Leanne49's avatar
Leanne49
Contributing Cover User
10 years ago
Status:
Done

MYOB Invoices (app): Ability to record quotes

Why can't we do quotes through the On The Go App?

 

We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice.

 

Currently (for us) the On The Go app is only good for looking up customer details and nothing else.

 

The app needs to have the option of quoting!

 

I can't even view any quotes or orders already in the system- I can only view invoices, is there any point to that?

 

 "on the go app quotes"

on the Go
quote
Sales
  • alltoohard's avatar
    alltoohard
    Cover User
    8 years ago

    Yes please I agree with this comment on the app being very basic,  Viewing quotes and issuing quotes would be extremely useful.    

     

    Please hurry in getting this feature available.   Oh my I just saw this request was from January 2015  surely we are getting close now over 2 years later at getting this feautre.  You are lagging compared to other companies MYOB!  

     

  • SNG's avatar
    SNG
    Cover User
    8 years ago

    I agree, the ability to access quotes and change them to invoices from the on the go app would be of great assistance. Also it would seem that invoices emailed from the app are generic rather than the custom invoices that are sent from the myob software installed on the computer.

  • AWHA's avatar
    AWHA
    Cover User
    8 years ago

    Only being able to produce invoices using OntheGo is very restrictive for a service driven company.  To make MYOB and the OntheGo app truly versatile it should incorporate the ability to produce Quotes and Orders. Something we would much prefer to see sooner rather than later.

  • JGH_Sparkie's avatar
    JGH_Sparkie
    Cover User
    8 years ago

     I have raised this with Customer Service operators over the past year and their advice is to come here and lodge a comment and suggestion. Come on MYOB just fix this massive shortcoming in the product! Why does it take soooo long for issues to be fixed?!

  • strany's avatar
    strany
    Contributing User
    8 years ago

    I asked for this also over 1 year ago - its a no brainer - come on MYOB !!

  • Fayboyd1946's avatar
    Fayboyd1946
    Cover User
    8 years ago

    I am in the exact place as you. We need to do quotes. Our Job Card is an order until it is complete and is changed to an invoice and sent to the customer. The on the go app is vertually useless to us and I am left trying to find another way of working. Guess it is back to paper job cards until something better is designed.

  • JGH_Sparkie's avatar
    JGH_Sparkie
    Cover User
    8 years ago

    This is a very limiting issue that I have been raising for well over a year but no one is listening! I need to be able to generate a quote on my desktop and be able to view it and convert to an invoice from a mobile device, only then is it really worth anything to me at all as a mobile app!

  • mpedler81's avatar
    mpedler81
    Cover User
    8 years ago

    This definitely needs to happen! How do we vote? To get the ball rolling.

  • BrettA's avatar
    BrettA
    Cover User
    8 years ago

     I also have the same issue, if this dosn't change soon ill have to move across to another software provider that can allow me to quote on the go.  Being also a service industry our quoting process needs to happen quicker than our invoicing process.

  • sjt's avatar
    sjt
    Cover User
    8 years ago

    most buisnesses require to submit a quote to a customer before any works are started, I thought that having an app that does quotes would be far more of a prioriaty then one that only does an invoice, you guys need to make this your number one thing on your list before people start looking at other companys or apps to do it for them (they are out there already)