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Looking to use JotForm for invoicing.Asked by agriturf123 on February 13, 2015 at 02:41 PM
I really like the JotForm platform and am trying to hack my way to using it for my business. Was looking for your insight into how to do it. Essentially our business is a small engine repairs which begins with an intake form. After the intake form, we diagnose the repairs, then send the customer an invoice in pdf format where they can decide if we should perform the work. The workflow would go as such: Fill out intake form, Diagnose, Fill out invoice form, include the intake form information and connect it to the work order, print out one general invoice with all the information. Is there a way I can connect the data from 1 form to another? I have a coding background and could approach this through an API standpoint if you feel this is the best way to do it.
Thanks for your input,
Thank you for contacting us.
From what I gathered so far on your message, the only main requirement remaining that you need is the 'Invoicing' part. Kindly correct if I am wrong in the assumption.
If correct, I recommend starting from integration to Freshbooks
Hope this help. Please contact us anytime for further assistance you need.