Invoicing/scheduling/CRM, what do you use ?
Discussion
Our small business is growing all the time, now at 20 staff I'm finding things all a bit complicated,
I need simplicity.
Currently using Jobber (as suggested form someone on here) Its good, but lacks some stuff. Considering going back to QuickBooks, SAGE is always mentioned but, not sure if useful to us. I need to schedule jobs, schedule staff and generally get more organised.
The other major issue we have is keeping track of job leads,
We can have 10+ leads per day, all of which will need a site survey. We are losing tracks of leads, and in turn probably losing business.
I've recently discovered there is software too track this stuff, but again it seems such a minefield.
Does anyone have a decent set up you use, that is simple and each to teach staff ?
We are an electrical contracting business and general property maintenance/installation.
Any help is appreciated
I need simplicity.
Currently using Jobber (as suggested form someone on here) Its good, but lacks some stuff. Considering going back to QuickBooks, SAGE is always mentioned but, not sure if useful to us. I need to schedule jobs, schedule staff and generally get more organised.
The other major issue we have is keeping track of job leads,
We can have 10+ leads per day, all of which will need a site survey. We are losing tracks of leads, and in turn probably losing business.
I've recently discovered there is software too track this stuff, but again it seems such a minefield.
Does anyone have a decent set up you use, that is simple and each to teach staff ?
We are an electrical contracting business and general property maintenance/installation.
Any help is appreciated
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