Forum Discussion
At the moment I am using it in a very simple and basic way. I get a call or a lead, pop it in as a new client, schedule it then populate a job with the information. I like that I can add or change things on the fly if I find other entry points or other work that needs to be done. Even booking a follow up or changing the pricing is really easy. Once the job is complete, I can send off an invoice in like 4 seconds, and usually get paid in seconds after that! I like to spend 30-40 minutes on my computer in the morning when its quiet to get my day and next day sorted out. I don't really like doing too much on my phone so I take the time and prep myself at home.
I am a one-man-show so my situation may be different from yours but I find the work flow to be super easy from lead to getting paid.
Do you run a crew?