a great CRM program, scheduling, time capture program that works well with QB

Bing Murphy · ‎September 01, 2022

I am the CFO for a specialty contractor. 30+ field staff, multiple teams, multiple states, 100+ jobs per year. We run on the contractor desktop version, desktop payroll and QB time for time capture from the field. I am looking for a program that bolts onto QB that has a CRM program to capture more customer details, a scheduling program that will show our backlog of open sales orders on a screen (similar to a gant layout), an estimation program to add in estimated job cost then as POs and time is booked, run actual vs. estimates in live time. Has the field time clock program, push out documents, templates to the field guys. It can be a non QB program but it has to move customer lists, payroll/service item lists and time back and forth the same way QB time does now. I am now looking at a third company and I haven't found this yet, can anyone point me in the right direction?

DebSheenD · ‎September 01, 2022

Hello there, Bing Murphy.

I'm here to help you find an app that fits your business.

We have multiple third-party apps that you can look into and has an overview that you can also read through the review on how it works. You can go to the App Center and search for a third-party app. Here's how:

Go to the Help menu, then select App Center: Find More Business Solution.
In the Apps for QuickBooks Desktop Marketplace window, search for an app.

Or you can directly go to this link and look for an application: https://desktop.apps.com/home.

I've attached an article that you can use as a guide to prepare your tax forms, as well as suggested tasks from December to January for filing your taxes or reviewing your employee and company information: Year-end checklist for QuickBooks Desktop Payroll.

Please touch base with me here for all of your QuickBooks needs. I'm always happy to help. Wishing you all the best.

Fiat Lux - ASIA · ‎September 01, 2022

@Bing Murphy

Your company is located in the US and using QB Desktop US version, correct?

I can recommend one construction management app for your needs. Their plan starts from $1,788 (annual) or $186/month for one full access user + up to 150 active jobs. Additional users? Full access @ $15/mo | Mobile only @ $5/mo | No-access @ $1/mo.

Contact me in private for details.

Bing Murphy · ‎September 04, 2022

I am interested in seeing more about the program you mentioned, my direct email is [email address removed], please contact me so we can continue

Fiat Lux - ASIA · ‎September 04, 2022

@Bing Murphy

We are not allowed to share any email address here. Click my username and you can send a private message.

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a great CRM program, scheduling, time capture program that works well with QB