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  1. #1
    Join Date
    Mar 2005
    Posts
    65
    I am trying to locate a software package that will allow me to input information that I gathered on a call or PM and save it for future reference. mostly like press's / temp's / hrs on job, notes, materials, etc....

  2. #2
    Join Date
    Apr 2005
    Location
    Tampa, Florida
    Posts
    1,634
    If your company's using ESC (advertised on this website), you could have the secretary/bookkeeper enter that while they're doing the invoices. I know of a few companies down here which use it and do it this way. Then when the dispatch is printed, the tech has all of the prior service call info at hand.

  3. #3
    Join Date
    Mar 2005
    Posts
    65
    I am looking for something along the lines of software for me to reference, not so much for the company itself.

  4. #4
    Join Date
    Dec 2002
    Location
    Tampa, Florida
    Posts
    706

    Post

    when i was working as a sub, i wanted the same thing. i went to my friend mark k. & asked me to lay it out on paper what i wanted. he then wrote a sime "DOS" program that exactly what i need it to do. enter names & addresses of clients, unit numbers, date service and so on... put it on paper and start asking computer guys if they can write a "DOS" program. granted my friend is pretty much a B.A. programmer, he decided on "DOS" as my lap tap was a dinosaur. 2 stipulations- could NOT give it out to anyone and i had to service his house a/c. i got off cheap huh! good luck

  5. #5
    Join Date
    Apr 2004
    Posts
    7,680
    If your just keeping data for your own records. Make up a simple template in Microsoft Access, in fact they have a generic service template that comes with it. If you dont have access make one up in excel.

  6. #6
    Join Date
    Apr 2005
    Location
    Tampa, Florida
    Posts
    1,634
    If you just want something like that, take a look at AskSam. http://www.asksam.com . It's a database program, but unlike the others, it's free-form, so you can create a template as a guide, but each record can be completely different if need be. They have a free trial on there. You can even add all of your .PDF installer's manuals to it and have it automatically search through those.

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