[pianotech] Service call invoice forms

[Paul McCloud]

I use an old Palm Treo that I have PocketBooks installed.  I print a receipt on a portable printer directly from the Treo.   PocketBooks downloads the info into Quickbooks, so I don't have to re-enter the info.  Kinda complicated, but if you want it digitized from the start, it works.  Palm platform is pretty much dead, so I'm not sure it will help you.  You asked...
In the past I used a large printing outfit NEBS to make receipt books for me.  I used a generic form.  They will put your name and logo, etc. on each sheet.  You can order duplicate or triplicate, whatever, and the price is very reasonable.  I did this for years.  Later I got one of those plastic boxes like you see in yardage stores where the receipt forms come in a long sheet.  You  write on them, then push a pencil in the hole and pull out the forms and tear them off.  You give one to the customer and put the other in the bottom of the box through a slot.  Dated method of doing things nowadays, but it worked.  I don't do a lot of rebuilding, so all I need is a place to make note of my work and the charges.  Nothing fancy.  Check out the NEBS website for details.
Good luck.
Paul McCloud


----- Original Message ----- 
From: Michael Staples 
To: pianotech at ptg.org
Sent: 11/27/2010 1:04:38 PM 
Subject: [pianotech] Service call invoice forms


Would anyone care to share what type of 2+ part paper invoice forms you use for service calls?

Do you use an online vendor, local print shop or do you create your own forms?

What are the important terms of service to include on the form? Do you put them on the back or bottom of the form?

I'd love to avoid duplicate data entry (on the form onsite, then into the computer later) but the advantage of leaving the client a paper copy of the invoice (or quote for future work) seems to trump other methods.  Your method other than paper?

Thanks,

Michael Staples
PTG Associate Member
Lexington, KY
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