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March 24, 2005, 12:00am
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Originally Posted By: dvalley This post was automatically imported from our archived forum.
I?m presently in the market for a good software program that?ll keep track of all my HI clients.
I?m presently utilizing Outlook 2003 for my Realtor database and it?s fantastic. But I need completely different software that can compile Names, addresses and prices charged, of my past client’s. Something that?ll total up all my figures and sort out addresses for me.
What software are you all using for your customer database?
--David Valley
MAB Member
http://www.masscertified.com
system
March 24, 2005, 12:00am
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Originally Posted By: mboyett This post was automatically imported from our archived forum.
You might look at
www.act.com/. Act! is like Outlook on steroids, may be what you need maybe not. There’s a free trial available on the website.
–www.capcityinspections.com
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March 24, 2005, 12:00am
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Originally Posted By: dvalley This post was automatically imported from our archived forum.
35 views and 1 response.
I take it the majority of you do not keep records of your Inspections. Ayy?
--David Valley
MAB Member
http://www.masscertified.com
system
March 24, 2005, 12:00am
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Originally Posted By: gjohnson This post was automatically imported from our archived forum.
I used a custom Access database I made myself… Worked really well and since I made it. I could customize it myself.
–
301-591-9895
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March 24, 2005, 12:00am
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Originally Posted By: gbeaumont This post was automatically imported from our archived forum.
Hi Dave,
I am with Gary on this one, I use Access for anything like this, maybe if you are not familiar yourself with the MS Office suite it is worth paying a few bucks to have someone do it for you.
Regards
Gerry
--education@nachi.org
gbeaumont@inspectiondepot.com
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March 24, 2005, 12:00am
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Originally Posted By: gjohnson This post was automatically imported from our archived forum.
Let me dig mine back out. I will get it out and make some changes to it. I will then offer it to any NACHI member that wants a copy
–
301-591-9895
system
March 24, 2005, 12:00am
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Originally Posted By: gjohnson This post was automatically imported from our archived forum.
I will add a menu and some other things to it. To make it easy to navigate
–
301-591-9895
system
March 24, 2005, 12:00am
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Originally Posted By: dvalley This post was automatically imported from our archived forum.
Gary,
I'm definitely interested in a copy. I'm presently entering my data into an Excel file, but there's no format to it right now.
I would greatly appreciate you getting me a copy. I'll send you a check.
Kudos
--David Valley
MAB Member
http://www.masscertified.com
system
March 24, 2005, 12:00am
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Originally Posted By: cseelig This post was automatically imported from our archived forum.
Access or Excel is going to be the best programs for this type of thing. If you need help with any of the programs please let me know.
system
March 24, 2005, 12:00am
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Originally Posted By: gjohnson This post was automatically imported from our archived forum.
Dave,
no check needed. I found the copy I used to use. I am going to make some design changes and I will send you a copy. Give me a day or so.
Thanks
--
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March 24, 2005, 12:00am
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Originally Posted By: gjohnson This post was automatically imported from our archived forum.
Dave,
no check needed. I don't do it for the money. I am glad to give me felow NACHI people a copy. I found the copy I used to use. I am going to make some design changes and I will send you a copy. Give me a day or so.
Thanks
--
system
March 24, 2005, 12:00am
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Originally Posted By: dvalley This post was automatically imported from our archived forum.
Thank you, Gary. Very much appreciated.
–David Valley MAB Member
Massachusetts Certified Home Inspections
http://www.masscertified.com
"Some cause happiness wherever they go; others, whenever they go."
system
March 24, 2005, 12:00am
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Originally Posted By: bsumpter This post was automatically imported from our archived forum.
Gary,
May I have a copy as well?
Thanks in advance!
--
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March 24, 2005, 12:00am
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Originally Posted By: wwarner This post was automatically imported from our archived forum.
I use Excel for this and other business records. It took a while to tweak and figure out how to make reports, but it works for me.
–
It's only Rock 'n Roll.... but I like it!
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March 25, 2005, 12:00am
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Originally Posted By: lkage This post was automatically imported from our archived forum.
Gary,
I would like a copy too.
I will cover any costs you may need.
Thanks
--
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March 25, 2005, 12:00am
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Originally Posted By: lschmid This post was automatically imported from our archived forum.
Gary, I too would like a copy of possible. If there is any cost please let us at least re-pay you. Your help is greatly appreciated.
–www.1stchoicehomeinspection.com
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March 25, 2005, 12:00am
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Originally Posted By: sbyrnes This post was automatically imported from our archived forum.
I use Outlook for mailings, Excel for tracking finances, but always wanted to try Access. I just haven’t found a good site to teach me how. Any one know of a good FREE website for an Access tutorial?
–
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March 25, 2005, 12:00am
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Originally Posted By: kwilliams This post was automatically imported from our archived forum.
Gary, if you send me a copy I
will make a donation to the
NACHI Foundation
–Member - MAB
http://www.nachi.org/convention2006.htm
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March 25, 2005, 12:00am
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Originally Posted By: dvalley This post was automatically imported from our archived forum.
Scott,
I've been reading up on an Access tutorial once Gary had offered the software.
Here's a site I'm utilizing now...
 --David Valley
MAB Member
http://www.masscertified.com
system
March 25, 2005, 12:00am
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Originally Posted By: sbyrnes This post was automatically imported from our archived forum.
thanks dave, I’ll check it out.
–