Printing quotations as job sheets
It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
This would be amazing as I have to use other software for this .
Steve
Wired electrical
stephen ODonnell
shared this idea
Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.
One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.
Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here.
We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.
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Jackie Gibson
commented
I started to set up one of my clients with job sheets so we could prepopulate and email as opposed to writing out a manual sheet. I tried setting up a specific quote template under a new theme name and changed the theme, this way you should be able to send a quote with a quote theme template and use the same screen to change the theme to Job Sheet with whichever fields you need on there.
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David Bomken
commented
This would be incredible, even if it wasnt printable. But could then be turned into an invoice once on site and complete, or a quotation if that is what is required first off.
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stephen ODonnell
commented
It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
This would be amazing as I have to use other software for this .
Steve