I have used Zoho in the past with another company. I am trying to switch my new company over and have a couple of questions that will either make or break the deal. I have been searching and searching for answers and cant seem to find exactly what Im looking for.
1.) Can Zoho track customer jobs? We are currently running an old old Arborist software program that lets us add in each clients job. For example, I need to be able to pull up a client and then see a list of previous jobs and then be able to look at each job and see the work we did.
2.) Even with my previous use of Zoho and much research, I am still unclear about the differences between accounts, contacts, vendors, etc. What would be the modules I would use to track:
a. Leads, anyone and everyone who calls requesting a free estimate.
b. Customers/Jobs: Once an estimate is signed, they are a client
c. Generated lists: Best way to explain what Im looking for is to explain what I do with our current software. Once we enter in the work order of completed work there is a section to create a future generated list of followup dates. For example, we complete the job for Joe and then put a date that we should followup for a new estimate. So say I put 06/2014 for the followup date. Each month I run a report on every generated client that is supposed to be contacted. So in 06/2014 I will print up a report which will include each client that is supposed to be contacted that month, and it will show me their contact information, when we were there last and what we did for them.
d. I currently use a custom invoice template in Quickbooks, but don't use Quickbooks to track invoices so I wanted to use Zoho's invoice feature...is there a way to make it look nicely formatted with our logo and such?
Thank you!