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Re: Service Software
Hi Toni
Very interested to hear this….i am also a one man band!
I do have a couple of questions though….when you take your bookings do you keep your Palm OS to hand and enter them directly or use the old fashioned (!) paper system first then add the data in after? Secondly, when you’re at a customers’ house do you keep a second paper system (pre-printed receipts) to write out on completion?
I can see the benefits of a calendar and To-Do list etc but I’m most interested because my accountant (old school friend) has got the barefaced cheek to consider retiring next year lol, and i’m considering taking on the full book keeping myself using the inland revenue online system. Now,do you know if its possible to interface this with some accounting software?… if so then the effort will be more than worthwhile for me. 🙂Re: Service Software
Hi Clive
I rarely use any paper to book my calls now ( I do carry a notepad, but I find I hardly use it). When I’m out on the road, calls go straight on the pda. Its easy with the on screen keyboard when you get used to it. When at home in the office I tend to use the desk top PC. All the software can be used on either device. The unit comes with a calender version for the desktop which you synchronise via a cradle for the pda so you dont have to enter twice (it also syncs all the other information). I do write out receipts at the customers house though. I believe you can get a small printer that connects via bluetooth, but I havn’t really looked in to that yet.
As far as accounts software is concerned, I dont use it on my pda but you can get a version of Quicken for small busineses that comes with Palm software that you can fill in the day to day income & expenes etc and then sync them in the office (it can save a lot of time I am told)Toni
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