dadshandymancos-
Level 1

Work order scheduling or CRM sync

Really need help here. I am using a CRM to manage customers, create estimates (with attached T&C), collect signatures, convert to a work order, schedule with the customer (and future employees), log time for work, and send invoices/collect payment. It works great, but the QuickBooks sync causes a lot of headache. Really wish QB had the ability so schedule work orders so I could do everything in one place. Would love input on what others are using to solve this. Mobile service company.