is there a program out there other than quickbooks to help me track my customers and there required maintenance schedule? it’s time consuming and trying to stay organized with client individual needs.
The Customer Factor
Housecall pro
The former is more heartily endorsed on this forum
Customer Factor is great and it will link up to your quickbooks account.
Nope Lonnie we all use a Roladex and a note pad!
@lonnie on a serious note both @Samuel and @wws mentioned a couple good programs you can use to stay organized.
The customer factor
Three word is all you got for Lonnie! @cactus27 C’Mon Man.!!
yes three words, the three most powerful words in the entire customer relationship management and field software universe. The customer factor
I like your dedication, Ken.
Thanks for the help.
lol i know but had to ask the question. thanks
Thanks, I figured id ask the question. ill look into the program.
Thanks, ill look into it!
Sorry that was a typo. Best= beware jobbers around $60ish/ month.
I’m currently shopping for a CRM that integrates with Responsibid. Jobber has me intrigued. What makes you say they might not stay around?
tcf integrates with responsid and is expanded their integration for scheduling with it.
very inexpensive, very powerful, constantly improving.
Checking them out too. Do they offer the email and text reminders? Our customers love that we offer that.