--Does anyone use a software product to make notes on daily happenings/work etc. ?
Rita @ Blueline
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Me too. It (Outlook) works well with on-the-road equipment.
Although Tasks and flagging works OK I would really like to have it linked with a visual planner for at least your own work. The Calendar provides some of that but a visual type of bar chart or something along the lines of the calendar where you could also shuffle around tasks including grouped tasks giving priorities and resource availability and then mark task or percentage completion with this updating to the time sheet (Quickbooks in my case)would be nice. I know of no tool that successfully integrates all or most of these functions and gives you a simple graphic interface like we used to have on our manual Planner/Timesheets a decade or two ago.
eTrack goes fairly close but I have stopped using it for this pending their appropriate connection to Quickbooks which is mooted to come around now sometime. In its present form data would have to be entered twice if you still want to use Quickbooks. It does however have its own invoicing system and methods of interrogation so that worthwhile data can be derived from your time. This is not a cheap tool for basic time keeping however it is an overall architectural desktop which you leave open all the time for use in detailed management of all your projects (and resources) and it does that very well.
Ian
---
Ted wrote:
Same here
David K. Sargert suggested Outlook.
We don’t use the Journal but be use it to keep track of plenty of things but we are using it in conjunction with back office on a server. It’s pretty much what everyone uses. The shared calendar is pretty handy. I did even have it save all dbug posts. But yeah the journal can track everything having to with a customer as long as it is Microsoft documents and email. I have a folder system for that. I put everything to do with a customer under one folder with many subfolders.
Outlook is also what most small businesses use like this. Once you get more than 2 people using a computer you just about have to have a file server either that or trust your data with that new Google cloud system which is much cheaper than Dropbox and has killer search features. It sounds pretty cool.
http://www.google.com/enterprise/cloud/
Regards,
David Ramey
Chief Draftsman
Old Virginia Log Homes
http://www.handhewnloghomes.com/
http://www.facebook.com/oldvaloghomes/
--All you need is a basic spread sheet program.--
You can but shouldn’t use spreadsheets for databases as the get very large and slow after a few years. Outlook does too but only after many years and you have all of your email conversations too without having to copy and paste, however, Excel is great for pricing, take off’s, etc. Usually you get both programs anyways. You can always record phone calls which is not too hard.