all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Notes from local businesses: • Physical therapy company – no current solution, would love something that was simple and cost effective. • Dental company – using Dentricts – quite happy but willing to talk. • Manufacturing company – talked with receptionist and got number – need to call. Left card and questions. • Manufacturing company – briefly spoke with receptionist. Contact was out of office, go back on Monday. • Service and dispatch company – contact gave me a quick tour of their software – likes and dislikes. • Cleaning and restoration company – received info for the need to call and ask for a certain contact. Went back and visited with him, talked lots of job costing. • Hair salon – they just use an appointment book. • Chain retail store – looked at day planners, calendars, desk planners, erasable planners and daily schedulers. -Have reoccurring invoices, expense/receipts and balance sheet items show up as part of the roll call and history assigned to time. Have them show up for the history homepage report. -There is some good balance sheet item information in my small mini notebook. It may be good to go back and review it. -Push vs. pull technology. |