[pianotech] Client Management Software Recommendations

[Paul McCloud]

Hi, Terry:
	I have Filemaker Pro 11.  I've got my database filled in with customer
info.  The program is easy to learn.  You can make any fields you want, and
search or sort any way you can think of.  You can view your data in a
number of ways in different formats, and it has a nice layout feature.  You
can make "tabs" to view different screens with more information.  I'm sure
I've not touched all of the features, but as a database program it works
very well.  As far as the "portability", I'm not sure, but you could
probably email the files back and forth, or use a thumb drive.  
	Alternatively, you could use a web based system.   Then you could use
anything that can get on the Web.  Go to:  http://www.pianoscheduler.com. 
I've not tried it.
	Hope this helps.
	Paul McCloud
	San Diego
	


> [Original Message]
> From: Terry Farrell <mfarrel2 at tampabay.rr.com>
> To: <pianotech at ptg.org>
> Date: 10/03/2010 2:05:42 PM
> Subject: [pianotech] Client Management Software Recommendations
>
> Hi Folks. Looks like another round of software for client management  
> questions.
>
> I've recently initiated arrangements with a woman to do most of the  
> administrative tasks associated with my piano service business. I've  
> been using PTBiz for more than ten years now. However, as it is not  
> being upgraded or supported any more, relying on it for anything in  
> the future is precarious at best.
>
> So what's the latest and greatest? Basically, I'm looking for the  
> functionality of PTBiz (I like that silly little program!), with  
> something that can be synced among two or three remote computers  
> (mine, hers, and a field computer). I would prefer something for a   
> MAC, but can possibly work with a PC.
>
> Talking with a few computer-savvy friends and digging on the web, it  
> looks to me like File Maker Pro 11 might be the way to go. Anyone  
> using it?
>
> Thanks!
>
> Terry Farrell