Sage/Xero/Quickbooks/Jobber...

Sage/Xero/Quickbooks/Jobber...

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Discussion

Jamiecool

Original Poster:

56 posts

85 months

Sunday 21st May 2017
quotequote all
So many of these threads, I was about to comment on the last one but thought Id start a fresh post.

I have used quickbooks, then moved to Jobber, and now using Sage with that.

Im about to cancel sage, and probably try Xero. I think that bothers me is none really has everything you need.

Is there any add ons for Xero that might allow me basic staff scheduling for example? Jobber does this really well, but jobber lets it self down on the finance side I feel.

I just need a nice basic package that will track our accounts, send and receive invoices, and help schedule jobs.

On jobber, once the quote is sent, you can change it to a a job, then schedule it, then allocate it to the guys which is neat. Can any of the other software do that ?

w1bbles

997 posts

136 months

Sunday 21st May 2017
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In short, yes. We use Xero and the integrated ServiceM8. Took me about a week of work to set it up and it's worked for a year without further intervention. PM me if you want to know more. My (part time for me) business is an electrical contractor with electricians in vans.

It's easy enough for my wife to manage the whole nose to tail process with about one day's training from me.

QBee

20,980 posts

144 months

Sunday 21st May 2017
quotequote all
I recently had to train an MD's daughter with no bookkeeping experience how to use Xero (which I also had never seen before). Have to say she picked it up very quickly. We find the auto-download of transactions from the company's bank account quite a good time saver, and the sales invoice formatting is nice too.

22

2,296 posts

137 months

Sunday 21st May 2017
quotequote all
Already a Xero user and planning to bring in Jobber for scheduling and invoicing (currently invoicing through an ancient bespoke program).

None seem to do it all, so I think it's a case of integrating a couple for whatever scenario.

QBee

20,980 posts

144 months

Sunday 21st May 2017
quotequote all
If you do a lot of sales invoicing and your job/invoicing program will export a sales invoice summary for the week into Excel, or as a CSV, then you can import the sales into Sage simply by formatting the data in the correct order and using the Import function in Sage