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Thread: A couple of questions about Keep It Easy software.

  1. #46
    Senior Member AJD Mowing's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Thats a good idea Bluey. I would like to be able to re send an invoice that is overdue and have OVERDUE on it. I havn't used the statements yet I put all invoices for the month on 1 invoice. do you know if the statement has overdue on it for invoices that are overdue?
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  2. #47
    Senior Member Bluey's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by AJD Mowing View Post
    Thats a good idea Bluey. I would like to be able to re send an invoice that is overdue and have OVERDUE on it. I havn't used the statements yet I put all invoices for the month on 1 invoice. do you know if the statement has overdue on it for invoices that are overdue?
    Yes I suggested that as well and actually resend one if they lose it. I am not sure if the statement would list it as overdue because there is no where to set up and define what length of time is overdue. I dont have any clients with overdue accounts yet so cant tell.
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    Bluey
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  3. #48
    Senior Member Bluey's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    One major thing I have found is that the program does not forward book all jobs for the client on thier set intervals. Rather it relies on you processing one job and booking the next one. This is a major draw back for me and I dare say others as I like to see what I have programmed weeks in advance so I can pick times to slot in jobs. I have suggested to Selina that if the program booked the jobs in advance for whatever time the user defines it would be better ie. The user can define via the settings that all jobs with intervals be booked to a set time in the future. These jobs would show as"programmed" jobs and then when you process your current job you could change the status of the next one in line to"confirmed". I think this would be a pretty easy change. Lets see what she says.
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    Bluey
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    "Success occurs when no one is looking, failure occurs when everyone is watching."

  4. #49
    Senior Member Chris B's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Do you guys find that when using scheduling software you are double handling unless you are accessing software via a smart phone on the go?

  5. #50
    Senior Member AJD Mowing's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by Bluey View Post
    Yes I suggested that as well and actually resend one if they lose it. I am not sure if the statement would list it as overdue because there is no where to set up and define what length of time is overdue. I dont have any clients with overdue accounts yet so cant tell.
    I found if you need to send another you can go to the job and clear the invoice number then the invoice will apear so you can raise it again but you need to manualy put the invoice number in again.. Could be simpler though
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  6. #51
    Member courty's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by Chris B View Post
    Do you guys find that when using scheduling software you are double handling unless you are accessing software via a smart phone on the go?
    Not really Chris,the only time I have to write something down is for a new enquiry or I jot down a note on the run sheet as a reminder for extras.
    "I'm not alone cause the tv's on yeah,I'm not crazy cause I take the right pills.... everyday" Jimmy Eat World

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  7. #52
    Senior Member AJD Mowing's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    I have a diary and a run sheet
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  8. #53
    Senior Member Blaktop's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    I found if you need to send another
    I guess it depends if you are emailing or snail mailing........most of mine seem to be snail mail and if I need to send another one I just got to invoices, click on the one I want and print it out.

    I am not sure if the statement would list it as overdue because there is no where to set up and define what length of time is overdue.
    There is a place in the setup to define what your trading terms are, surely it wouldn't be hard to automatically add OVERDUE to any invoice not marked as paid within the specified time from when the invoice was generated.

    Do you guys find that when using scheduling software you are double handling unless you are accessing software via a smart phone on the go?
    I print out the daily sheet and any notes relevant to any customer I just write on the sheet. I also carry a diary to jot notes in. I don't find I'm double handling though. As I said, when I get home I spend 10 minutes updating the day's jobs and booking the next one.

  9. #54
    Senior Member NLALM's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    So bluey which do you prefer keep it easy or gopher

  10. #55
    Senior Member Bluey's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by Chris B View Post
    Do you guys find that when using scheduling software you are double handling unless you are accessing software via a smart phone on the go?
    no mate not really. make a few notes on the run sheet and then do the work at home at the end of the day.
    Cheers

    Bluey
    Adelaide Home & Garden Solutions
    http://www.ahgs.com.au


    "Success occurs when no one is looking, failure occurs when everyone is watching."

  11. #56
    Senior Member Bluey's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by AJD Mowing View Post
    I have a diary and a run sheet
    Yes me too...i do same...get an enquiry it goes in diary...hey I can be a poet. The run sheet takes any notes about jobs
    Cheers

    Bluey
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    http://www.ahgs.com.au


    "Success occurs when no one is looking, failure occurs when everyone is watching."

  12. #57
    Senior Member AJD Mowing's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    I just had a play with KIE statements and it does say what is paid and what is owing. You can put in any date you want the statement from and print it out or email it..
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  13. #58
    Senior Member Bluey's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by NLALM View Post
    So bluey which do you prefer keep it easy or gopher
    Mate KIE....Gopher never could do the financial side any good. I used Gopher solely as a scheduler. There are some things in Gopher though that KIE could use
    Cheers

    Bluey
    Adelaide Home & Garden Solutions
    http://www.ahgs.com.au


    "Success occurs when no one is looking, failure occurs when everyone is watching."

  14. #59
    Senior Member Bluey's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Quote Originally Posted by AJD Mowing View Post
    I just had a play with KIE statements and it does say what is paid and what is owing. You can put in any date you want the statement from and print it out or email it..
    Yeah I guess that can work. Can we add a note to a statement to say pay up or else?
    Cheers

    Bluey
    Adelaide Home & Garden Solutions
    http://www.ahgs.com.au


    "Success occurs when no one is looking, failure occurs when everyone is watching."

  15. #60
    Senior Member AJD Mowing's Avatar
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    Default Re: A couple of questions about Keep It Easy software.

    Yea thats easy you print it out and go to the door and say Pay Up Or Else...
    AJD Mowing Giving Back Your Life

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