I am using Xero for thisFrustrated with Fergus as it's quotation section is just too limited. I'll not bother trying with that anymore.
The only good thing Fergus does which none of the others can do is that it integrates with my existing email address.
JobLogic is really good but again, there is no option to integrate with your existing email set up. Plus, when it does sent an email it sends it as a Word DocX file which 1. looks crap and 2. is open to editing and 3. has a daft "powered by JobLogic" symbol as the footer.
If I was to continue to use it, I would have to download each file, convert it to a PDF then send it via my own email address which kind of the defeats the purpose of automation.
Not fully impressed with any of them up to now.
They let you add a docx that is customisable to my own spec.
My quotes havd 6 pages after the inital cost which includes terms and also cooling off period stuff (legally requiured)
ALthough Xero does not do time management softwaer I find it works for me jost now, would I switch over to a software package that links to Xero and manages jobs etc- maybe
I know a heating engineer that used powered now (which I tried) and he found that once the first year is up the price hiked up quite a bit
So Xero and Outlook does it for me.
We also use dropbox for the photos (my son does not want to use One drive photo sync as he has his own photos he does not want to sync - I shudder to think)
So it all just about works.