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Dec

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Everything posted by Dec

  1. Dec

    Dec

  2. Rereading your last post, I am realizing that maybe you want a system that scans the invoices directly into QB and pulls the info from the invoice and enters it into QB for you? If that is the case, you should ignore everything I wrote previously. I have no idea how to do something like that.
  3. If you use something like scan snap you will be able to label/name each scanned file you create. Any information you want to be searchable can go right in the name and then you will be able to pick it up using whatever you used to name it. You just want to make sure that they are all being saved to the same location, so that you know where to look for them. For Example: I scan all our invoices as we pay them. I scan them all at once, and then name them with the company name, the date and 'bills'. So last week's file was named 'bills 3/5/18 polsinello comcast fastenall oreilly bfcp'. I can pull up this file by searching for any single word/date in the filename. If I searched for bfcp, it would pull up all the bills with bfcp in the filename and I could then figure out which one I needed based on the date. I am also surprised at how much they actually let me put in the filename. You could really put a lot of searchable info in there. I hope that clarifies a little.
  4. I'm going to agree with the scan snap people. I have been using it for almost seven years and it is still going strong. We just have everything save to our computer (backed up to the cloud). The files are so small that it really isn't a problem. Each year I go into the scanned folder and delete anything over 5 years old. I figure that we have our shop management system that keeps all digital copies of the ROs forever, and if we would have needed anything from the scanned copy, it would have been within those 5 years. The most important thing we figured out with the scanning took us a while to realize. Scanning does take up a LOT of time if you are doing it all at once. It used to be a real drain on our time. But then we started scanning as soon as we checked the customer out. We check them out, scan the RO with any associated parts invoices, label them with the customer name and RO #, then stick the hard copy in the shred pile. It takes no time whatsoever and we are always caught up! Every now and then we get a rush on customers and the ROs pile up for a few minutes, but scanning 5-10 ROs takes no more than 5 minutes at the most.
  5. I just took a class from Jeremy O'neal that addressed this exact issue. Rather than raising your shop supplies fee, you can add it as another, separate fee on any diagnostic line. Label it 'additional resource fee'. I haven't started this yet, but he says that he hasn't had a single customer question it. I imagine that if you have clear a detailed explanation of the testing a diagnostic process you went through to figure an issue out, they won't think twice about 'additional resources' needed.


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