Jim Martin
Supportive Member
what program does everyone use..........??
customer management
- Thread starter Jim Martin
- Start date
hogjowl
Idiot™
Quick Books first. Your accountant and Tia will love you for it. Service Monster next. Your marketing guru will love you for it.
TomKing
Supportive Member
Service monster for customer management.
Quickbooks is not a customer management program it is a accounting software.
Need a time system? We use Chronotek for hours.
If you need sales software try salesforce.com
Quickbooks is not a customer management program it is a accounting software.
Need a time system? We use Chronotek for hours.
If you need sales software try salesforce.com
clean image
Member
Hello Tom, can you expand on your use of Chronotek as a time clock for your employees.
Why do you use this system over a standard punch in and out time clock in office?
Do you have employees(techs) call in and call out at every job, or just the first and last? From website, this seems how the recording is done.
Why do you use this system over a standard punch in and out time clock in office?
Do you have employees(techs) call in and call out at every job, or just the first and last? From website, this seems how the recording is done.
renegade_cowboy
Member
I have SM now, but just signed up with ServiceMinder and really like it.
renegade_cowboy
Member
Quickbook online has customer management program, but limited.
As has been stated above, I also use Quick Books as my accountancy program.
As an aside, Quick Books (down under) are changing their name, probably doing the same over there.
From their site...........
Reckon Accounts, business and personal finance solutions
Previously known as QuickBooks & Quicken
I also use one of their other programs called Customer Manager.
http://estore.reckon.com.au/74/42/QuickBooks-Customer-Manager-V3/more
Yes, I know, it's an Aussie address, just Google it and find your own over there.
I have been using this for a decade or so to track my customers & suppliers.
I'm happy with it.
PS::: Just saw Brent's post.
I don't run any on-line programs, nor do I run "Cloud" programs.
I still get my discs as required from Quicken.
Due to the many hills and valleys around my town, coupled with poor reception, "Cloud" will not work in many areas.
As an aside, Quick Books (down under) are changing their name, probably doing the same over there.
From their site...........
Reckon Accounts, business and personal finance solutions
Previously known as QuickBooks & Quicken
I also use one of their other programs called Customer Manager.
http://estore.reckon.com.au/74/42/QuickBooks-Customer-Manager-V3/more
Yes, I know, it's an Aussie address, just Google it and find your own over there.
I have been using this for a decade or so to track my customers & suppliers.
I'm happy with it.
PS::: Just saw Brent's post.
I don't run any on-line programs, nor do I run "Cloud" programs.
I still get my discs as required from Quicken.
Due to the many hills and valleys around my town, coupled with poor reception, "Cloud" will not work in many areas.
Last edited by a moderator:
lust1kiddo
Supportive Member
I use service monster and love it. Quickbooks for my pnl of claimable income
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