Creating Invoice from Estimate, WO

[wlk8791]

I am writing a program for carpet cleaning.

I want the ability to:

Create On-Site Estimates forms, turn the estimate into a work order, and then turn the work order into an invoice.

Is there a way I can be in the Estimate form and click a button that turns that estimate into a work order. Same for work order....be in the work order screen and click a button to turn it into an invoice?

Thanks.

[DaveM]

Re: Creating Invoice from Estimate, WO

Kristie,

Why do you need different screens?

You can enter your data all in one screen. Make different reports to print the order/invoice.

simpler:

1 Make a form for your estimate.
2 Have one field that changes that to an order. Print the order for
signing as needed
3 Use the field again to make it an invoice and print it for signing.

You could also make a report that would print a reciept if money is accepted.

[Keith Hubert]

Re: Creating Invoice from Estimate, WO

Kristie,

Going on from Dave's suggestion, have separate date fields for Estimate, Order and Invoice. With a little bit of thought you can get these filled automatically as the Status of the Job changes.

Maybe another date field for when the Invoice gets Paid. That way you can track unpaid Invoices.

You will want to have this Invoice in a set linked with the customer table 1:1 and a 1:M child table for all the rooms and measurements.

I did do something like this for a curtain cleaning company, many moons ago.

I also built in Collection and Delivery dates. Things to think about.

[Peter.Greulich]

Re: Creating Invoice from Estimate, WO

In addidtion to what Dave & Keith said, you could have 3 logical fields: Estimate/WO/Invoice. Check each box as the order progresses. There is about a million ways to handle this depending upon what your exact needs are.

[DaveM]

Re: Creating Invoice from Estimate, WO

Three logical fields as Peter suggested will work. I use one character field that would say something like:

E for Estimate
I for Invoice
W for work order

Then make the field a checkbox with each checkbox change the letter.

I do this in the picture I gave you

A active
S sold
etc