Job Tracking System Suggestions?

Oct 01, 2006 11 Replies
Job Tracking System Suggestions? open original image

Does anyone here know how companies with several installation crews track their jobs? I have been using a folder for each job but I still have several flaws keeping the system running smoothly.



James B


A giant whiteboard subdivided with colored tape. Then below the board I built job folder bins, the folders stay in the bins as the job progresses, when the job is done the folder moves to the normal file system.

Also use Outlook to keep track of job appts, and up-coming job starts.

I don't know what size company you have but we used Service CEO

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before going to Microsoft Dynamics
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CEO works fine for small companies. Microsoft Dynamics is for the bigger companies. Service CEO is fairly easy to use and looks like Microsoft Outlook. Microsoft Dynamics is a CRM that is broken down into many modules. It has a pretty steep learning curve. I haven't made it all the way up that wall yet.

Thanks for the reply. We currently run 5 trucks Monday-Friday with one on call after hours. I looked at the link for Service CEO and it looks like it will do what we want. How large did you become before needing to upgrade to Microsoft Dynamics?

James

If you have a fairly sharp ASP or CFM programmer you can make your own web apps. without monthy fees. That said, our company uses salesforce.com for app hosting.

I don't know anything about the suggestion you were offered -- except it's from M$oft -- don't they take enough of our dough?

I don't think there was ever a real "need" to upgrade. I think it is more the size of the jobs you take on, the expectations of your IT department (and your customer's) factored against the (big) budget for purchasing the software, doing the training etc. I think there are more than 30 but less than 50 folks working at any given time here now.

Post again with how much it costs, would you please, Mr Barnes It looks like a pain in the ass to find out.

James

That usually means it's expensive.

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If you have to ask, .... :-( js

I was quoted $2500 for 1 workstation, and 1,000 for each additional work station.

James

A tad pricey but not too bad if it does what it says and you need something that big and can't write an app yourself.

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You can find out more here.

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are too many options to be able to simply spit out a price.

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