Thanks David! I'll be taking a close look at this..... > "So honored that you see me as a source of advice and counsel." Well yeah - duhhhhhh - 'cause you da man! Terry Farrell On Oct 4, 2010, at 3:01 PM, David Andersen wrote: > > On Oct 4, 2010, at 10:40 AM, Terry Farrell wrote: > >> Hi David! Thanks for the response. I've enjoyed my past 10+ years >> with the dinosaur named PTBiz. What I like about it is that I have >> my client database, with three or four clicks I can have an >> appointment scheduled when they call (the appointment will have dat/ >> time, piano, service history, appointment tasks, directions, etc. >> After my appointment, one click turns the appointment on my >> calendar into an invoice (manually add services rendered). And then >> after that I can enter payments, or track past due amounts if they >> didn't pay that day. I can generate reports of how many/who's >> pianos I have serviced over a month or year. I can generate >> accounts receivable reports, etc. I can also generate call lists (a >> list of people who are due for their yearly service call). >> >> From what you are saying about Daylite for Mac coupled with >> QuickBooks, it appears you can do much of what I'm currently doing >> on PTBiz. Can it do everything I've listed? > Yup. >> More? > Yup. It can track all sales/rebuilding projects; all meetings that > may turn into money; through a smart phone, you can one-click not > only the client via voice, email or text, but you can one-click > Googlemaps or what ever GPS app you have and go straight to the job. > With Daylite you can do almost everything with your smart phone that > you can do with your computer. Very handy, very empowering. And > everything is written ONCE. > So honored that you see me as a source of advice and counsel. Thank > you.... > xoxxoDA >
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