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  1. #1
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    Dec 2006
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    Question Electronic Work Orders and Mobile Devices

    I was jus looking to see what electronic work order programs are out there and what your experiences are with them

    also what devices do you use for these programs??

    thanks
    Mike
    Sig removed by mod. G-Rated site

  2. #2
    Join Date
    Mar 2012
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    Dallas, Texas
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    I am interested in this topic also. We have considered this as well and going to paperless invoicing. I am afraid that some of our senior customers will not like it. Any experience with that?

  3. #3
    Join Date
    Aug 2004
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    North Richland Hills, Texas
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    We are also interested in something for dispatching and invoicing using an iPad, that isn't part of a software package that costs thousands of dollars.

    Currently we are using Google calendar for dispatching. It works really well for a very small company.
    If more government is the answer, then it's a really stupid question.

  4. #4
    Join Date
    Jun 2011
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    We have a system from a company named Data Basics. It handles every aspect of our service department from estimating to dispatching to work tickets to billing, all paperless. The tech hardware is an android.

  5. #5
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    Quote Originally Posted by Carbon View Post
    We have a system from a company named Data Basics. It handles every aspect of our service department from estimating to dispatching to work tickets to billing, all paperless. The tech hardware is an android.
    Does Data Basics work stand alone or does it work with existing accounting software that you run?
    Miike
    Sig removed by mod. G-Rated site

  6. #6
    Join Date
    Jun 2011
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    Ours is stand alone. I don't know that you can use it with existing software, but it might be worth a call.

  7. #7
    Join Date
    Sep 2015
    Location
    West Tn
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    Any other companies out there using a paperless system? I know it has been awhile since this has been brought up. Whats the pros/cons of what is being used? How long has it been running? We are researching this step for us to be brought up to present day technology.

  8. #8
    Join Date
    May 2009
    Location
    Jacksonville FL
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    For a small company, you cannot beat Quickbooks online. We have a two man operation and it is perfect. It does have limitations for tracking multiple technicians, so you really need something else to do that.

    Just keep some writable receipts for the elderly. If they are that old, write it on a napkin. Everyone has email here.

  9. #9
    Join Date
    Sep 2015
    Location
    West Tn
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    We do supermarket refrigeration and small amount of their AC work only. We run 8-12 people and currently using Quickbooks. Looking for a paperless setup to make billing easier for front office and less of a hand cramping issue for mechanics in the field. I know technology changes on the daily and wondering what system other companies are using and what the upsides and downsides are.

  10. #10
    Join Date
    Oct 2010
    Location
    Texas
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    Fleetmatics and TSheets

  11. #11
    Join Date
    Oct 2015
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    What quickbooks edition are you using

  12. #12
    Join Date
    May 2009
    Location
    Jacksonville FL
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    Quote Originally Posted by R Mechanical 49 View Post
    What quickbooks edition are you using
    The Online version is great for 1 or 2 man shops.

    Take a picture of the receipt and it is stored forever in the cloud. The software will automatically check your bank account/credit card account for matching transactions. Automatic accounting as you enter sales receipts or invoices. Inexpensive and highly effective.

    Not good to track multiple technicians.

  13. #13
    Join Date
    Sep 2015
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    West Tn
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    Quote Originally Posted by R Mechanical 49 View Post
    What quickbooks edition are you using
    Just updated to the newest version of Quickbooks. Cost was high as could be but gives us waaay more options for parts listing and modifying. Looked into Fleetmasters and that looks to be a very well thought out system. We will pay monthly for it but we will get unlimited use and modifying of program with (as they put it) great customer service. We have not pulled the trigger on it yet cause I have not looked into the TSheets system. We use Fleetmasters for all our truck GPS systems and have had no issues with it up to this time. (Roughly a year in service)
    If we suspect a mechanic is using the vehicle after hours we can put a circle around the vehicle parked at their house and if the vehicle leaves that circle it will send us a message on our phone. This is how we confirmed our thoughts on a person that started having a jump in his gas receipts cost. After a meeting with him and a print out of his activities in our truck it was clearly indisputable information and it has not been a problem since.
    The sales guy reviewing the program for paperless showed us offsite through our computer how his setup worked and it looks really nice. With the ability to change program as we see fit at no additional cost looks like a system that we can't go wrong with.
    I will let you know which one we chose and how it is working out for us.
    Thanks for everyone's help in locating and reviewing multiple systems.

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