I own a service business. Why did work orders feature get left out when When you switch to the online version. QB won’t fix so I am leaving.
I am one of I’m sure thousands of service businesses that is using Quickbooks. I have been using QuickBooks for 18 years for my small business unfortunately I made the switch from Desktop to Online in 2021, big mistake. Quickbooks left out the work order feature in the online version and if I would have known that I would have never switched. Service businesses use work orders to assign work to their work crews working in the field so that their crews will have the scope of work, job site location and the customer contact information on the work order to do their assigned work from. It has been a complete nightmare trying to verbally communicate this information to my field work crews since 2021. it doesn’t exist in the online version. I have been complaining about this since I switched in 2021 and Quickbooks will not make the fix. The correct order is as follows, create an estimate then email to customer, customer views the estimate then approves the estimate, then the status of the estimate changes to approved, Then the work needs to take place and the estimate needs to be converted to a works order to be issued to the work crews to perform the work, after the work is complete then the work order/ estimate gets converted to an invoice and emailed to the customer for payment. I hope this is clear and detailed enough. This is my last effort to get QB the make the fix. I have had enough so I’m looking to go elsewhere .