Questions

What kind of software solution can we use to keep track of invoices, maintain separate corporate accounts, create work orders, etc?

We are a cellphone repair company currently providing services to a corporate clients . The problem though is we need a solution that will allow us to keep track of invoices ,maintain separate corporate accounts , create work orders with unique primary key to keep track of the different devices that we are taking in .So how we have it setup is we do pickup and dropoffs . Last is the ability to separate accounting for corporates .

5answers

I believe Quickbooks can do everything for you. Not 100% sure, but I would look into that.


Answered 5 years ago

I would think about Zoho CRM. Cheaper than Salesforce and for $35 it's extremely customizable. Source: I'm a tech consultant and set up clients with these types of solutions for a living.


Answered 5 years ago

Hi,

My recommendation is to talk to a CPA or Accountant or Book Keeper (depending on your needs) that understands your world of delivery.

If you want to go it alone, there are many online services (from Quickbooks to others) that may integrate well for you. If you are using a professional in the back end on this then also make sure they understand the integration point.

Hope this helps.

Focus. #deliver

- mike vizdos
www.michaelvizdos.com


Answered 5 years ago

We use XERO in our startup and it works well as an accounting package doing what it sounds like you require.


Answered 5 years ago

Zoho Books (similar to Quickbooks) combined with Zoho CRM (similar to Salesforce) should do what you need. Zoho products readily integrate with one another and are all cloud-based. I've been using Zoho's suite of products for years and they continue to improve. Great option for startups and small businesses.


Answered 5 years ago

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