Customer Database

[Greg Newell]

Al,

                I sure would love more details on how you do all of this.

 

Greg Newell

Greg's Piano Forté

www.gregspianoforte.com

216-226-3791 (office)

216-470-8634 (mobile)

 

From: pianotech-bounces at ptg.org [mailto:pianotech-bounces at ptg.org] On Behalf
Of AlliedPianoCraft
Sent: Saturday, April 12, 2008 10:19 AM
To: Pianotech List
Subject: Re: Customer Database

 

Michelle, I have been using Outlook for all my customer information. I set
up a date when the piano should be tuned again and it reminds me when the
date comes up. Each time I tune the piano I put in the new due date. It also
keeps all my tuning records, quotes, temp & humidity etc. All this
information syncs with my PDA. You can use it to send your email also. It
also has a great lookup feature. Last week a customer calls using a
different name. (Her granddaughter had called originally.) She said she
wanted to go ahead with the work I had quoted her. I couldn't find the
record, but she gave me her address. I did a lookup with the street and her
record came right up. Works great for me. I keep all my income information
in Quickbooks.

 

Al Guecia

----- Original Message ----- 

From: Michelle Smith <mailto:michelle at smithpianoservice.com>  

To: 'Pianotech List' <mailto:pianotech at ptg.org>  

Sent: Saturday, April 12, 2008 9:01 AM

Subject: Customer Database

 

Hi guys.  I’ve been talking to my brother-in-law (who is a programmer) about
creating a customer database for my business.  It would of course have all
the usual fields concerning customer information, piano information and date
the piano was last tuned.  The thing I’m really wanting that I haven’t seen
in other software programs is for it to send me reminders based on when the
piano was last tuned instead of when it should have been tuned.  For
example, I have a customer set up for reminders every 6 months.  If they
wait a couple of months to have their piano tuned, I want the program to
automatically shift future reminders based on their most recent tuning date.


 

In addition to this, we’re working on a feature that would automatically
send e-mail reminders to customers.  

 

This information would hopefully be transferrable to a spreadsheet on my
PocketPC then I could also conceivably enter the info at the customer’s home
and then sync it with the main database when I get home.  

 

Has anyone seen a piece of software like this?  I don’t want to reinvent the
wheel.  

 

Michelle Smith

Smith Piano Service

Bastrop, Texas

 

 

 

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