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Private member DiscussionPaper Work and Drudgery

CRM/POS systems?

Hey all, curious if any of you use a system for managing estimates, invoices, and payments. I have four guys working in the shop so being able to organize workflow is important. We also need to be able scan a credit card when the customer comes to pick up their guitar. Currently (since outgrowing Square Invoices) we are using a free version of Zoho Invoice that can create a trello card for every quote. My guys LOVE using Trello. When th…

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I've been using RepairShopr for a few years and I really like it. Definitely worth checking out. It has CRM stuff, ticketing, parts, and inventory. It's got workflows to handle intake, estimates, work…