client info on the pocket pc

[Jonathan Finger]

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Roy:

 

First I have all of my clients listed in Outlook.  This includes name,
address, multiple phone numbers, email, etc.  This also includes one
large blank field, where you can enter any information you want.  I
typically include directions to the persons house, and work history in
this area.  With Outlook it is possible to create custom fields (or so
I've been told. just too lazy to do it) which would allow for more of a
spread sheet feel to the work history.  But I don't really feel the need
for it.  I simply record the work I've done under the appropriate
customer, and save the information.  I can also then use the calendar
function to schedule other appointments, check schedule, etc.  And
because this is all done in Outlook, everything communicates with
everything else just fine.  My PDA also has built in WiFi, which allows
me to utilize numerous internet connections that I find while driving
around (shhhhhh!) or in many customer's homes.  This means that I can
access my desktop  computer if need be, and add any information (or
retrieve any) that I might need to for some odd reason.

 

 

Jonathan Finger RPT

 

 

-----Original Message-----
From: pianotech-bounces@ptg.org [mailto:pianotech-bounces@ptg.org] On
Behalf Of PetersRPT@aol.com
Sent: Sunday, March 30, 2003 10:36 PM
To: pianotech@ptg.org
Subject: Re: client info on the pocket pc

 

List:
I am currently in the same boat as Hazen.  PTBiz on the PC, and using a
Pocket PC.  So far I am just printing out work orders and carrying them
with me.   I  make appointments and notes on the Pocket PC and manually
enter them into PTBiz later.  It's not perfect, but it works.  I
understand you can create reports in PTBiz, export the data into an
Excel file, and then transfer that to Pocket Excel.  I haven't tried it
yet.  The real time saver would be to be able to set appointments in the
field, and not have to re-enter information into the main program later.
It certainly seems that since the Pocket PC has a calender and contact
list built in,  it would make sense to use those and sync with Outlook.
JF, could you describe what you do in a little more detail?    For me
this is going to have to be a gradual transition, unless it is possible
to convert the PTBiz database into another format.  I will look into
some of these other options which have been mentioned.  Thanks all.

Roy Peters
Cincinnati


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