Is there a job tracking software package for Trade Services that link to Reckon

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  • Updated 3 years ago
We run an Air Conditioning Sales & Breakdown company, and we are wondering if there are any Job Tracking software packages that work well with Reckon, that anyone could recommend.  We are only a small company, and are looking for something that isn't too expensive, keeps track of breakdowns & job costings etc, automatic invoicing to customers on-site (through use of tablets & connection to Reckon) and can integrate well with Quickbooks/Reckon.  Thank you.
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Sonya Herbert

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Posted 5 years ago

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Sonya, Reckon has got cloud Reckon One, but, i think it does not have the full estimates, job costing functionality as that of Reckon Desktop versions. We have just released out mobile deviced time sheet  with billing etc that handles the full functionality of Reckon Desktop Premier or Enterprise.
Talk to us,see what we can do for your business. Yes, there are also other 3rd party softwares around, some of them is in itself a full blown application , can be expensive.
We are just installing for a electrical contractor they have 130 employees.
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Sonya Herbert

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We currently use the  Customers & individual jobs option with Reckon, however we also have a spreadsheet we have set up with the details of Breakdowns as they come in - we do this so we can track (colour coding) when someone has attended, if there are parts ordered, or job had been quoted, or job has been invoiced, or job yet to be attended.  I've seen a few similar softwares around Tm8? but wanted to get someones opinion on using them with our Reckon Cloud software
Most of these job tracking (sales orders with outstanding items for instance), and status of jobs (awarded, finished, pending and so forth) are well catered for with HOSTED.    Was there a reason for choosing Reckon ONE over HOSTED in your situation?  Meantime,. Chandra has some good ideas on integration of 3rd party packages for sure too.   How committed down the "ONE" path are you at this point?

Gary Pope
An Accredited Partner- Consultant  (VIC. Aust)

"Working with Accountants/Bookkeepers PPs/APs, as an
      independent IT Professional
and retired FCPA Accountant"

Thanks,Gary, Yes, hosted and desktop, has some features, but the biggest hassel is the reports are all over the places, thats have been my problems with my clients. In most cases you have to resort to great excel to see ALL IN ONE PICTURE. what we have done is to see every thing in one screen, and be able to drill into any items and opening RA documents. RA 1, with its current lack of features like desktop , may take time to get in. However, in time to come we can integrate with our report tool with RA 1. To get the functions of desktop, we  now can operate using mobile devices.
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Nate Smith

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Geo Op is a cloloud-based job management software provider for small business focused on service industries. GeoOp allows organisations to schedule, cost, quote, and a business owner can communicate efficiently with their team members and manager anytime and anywhere while workers are out in the field. It is very easy to use and low in prices.