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Joined: Feb 2009
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For starting out, I'd say Freshbooks or QB Online for invoicing. Have line items for labor on your invoices. Then just use extra lines to put brief details of what the called in issue was, what the actual issue was, and how you fixed it. Same idea for quotes. Quotes for labor and items, then use an extra line for "Scope of Work" or something like that.

Once you grow your business, then switch over to something more powerful like QB Desktop and CRM like Commit. CRMs are helpful when you have a lot of clients and you need ways to track trends with your clients, plus managing full service history, track inventory/client inventory, etc.

This is how I did it for a few years, using Excel spreadsheets for invoices and quotes. Once I got large enough, I got QB desktop and have been using it since. I recently got a PSA called Autotask to give me a bunch of new abilities that I don't have, like a help desk ticketing system, client hardware/software tracker, CRM, etc. It also does invoicing that connects to QB desktop.

Last edited by hawk82; 05/24/15 12:11 PM.
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Joined: Feb 2010
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Help desk ticketing system? Wow, that sounds really useful--is that web based, so your clients can log on to submit tickets for trouble they're having?

I appreciate all of the continued help and input, everyone.

Scott


Tennessee Technology Solutions, LLC | "Business technology solutions reimagined." | (423) 665-9995 | www.423tech.com
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