Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Printing quotations as job sheets

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    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.

    An error occurred while saving the comment
    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

    stephen ODonnell shared this idea  ·