Provide Customers Quote for Work

Jeremy West_omqybm

We use ServiceDesk to receive issues from our customers, some of this work is required to be charged out like a fee for service system.

I was wondering if anyone else is in this situation and has figured out a clean solution to providing a customer with a quote for work they can accept to progress the ticket? 

In an ideal world we would have this integrated to Xero for actually generating real quotes but small steps....

Meg Holbrook

Hey Jeremy, 

Welcome to the community!

The only solution I'm aware of for invoicing via JSD cloud is Tempo Connect to Quickbooks

If you're looking for a low-tech/low-cost solution though, here's the best I could come up with at 10pm without coffee:

Create a status for items pending invoicing/approval [Pending Approval]

Create a custom field for something like 'invoice paid' that someone working the desk could fill out with a date when the customer completed a pdf/SOW/etc and returned it via attachment.

Create one transition OUT of that status that can only be completed with a validator step of the invoice being completed. 

 

Workflow goes like this:

Customer submits a request that requires approval

Your team drafts an invoice - sends as an attachment to the customer and moves the issue to the pending approval status

Customer returns the signed/paid invoice and the help desk agent fills in the paid/received custom field and transitions back into your normal workflow.

 

Hope this helped at least get you in the right direction. In the future, if you're looking to trigger invoicing events across multiple platforms, I'd recommend Zapier. This is what I use to listen for triggers in different applications that may not have integrations.