Idealy, and what we did with our old system.
We create a job, go out and diagnose, collect service fee. If we have the parts or supplies we show them the estimate and they appove, then we fix.
If we don't have the parts or supplies and can get them we go get them while they approve the estimate.
If it needs ordered, we send them the estimate and then order once it's approved and deposit is paid, if material pricing is over a certain amount.
Then we would convert that quote to an invoice once materials arrive.
And if the cost of a new appliance seems to be a better option due to the age of the old appliance or cost of repair, we would send a second quote for a replacement option and installation.
But all the quotes and invoices would stay with that one job. All quotes could be apporved or denied. We could also add another quote for a maintenance job or maintenance contract.
If they mentioned another appliance having issues while we were there. Our service fee would cover two appliances and we would send another quote for it.
But now to do all this we have multiple jobs and quotes open, all for the same job or address. And it becomes very time consuming when trying to manage and keep updated. Right now it's adding alot of time as we try to grow. It's going to require more and more office staff. But our old program we were using was going down hill in customer service and uphill in pricing so we had to break away.
