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  1. Printing quotations as job sheets

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    3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    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.

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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.

    David Bomken supported this idea  ·