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Project Manager with Estimates and Invoices

Created by Justin Lapier

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About

This application allows you to prepare Estimates for customers, then turn them into projects and once a project is complete you can then Invoice, and Receive Payments against those invoices.

Categories

Tags

Information you can track in this app

  • Customers
  • Activities
  • Estimates
  • Line Items
  • Projects
  • Tasks
  • Invoices
  • Invoice Additions
  • Receive Payments
  • Documents

Images & documents

Author

http://quickbase.intuit.com/
justin_lapier@intuit.com

  • Quickbase user since 2010
  • Apps created 20+
  • Apps shared 27

I am a Product Specialist & trained Six Sigma Black Belt with the Quickbase team. My role consists of meeting with clients to help define the proper workflow, and train them to customize Quickbase applications to fit their processes and needs.

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

Project Manager with Estimates and Invoices is rated 2.0 out of 5 by 1.
Rated 2 out of 5 by from Too Complicated First joining up I figured it was a collection of "apps". I had no idea there were tables and fields that are custom put together (like an MS Access app) to build these.(i.e. I had no idea of the back-end side). Once I figure this out, I had no idea how the controls where linked with fields, and tables, etc., so had no idea, without trial and error, what was what, nor (even after searching help) the relationship between controls, fields, tables, forms, etc., nor how to modify the form fields, html, etc. On top of this, there's no *clear* way to move the data between this and Quickbooks Online, so I gave up. I have no time to "hunt" for this basic info that should be easily found inline with the system. The "canned" apps never do it all well, and usually need customizing, and having issues with it will only hurt the products success.
Date published: 2016-04-13
  • 2016-12-03T09:05CST
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  • loc_en_US, sid_1734, PRD, sort_relevancy
  • clientName_quickbase
Project Manager with Estimates and Invoices

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

Not what you're looking for?
View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

Author
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