[pianotech] Database for Piano Business

John Formsma formsma at gmail.com
Tue Mar 3 07:00:08 PST 2009


On Tue, Mar 3, 2009 at 8:06 AM, David Love <davidlovepianos at comcast.net>wrote:

> Access is a database program but Outlook has a "contacts" section that
> provides a number of different fields (and you can customize it as well)
> into which you can input and organize customer or "contact" information.
> It's evolved into something quite a bit more powerful than just an email
> program.
>


I keep hearing some of you talk about Outlook (and Time & Chaos). I haven't
used either, or tried to use either, for that matter.

I understand, and can even visualize how customer data would be managed
fairly well by Outlook.

My concern about the programs of that type has always been how to do
invoicing, and automatically link the invoices to the proper customer.  And
as an extension of that, how to manage late payments, no payments, monthly
income, yearly income, etc.

Also, it would seem, from this distance at least, that you would need to
enter at least some data twice when you do an invoice. Seems like extra work
-- or am I missing something regarding the invoicing?

I certainly don't claim to be anything (except maybe lousy) when it comes to
bookwork. . Short of hiring a secretary (which I've considered), PTBiz seems
to fit most of my needs as a database program.  I wish complete data export
were possible, so I could migrate to another program. But the thought of
having to do all that makes me shudder. :-(


-- 
JF
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