A blog in desperate need of a new title
Wednesday, September 03, 2014
Inspired by a service contractor I know, I decided I wanted to be able to quote my services while in the field and have the ability to deliver a quote before I left their office. I designed KwötPad as a web app so it would be available on-the-go using my iPad, but also available on my laptop when I'm in the office. In order to be effective on the iPad, the app needed to accomplish a lot with as little input as possible.Instead of a multi-step process of adding a customer, adding products, and then creating the quote, KwötPad adds customers and products directly from the quote creation step. When creating a quote, begin typing a customer name. If the customer exists, the customer name and address fields auto-complete. If it's a new customer, complete the information and the customer is automatically added to the customer database.
Products work exactly the same. Add a line item to your quote and begin typing a product name. If a matching product exists, the product name and price auto-complete. Otherwise, simply continue entering the product name and price and the product is automatically added to the product list. Product information can also include the cost, which appears on the app for you to see, but never visible to the customer.Of course products and customers can be viewed and modified at anytime, but I've found that I rarely look at either list.Once a quote is approved, it can be turned into an invoice with a single tap. The information on the invoice can be reviewed, and edited if necessary, prior to sending it to the customer. Quotes and invoices can also be duplicated with a single tap, which is great for repeat (or very similar) projects.KwötPad will email the quote or invoice directly from the app, including any personal message that may need included. Any attachments that were added to a quote or invoice are automatically included in the email. The app will create a very nice looking PDF in case a client prefers a printed copy.Inputting payments received is very easy, and KwötPad keeps a complete history of invoices and payments. Plus the app continuously provides a running balance of everything outstanding, broken down by client.Not to sound like Hair Club for Men, but I've been using KwötPad exclusively for two years now. It's a huge time saver over the system I was previously using.More information can be found at kwotpad.com.