I wanted to see if anyone had figured this problem out yet.
My Work Flow
- New order taken
- Client and Job info entered into a Excel spreadsheet.
- Spreadsheet generates a work order via a macro then links to a Google Earth to show me if I have any existing jobs in the area.
- Work
- Record time sheets on paper
- Client / Job / Time info entered into Quickbooks for billing
I'm looking for a solution to link all of these things together better.
I've looked at Tsheets. It seems to integrate into Quickbooks well for billing. I like that it is mobile and our field crews can do all timekeeping on their company phone.
The weak link seems to be the database. I am double entering jobs. I can't find anything that links with Goggle Earth and Quickbooks and generates a work order for dispatching. Maybe there is an app that makes Quickbooks better that I don't know about.
What are you using?
Following this.... Never thought about the macro link to GE.
Not sure if GE has the sort of GIS capability you would need for that, but it sounds great.
Do you already have all your projects in GE? Then you would need to make the new KML file for the new project.
Minus the GE part, I've been using Engineer Office for the past year to do my time and expense tracking. Then do the invoice in Quick Books. I really like it.
http://www.bqe.com/ProductOverview.asp?prodId=EO&Code=EOHOME
Bringing this post back to life. I know there are many options out there and several folks on here are using Asana. I've tried to make myself like Asana but I just can't seem to. We double enter a lot of info. Which is a waste time, I don't care if you are solo or running multiple crews.
Looking for ideas that may not have been brought up in other post. In short this is what we are doing which needs improvement.
Take a job order from client.
Enter info as an estimate in Quickbooks
Enter project name, number, address and 8 other columns of pertinent info intogoogle sheets. This is a master file since inception.
We also use this as a job board, with columns as milestones. Deed Research, deed sketch, plat work, delivery. An X gets removed from each column as it's completed.
Daily we enter and move projects scheduled for the field in a google calendar. (This can be time consuming with 2 crews when deadlines need to be met for each project. Some jobs take longer than others, etc,
Timekeeping is all on paper. Which I hope to change soon
Project is completed and we invoice thru quickbooks. Most jobs are fixed fee, but we are doing more T&M work here lately.
Project is then entered into google earth and job file is put in a stack of unpaid jobs.
Once we receive payment, Job folder is then permanently filed.