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Posted by Stev251

Building invoices

Hi

Looking to try Easify

W run a computer repair business

I would like to know how Easify handles the way we work

Customer brings in computer for repair

We assess the computer

If parts are needed we source and purchase them

We book them in tomstock and we then allocate the part to an engineer

Repairs might continue

Can we build an invoice as we go along?

Thereby keeping our stock database up to date and finalising the invoice at the end?

Thanks

Steve

Posted by Richard

Re: Building invoices

Stev251 said:

Hi

Looking to try Easify

W run a computer repair business

I would like to know how Easify handles the way we work

Customer brings in computer for repair

We assess the computer

If parts are needed we source and purchase them

We book them in tomstock and we then allocate the part to an engineer

Repairs might continue

Can we build an invoice as we go along?

Thereby keeping our stock database up to date and finalising the invoice at the end?

Thanks

Steve

Hi Steve,

Easify was initially designed for this scenario so it will handle it very well for you.

You can create a quote for each job you get in and record notes against the quote. Add products and services to the quote as required and if the customer decides to go for it, change the quote to an order with a couple of clicks.

You can amend products on the order at any time and keep continual notes as you go.

When you want to work on the job, you can print a job card that contains all the products on the order and also any internal notes that have been added.

Easify will help you track your jobs, manage your stock and help with your accounts at the end of it.

We've got a case study about using Easify to run a computer business here - https://www.easify.co.uk/CaseStudies/ComputerRepairBusinessSoftware


Regards - Richard (Easify Developer)

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