do one thing very well: Invoicing. It's the best I've seen. And yes, very tough to compare to QB.

I have moved to mHelpDesk because Freshbook's ticketing function is so unbelievably poor for what I need.
 
A one man show, if you know little about accounting or bookkeeping then I would go this way:

1. NEB's (new england business forms, I think now they are delux)
Contractors starter pack is About $99 gets you a pack of 4 part invoices, computer receipt cards, Your logoed labels to put on the customer computer before you return it so they can easily call you again later in the year.

You can get 3 or 4 part copies: first for estimate, 2nd for work-order, 3rd for invoice. Either get the manila copy for permanent records or Keep the work-order for your records to be entered into bookkeeping system or give to your accountant or just keep on hand. Wrap a rubber band around them each month and put in a box till end of year.

2. Get a check writing system, works with every bank, called "one write manual"

This system is ingenious. You have a paper ledger and checks that are put over the top of the ledger so that as you write the checks the carbon on the back of the checks prints on the ledger as to the date, amount and vendor as the check is written. The ledger carries out about 15 columns which you or your accountant can later move the amount over to the correct account column and sum at the bottom of each column in the end of the month. So you might have a column for labor, one for purchases, one for rent, one for auto (gas/insurance) and what have you. This is a simple system but very very useful to someone who is a complete clueless about bookkeeping and anyone with a tiny bit of bookkeeping can later take the ledgers and copies of the invoices above and fix it for you at the end of the year or month. So long as you use only one checking account to deposit recipts and pay bills this system captures all you need.

http://www.google.com/imgres?q=manu...=261&start=0&ndsp=16&ved=1t:429,r:5,s:0,i:100
 
I really think that if you are in the computer business you shouldn't be using any manual forms and especially not checkbook/ledger system....

Just my opinion!
 
I really think that if you are in the computer business you shouldn't be using any manual forms and especially not checkbook/ledger system....

Just my opinion!

Why not? Why not hand written checks?

If I am a fisherman do I have to eat fish? My airplane mechanic doesn't own nor fly and airplane.... I do not think a one man show has to pretend to be a large consulting firm with laser checks, erp system or what have you.

I consult on QB's and it can be easy but it also can be a PITA if you don't need it. You really want to screw a client have them setup inventory and a POS if they do not have over 70% of sale from hardware. You will lose that client, guaranteed.

KISS keep it simple stupid....

On the other hand if you are consulting QB's it might seem funny to use preprinted forms but I really do not think most of clients notice nor care what you use. Give them good service, keep their costs down, keep their operations up and you are a hero regardless if you write a hand check or invoice.
 
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Not necessarily do you need to have printed checks.....but there is very inexpensive accounting systems out there like freshbooks, etc. Quickbooks can be setup to be very simple and there is some very inexpensive classes out there on it as well.

What I am really talking about is that if you are in the computer business and are doing manual processes of paper type items.....just doesn't show that you use technology yourself. Just not professional even if you are a one man shop.

Like a carpenter....he uses the right tools and not using hand saw instead of a power tool....as one example.

Just my opinion!
 
Not necessarily do you need to have printed checks.....but there is very inexpensive accounting systems out there like freshbooks, etc. Quickbooks can be setup to be very simple and there is some very inexpensive classes out there on it as well.

What I am really talking about is that if you are in the computer business and are doing manual processes of paper type items.....just doesn't show that you use technology yourself. Just not professional even if you are a one man shop.

Like a carpenter....he uses the right tools and not using hand saw instead of a power tool....as one example.

Just my opinion!

This reminds me of the poster a few weeks back who said they could no longer discourage their customers from getting/using tablets when they use one when they show up to the customer's house!

I may be wrong here, but if you think small, act small, and produce small, you stay small. If you plan big, think big, act big, and produce big, then you become big. Quickbooks for what the OP needs costs $200. That's what, 4-5 jobs to pay for it? Maybe less?

IMO, if you show up with notebook paper to write up a job, that looks bad. If you spend a little money and show up with the capability of providing a real invoice, whether printed, emailed, or hand written on a professional looking paper, you will be taken more seriously. I had a plumber once write me a receipt on a napkin he had in his glove box. He did a good job, in fact a great job. But do you think he ever got a referral or another phone call from me again? No, he became a joke to me and my friends. I may in fact have kept others from calling him. Not because of the job he did, but because he looked unprofessional.

While researching everything I need to open my door, I contacted my local printer for everything I will need. One of the things I priced out was carbonless 2 part paper. I figure I will need this for where I plan to even start. With a terms & conditions type thing on the back, I will be paying $120 for 500 sheets of my work order/invoice. I get a copy, customer gets a copy. Looks legitimate. It makes me look legitimate, even though I haven't even started doing paying jobs yet. (well, once I order them next month. :-) )

Perception. If you look unprofessional, then you are unprofessional. Think big! Do not think small, unless you wish to stay that way forever.
 
There are no doubt a half dozen to a dozen critical success factors to running a successful business. Having the pretties invoices or laser checks is not even in the top 150 things to do. Information overload is what a small start up has to worry about. Limited time and even more limited cash and resources. Focus your limited time, attention and finances on stupid stuff might well cause you to run out of money and time before you get off the ground. Focus on what is important to make money not some low rate possible image issue such as preprinted forms or laser printed invoice. Having a logo-ed shirt and name tag are more important than invoices.

Its more important that he focus on getting customers rather than pretty invoices.

These are great.

http://www.nebs.com/nebsEcat/Valida...005VT&path=products/product_detail.jsp&pc=311

This particular invoice does more than just invoice: It improves internal control and operations.

1. notice that you can have your logo and information printed so it looks professional. Its a real business not something someone printed at home on word or QB's. Everyone knows about desktop publishing so that is no longer the thing to have. It sort of reminds me of the old Rockford files when he would make one off business cards making him whatever title he wanted for the day. Preprinted invoices are more stable and professional than laser printed desk top published docs.
2 you can add boiler plate information on the pre printed forms. Legal notices. "rent charged if not picked up within 14 days" and such.
3 it is easy to get into the habit of filling out all the fields so you can later enter all this into QB's or CRM program for long term management of your customer database but you don't have to do it now. I had lines on there to circle how they heard of me Web, YP, Search, WordOM, radio, TV, logo van...... so I can track where my customrs were coming from.
4 there is an area to list the equipment taken, also with or without keyboard,mouse, speakers or laptop charger and case.
5 They are serially numbered (you can track by number to see that they do not disappear 1101, 1102, 1103, oops 1105? what happened) so when you do get someone helping you it is more difficult to make bogus invoices to cheat you (any invoice in QBs can be deleted even with audit trail turned on.
6 There is note place to put down what you find, times you called the customer to update them on progress and get further approvals.
7 there is a detachable receipt you can give the owner for taking possession of their equipment (whether you took it from their home or office or they dropped it off in your retail location this is handy way to make your customers feel comfy for letting you take their computer/laptop- BTW most Techs do not give receipts for equipment so this one step puts you leaps ahead of everyone else).
8 there is also a detachable asset tag to put on the computer so once you get it on the work bench you don't forget which is which. We have had 55 computers in our shop at one time and it is possible to get mixed up on which is which.
9 similarly you can list what the issues are so when you put it back for a day or so to get too it you can remember the complaint and what you originally promised. People using qb's often do not take this step, it is easy not too. This keeps you on track andout of trouble.
10 Ever do a job and they can't pay you on site, check singer not in, no checks on them or whatever excuse for a new client that you don't know? On the back of this invoice is a legally binding contract you can have them sign, fill in the amount, it also states if you have to incur late fees and collection costs those are added to the bill. Without this notice you will never get awarded costs of collections. With it most judges will allow you to collect it.
11 these are four part with the last page being a manila hard copy. I kept that for my permanent records. The pink 3rd page I used as a work order and attached to the computer with tape. The white copy we kept clean to fill in the amounts and make final invoice attache it to the completed computer ready for pickup or delivery.

It also helps your business and return customers if you put something like this following label on every laptop or computer you work on. I get calls from people I have not seen in 5 years and find one of my old stickers on their computer. yesterday they got my phone number off an old pc they were not even using but it was sitting in the garage with my sticker so they called me. Turned into a $700 job.

http://www.nebs.com/nebsEcat/products/product_detail.jsp?pc=346

Since I was a Quickbooks Pro adviser from back in the 90's I always used QB's from version 1. It is easy to setup and use but if yo don't know squat about bookkeeping it is also easy to screw up. Once screwed up it is a real challenge to get fixed. I never really stopped using qbs for accounting but I did prefer the printed invoices which I later entered into the computer for tracking.
 
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Thanks for all the suggestions. I do like the idea of a paper form system (esp. as a backup).

I'm also going to check out Square for billing, and mhelp for ticketing. Does mhelp do anything other than ticketing, and would it be overkill for a one man service??

I see several people suggested Quickbooks (and one suggested QB online) - but aren't those way overkill for a one man, service-only business?
 
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I use Quickbooks for my one-man show and I love it. I have it setup on my server at home and can remote into it from my netbook in the field... type up an invoice right on the spot using either an hourly line item or a pre-determined service line item, throw in any discounts, modify my pricing levels based on customer (I currently have 3 pricing tiers... residential, small business [basic networking], and large business [complex network, servers, etc]) and when it's all said and done I can either print it out locally on the customer's computer, or I can print it on my b/w laser printer at home onto pre-printed blank invoices that I had printed up in color. (Either way, my invoices look the same, save for differences in printers).

Granted, I'm a whiz with learning new software and I've been familiar with Quicken in the past. Once I used it for a while I've gotten to the point where I only spend about 10 mins per job tending to the books. That includes estimating, invoicing, receiving payments, and recording deposits. Like the OP, I don't mess with inventory. I do, however find Quickbooks' item list extremely handy for invoicing. That may just be because of the way I generally charge my residential customers (billing by the service, not by the hour, with exceptions of course).

For the record, I use Square for credit card processing... however I do keep a Paypal account as a backup. Eventually it will be worth it to setup proper merchant services w/ a wireless CC terminal... but until you reach that certain volume of CC transactions, Square is golden.
 
You should check out Quickbooks Online. You can do this all from a remote PC, iPhone, iPad, Android, etc.....I can get you 20% off the yearly subscription rate if you are interested. It also allows for 3 employees + your accountant to use at the same time.
 
I'm thinking of restarting my computer service biz, after a long break, this time without the partner. I want to keep it simple.

I'm wondering what software folks would recommend for a strictly "one man" service (no parts/hardware/physical store location) ? I'm talking strictly a remote service (and 'in home/bus' software-only break/fix/installs/etc).

Accounting: Quicken (QuickBooks seems way overkill for a one man biz, right?) ?

Taking payments: PayPal only? Along with cash or check, of course!

Customer trouble tickets / support requests: Is there a good free (or low cost) online system that anyone can recommend (or put on your own website) ?

Since I'll have no shop/store, I don't need or want inventory or POS software.

Other software tools? I have an android phone, so apps for that would be nice, too.

Thanks for all suggestions!

There are tons of options out there. Here's what I'm using:

Accounting - I am using Xero for my online accounting. Although it costs more than buying a package outright, for $29.00 per month I have an many user accounts as I need, access from any web browser, and tracks all the information I need. I am particularly impressed with their tech support. When I have submitted questions, I have had responses within a matter of hours.

Payments - On the road, I have both a Square option on my Smartphone, and an account with Quickbooks Merchant. Frankly, since I also have a store, the vast majority of my credit cards go through a terminal in the shop. I also take checks and cash from customers, either in the shop or on the road.

Trouble Ticketing System - My opinion here - PC-Repair Tracker is about the best I've seen, especially considering the cost. For the initial cost (and be sure to sign up for Acrbo first to get the discount), you get the the entire package to install on your own server, plus a year of upgrades. If you choose to never pay again, you can still utilize the system for as long as you want. The upgrades are real good pricing too, with the Acrbo discount. I'm now going on memory, but I *think* the initial cost with discount was $125, and the upgrade was $75. I hosted it for a while within my own shop, and then eventually moved it to a hosting account I have through Go Daddy. you DO need to be a little fluent in the mechanics of uploading to a webserver, and possibly tweaking some code, but Luke is fabulous at helping people troubleshoot, and his directions are about perfect, as long as you follow them step by step.

The work flow in my shop is that all the check-ins are done on PCRT, as well as updating information and doing the final invoice and payment. Then, the payment (or invoice for billed jobs) is entered into Xero at the end of the day, and from that point Xero handles any payments, statements, etc. The ability to log in at a customer's site to generate a PCRT invoice is also great, as well as features such as e-mailing invoices, Thank you letters, service reminders, and more. (Can you tell I'm a huge fan???)

Hope this helps!

Brian.
 
Quickbooks Online costs me around $21 per month when I pay by the year.

I use a point of sale application that I have used for about 9 years called Atrex.

www.atrex.com

It handles all of my sales quotes-orders and invoices. As well it handles all of my service quotes-orders. It has a very nice inventory management system as well.

Then I take the daily or sometimes weekly deposits (cash, check, credit card) and just enter them into Quickbooks Online. Then I use Quickbooks Online for my general ledger and writing checks (accounts payable). Very simple and can get detailed information from atrex or quickbooks online while on the road via using logmein from my iPhone or iPad.
 
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