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Thread: Using an iPhone/iPad on-site

  1. #1
    DIY Junior Member Brady_55's Avatar
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    Default Using an iPhone/iPad on-site

    I recently purchased an apple iPad, and I'd like to use it in my contracting business. Particularly, to create and send invoices and estimates would be great (I can save mounds of paper).

    But i've yet to find anything that really fits my needs. Are there any recommendations/reviews on a program that can create and send estimates and invoices on an iPad? Or even an iPhone?

    Brady
    Last edited by Brady_55; 07-31-2012 at 09:40 AM.

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    DIY Junior Member aquadood's Avatar
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    Quote Originally Posted by Brady_55 View Post
    I recently purchased an apple iPad, and I'd like to use it in my contracting business, as it's very portable. Particularly, to create and send invoices and estimates would be great (I can save mounds of paper).

    But i've yet to find anything that really fits my needs. Are there any recommendations/reviews on a program that can create and send estimates and invoices on an iPad? Or even an iPhone?

    Brady
    What are you using right now to keep track of your invoices and estimates? Depending on the software you already use, you want to find something that integrates with that.

  3. #3
    DIY Junior Member Brady_55's Avatar
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    I've just been using an excel sheet that I created to help me calculate my estimates. I then place that info a word invoice template and send to the customer as a .pdf. For invoices I sometimes use the same word template, or I write out through an invoice book that I always have with me. I keep track of all jobs/customers in excel right now. Nothing fancy... but it gets the job done. It's just takes me a lot of time

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    Jack of all trades DonL's Avatar
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    Quote Originally Posted by Brady_55 View Post
    I've just been using an excel sheet that I created to help me calculate my estimates. I then place that info a word invoice template and send to the customer as a .pdf. For invoices I sometimes use the same word template, or I write out through an invoice book that I always have with me. I keep track of all jobs/customers in excel right now. Nothing fancy... but it gets the job done. It's just takes me a lot of time
    You may be wanting to over Complicate things.

    What you are doing now is keeping your data more secure than if you use a Iphone or Ipad.

    I would think that Customers info should be secure, whatever you decide to use.

    Quality work takes time...
    Theory only works perfect in a vacuum.

    Cyber Security Protection for Windows C:\ > WWW.WinForce.Net

  5. #5
    DIY Junior Member aquadood's Avatar
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    Quote Originally Posted by Brady_55 View Post
    I've just been using an excel sheet that I created to help me calculate my estimates. I then place that info a word invoice template and send to the customer as a .pdf. For invoices I sometimes use the same word template, or I write out through an invoice book that I always have with me. I keep track of all jobs/customers in excel right now. Nothing fancy... but it gets the job done. It's just takes me a lot of time
    I actually dont think youll be able to do that on an IPad, thats using 3 different PC programs. Pretty much for the word and excel, I know that quickoffice for ipad works. - http://www.quickoffice.com/

    For more security you may want to look into a dedicated invoice management system that works on mobile and web platforms.

  6. #6

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    I use an Iphone to scan hand written invoices and email them from the job if I need to. Works well and only takes a minute. You snap three pics of the invoice and the program converts that to a PDF document and attaches it to an email for you.

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    Jack of all trades DonL's Avatar
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    Quote Originally Posted by Hackneyplumbing View Post
    I use an Iphone to scan hand written invoices and email them from the job if I need to. Works well and only takes a minute. You snap three pics of the invoice and the program converts that to a PDF document and attaches it to an email for you.
    What software are you using ?

    I am not sure if I would trust OCR using a camera, It must be some good software if it works %100.
    Theory only works perfect in a vacuum.

    Cyber Security Protection for Windows C:\ > WWW.WinForce.Net

  8. #8
    DIY Senior Member BobL43's Avatar
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    Quote Originally Posted by DonL View Post
    What software are you using ?

    I am not sure if I would trust OCR using a camera, It must be some good software if it works %100.
    Don, are you trying to say that not all software is good? Is ANY software good? that is my question.
    I am definitely not a pro plumber, but I am a pro crastinator

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    Jack of all trades DonL's Avatar
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    Quote Originally Posted by BobL43 View Post
    Don, are you trying to say that not all software is good? Is ANY software good? that is my question.
    From the OCR software that I have tested, I am barely impressed.

    Some of the OCR software works with scanners, but a Iphone camera can be a different story.

    If all you need is a picture then a camera is fine.

    Cameras are good for QR codes.

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    Theory only works perfect in a vacuum.

    Cyber Security Protection for Windows C:\ > WWW.WinForce.Net

  10. #10
    DIY Senior Member BobL43's Avatar
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    Quote Originally Posted by DonL View Post
    From the OCR software that I have tested, I am barely impressed.

    Some of the OCR software works with scanners, but a Iphone camera can be a different story.

    If all you need is a picture then a camera is fine.

    Cameras are good for QR codes.

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    Don, I removed my redlaser app from my IPod Touch, so I can't see where that code would take me. You can pm me to tell me; Knowing you, it must be something funny.

    Never mind, I reinstalled the app. your code is a fake "test" All other codes I scanned work fine.
    Last edited by BobL43; 08-02-2012 at 08:18 AM.
    I am definitely not a pro plumber, but I am a pro crastinator

  11. #11
    Jack of all trades DonL's Avatar
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    Quote Originally Posted by BobL43 View Post
    Don, I removed my redlaser app from my IPod Touch, so I can't see where that code would take me. You can pm me to tell me; Knowing you, it must be something funny.

    Never mind, I reinstalled the app. your code is a fake "test" All other codes I scanned work fine.
    I should have known you would scan it. Nice Job. You must have a smart phone.

    It was not fake but it was a test. I was just playing with a App that I put together.

    I guess the test worked.

    Have a Great Day.
    Theory only works perfect in a vacuum.

    Cyber Security Protection for Windows C:\ > WWW.WinForce.Net

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    DIY Junior Member Brady_55's Avatar
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    Quote Originally Posted by aquadood View Post
    I actually dont think youll be able to do that on an IPad, thats using 3 different PC programs. Pretty much for the word and excel, I know that quickoffice for ipad works. - http://www.quickoffice.com/

    For more security you may want to look into a dedicated invoice management system that works on mobile and web platforms.
    Definitely. Some sort of program that could do everything mentioned above in one program would be great. That's based on iPad = even better.

  13. #13
    DIY Senior Member BobL43's Avatar
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    Quote Originally Posted by DonL View Post
    I should have known you would scan it. Nice Job. You must have a smart phone.

    It was not fake but it was a test. I was just playing with a App that I put together.

    I guess the test worked.

    Have a Great Day.
    Don, no I don't have a smart phone. I have an Ipod touch 8GB that my cable company gave me for free for coming back to them from Verizon FIOS. My cell phone is only a Nokia C3 from the AARP cell phone vendor. The C3 is good, but has no "smarts" but it comes in handy when I'm at Home depot and the wife asks me if a plant is an annual or perennial. I can Google it with the C3. The Ipod is WiFi Only. If I can get on a good WiFi hotspot, I can use the Safari browser it has and Google too. I'm a connected senior citizen..

    Wifi is so secure, its like walking down the street nekid. Shields up, location tracking turned off.


    lookit that old nekid geezer listnin to Lady Gaga on his Ipod

    I used this site to check my redlaser app, by the way: http://www.printbusinesscards.com/ma...dards-Test.php

    Last edited by BobL43; 08-02-2012 at 09:55 AM.
    I am definitely not a pro plumber, but I am a pro crastinator

  14. #14

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    Quote Originally Posted by DonL View Post
    What software are you using ?

    I am not sure if I would trust OCR using a camera, It must be some good software if it works %100.
    Yeah you take 3 pics of the document and then you crop the pic and then the app resizes it and packages it in a PDF or Jpeg and hooks it to email for you. real simple and has worked everytime for me. my biggest problem is people dont know their email address.......so I have them email me and then reply to it with their invoice. i compare the emails and they dont match ......LOL

    The app cost .99 cents in the apple app store. Its the best .99 cents I've ever spent.
    Last edited by Hackneyplumbing; 08-02-2012 at 12:21 PM.

  15. #15
    Jack of all trades DonL's Avatar
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    Quote Originally Posted by Hackneyplumbing View Post
    Yeah you take 3 pics of the document and then you crop the pic and then the app resizes it and packages it in a PDF or Jpeg and hooks it to email for you. real simple and has worked everytime for me. my biggest problem is people dont know their email address.......so I have them email me and then reply to it with their invoice. i compare the emails and they dont match ......LOL

    The app cost .99 cents in the apple app store. Its the best .99 cents I've ever spent.

    Did I miss the Name of it ??? The App.

    I guess it just imports the Picture.
    Theory only works perfect in a vacuum.

    Cyber Security Protection for Windows C:\ > WWW.WinForce.Net

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