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

56 Comments

Sort By
  • kphasey's avatar
    kphasey
    Cover User
    10 years ago

    I know how to create an invoice using on the go but it would be great if we could also do a quote or if after a phone call from a customer, change a quote to an order then take payment (deposit)

    keith

  • Kym__Yeoward's avatar
    Kym__Yeoward
    Ultimate Partner
    10 years ago

    Currently Customer Quotes and Quotes are not available in On The Go. You might like to ask for sales quotes to be added, in a future update.

  • CloverQ's avatar
    CloverQ
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Thank you for your suggestion Leanne49 

     

    On The Go being a young product, our development team are looking into adding more features in the future. Being able to create quotes would definitely be a quite useful function, I would encourage users who wish to see this function to cast your vote and/or leave your comments.

  • Joshrichardson's avatar
    Joshrichardson
    Cover User
    9 years ago

    I totally agree! I purchased myob on the go monthly subscription for this  sole purpose yet it is usuless for what i need it for!!

    And i get a robot answer in conclusion

  • GCR's avatar
    GCR
    Cover User
    9 years ago

    I also run a service business and not being able to do quotes on the run with On The Go extremely disappointing. If this was added it would make the app very worthwhile and would streamline my business!!

  • Steven_M's avatar
    Steven_M
    Former Staff
    9 years ago

    Hi Joshrichardson


    Thank you for your feedback in regards to this particular idea and voting for it.

    Currently MYOB OnTheGo app has been focused on delivery a service where you can invoice your customers while on the go. This idea has been suggested to expand the features available to allow for MYOB OnTheGo to do quotes. At this stage the idea has been marked as Under Consideration and we are looking into ways in which this can be added to the app. However we are still encouraging user to vote and comment for this particular idea.

  • Steven_M's avatar
    Steven_M
    Former Staff
    9 years ago

    Hi GCR

     

    Thank you for your thoughts in regards to this idea. I have shared your thoughts in regards to this idea with the team.

     

  • WFM's avatar
    WFM
    Cover User
    9 years ago

    Quoting is vital to make this app useful.

    All our jobs are quoted, changed to orders and then converted to invoices.

     

    The only way this can be of any use is if we can look up the register of quotes and orders, so we can convert them when the jobs are finished.

     

    Please make this a priority.  This is the functionality available with other software packages and you really need to keep up with the competition.