This is my first year using GOPHER software for my customer management. I like it but I have some questions...It seems to me you should be able to create an ESTIMATE before you create a CUSTOMER...I mean you can't get a new customer without an estimate...so why do I need to create a new customer THEN it will let me create an estimate...And what if I want to print the estimate sheet with just my Company name and the customers info, and the job description but leave the PRICE BLANK...cause I haven't dont the estimate yet...I want to bring that sheet walk around the home and then FILL IN THE $$$ AMOUNT...And what if I want to set a reminder IE "Call Pete Jones back 3/25/06 to follow up on estimate" I would think each customer or estimate should have that feature, am I missing it? Also under new service and area pricing...why isn't there a choice for "CUBIC YARD" for mulch and stone installs? PLEASE HELP TEAM GOPHER and MEMBERS using GOPHER!!!!!! Thanks!!!!!!
Stop guess-timating. Learn how to estimate and make money! $$$
I do hear what you are saying. Gopher needs the customer information first to create an estimate attributed to that customer.
Something you might want to consider is having some blank estimate forms printed so you can fill it in by hand first and then later transfer that to the computer?
Originally Posted by [b
Quote[/b] ]why isn't there a choice for "CUBIC YARD" for mulch and stone installs?
You can add any unit of measurement you want on the materials screen then go to the tab unit of measure.
Gotcha, thanks....what about a reminder area...is there a place to type a note that will automatically pop up on a certain day....say I type a memo today for next tuesday and it says follow up with steve jones or something then next tuesday I will see that memo and I won't forget to call him....is there a feature like that or something close that I could rig up? Thanks!