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#1 (permalink)   09-09-2010 Virtually Yours DC New Member Company name: Virtually Yours DC   Join Date: Sep 2010 Location: Washington DC Metro Area Posts: 35 Looking for Software... that can help me keep track of basic customer info as well as date customer was serviced and what was done on the job. I want to also be able to pull this info up by customer name in case he has to go back out and service the customer again. I would like for him to be able to see a report of what he did before My client is a HVAC-R technician __________________ NeKola Permenter - Virtually Yours DC "Working Hard So You Don't Have To"

#2 (permalink)   09-10-2010 leedrozak Resident Member Company name: My Office Assistant Small Business Practical Times: Web Security: Password Protection My latest Twitter: This is a great weekend to support #SBW2012. I wi...   Join Date: Aug 2008 Location: Western Pennsylvania Posts: 2,263 Blog Entries: 13 Re: Looking for Software... Most CRM programs will do this for you. There are many out there from free to fee based. I am sure there are many threads here about different programs as well. __________________ Lee Drozak My Office Assistant

#3 (permalink)   09-10-2010 Off~Site Secretary Contributing Member Off~Site Secretary News: Why the Panda Won?t Eat the Grass My latest Twitter: How to Use Twitter for Link Building and Social Si...   Join Date: May 2010 Location: Wisconsin Posts: 162 Blog Entries: 7 Re: Looking for Software... One option that would also include tracking time would be Paymo.biz. It is a time tracking and online invoicing tool that can be used online or on your desktop. You set up the clients and assign projects to them.... __________________ Melissa Rahko www.offsitesecretary.com

#4 (permalink)   09-10-2010 Virtually Yours DC New Member Company name: Virtually Yours DC   Join Date: Sep 2010 Location: Washington DC Metro Area Posts: 35 Re: Looking for Software... Thanks...I will check search for CRM programs __________________ NeKola Permenter - Virtually Yours DC "Working Hard So You Don't Have To"

#5 (permalink)   09-10-2010 Virtually Yours DC New Member Company name: Virtually Yours DC   Join Date: Sep 2010 Location: Washington DC Metro Area Posts: 35 Re: Looking for Software... So with one of these CRM programs, will I be able to 1. Add my client 2. Add his client under him 3. Bill his clients __________________ NeKola Permenter - Virtually Yours DC "Working Hard So You Don't Have To"

#6 (permalink)   09-11-2010 martsgirl Contributing Member Company name: Steady Virtual Assistant My latest Twitter: Attempting to restrain your impulses is exhausting...   Join Date: Aug 2009 Location: Manila, Philippines Posts: 109 Re: Looking for Software... Try checking Zoho. They have a CRM and an invoice app that's integrated.

#7 (permalink)   09-11-2010 Business-Bytes Resident Member Company name: SunRise Virtual Solutions My latest Twitter: Get your free Facebook iframe fan page template ht...   Join Date: Jun 2009 Location: Iowa Posts: 1,043 Blog Entries: 1 Re: Looking for Software... Originally Posted by Virtually Yours DC So with one of these CRM programs, will I be able to 1. Add my client 2. Add his client under him 3. Bill his clients The first thing I thought of was an accounting program. I use PeachTree Accounting and can do this (can also use the timer feature if needed). #1 would be company, #2 would be his client, #3 would be invoices sent to clients. There are a myriad of reports that can be generated or customized. The second thing I thought of was using MS Access and a database with custom reports. Not sure I helped, but thought I'd toss these out there. __________________ Jules, SunRise Virtual Solutions - WordPress Customization & XHTML/CSS Web Sites