I use asana.com (it has a fairly decent ios app) for  scheduling
maintenance and keeping track of larger projects. If you have under 15
users I believe it is free (we have 12 techs that use it). I also use a
plugin called instagantt.com to keep track of progress, generate gantt
charts for the higher ups.

On Tue, Dec 20, 2016 at 12:06 PM, Chuck Hogg <[email protected]> wrote:

> It does the PM stuff...it's just a learned method on their system.  I'm
> actually very happy with the initials of this product, it texts the
> customers when the installer/tech is on the way, it tells them who to
> expect with a picture.  They are able to communicate and see where the tech
> is and how long it will take him to get there... While not a billing
> solution/system at all by any means, it has some nice features.
>
> Regards,
> Chuck
>
> On Thu, Dec 15, 2016 at 3:44 PM, Simon Westlake <[email protected]>
> wrote:
>
>> No, I dug into a few of the field management products when I built the
>> scheduling system in Sonar, but I haven't seen this one before. Doesn't
>> look like it would do the project management stuff, but it looks pretty
>> good from the website.
>>
>> On 12/15/2016 2:40 PM, Chuck Hogg wrote:
>>
>> Have you looked at HouseCall Pro?  We're going to deploy it on our next
>> project.
>>
>> Regards,
>> Chuck
>>
>> On Wed, Dec 14, 2016 at 12:45 PM, Simon Westlake <[email protected]>
>> wrote:
>>
>>> The customer can be assigned to tasks, but you have to invite them to
>>> the project. They don't have to 'join' the dapulse team, they just join a
>>> specific project that you have explicitly invited them to. They can provide
>>> most updates via email if you prefer doing it that way, once they are
>>> connected to the project.
>>>
>>>
>>> On 12/14/2016 11:41 AM, Sterling Jacobson wrote:
>>>
>>> I’ve been looking at dapulse and it looks great so that is a good
>>> endorsement.
>>>
>>>
>>>
>>> Some day I’ll have cost justification to move from Plat to Sonar, cause
>>> I really like the look of what you are doing.
>>>
>>>
>>>
>>> The only thing I see as lacking with dapulse is the ability to cue in
>>> the customer attributed to the task without having them join the system.
>>>
>>>
>>>
>>> I didn’t list that feature, but ideally it would allow the customer
>>> access to track progress too, and make a new claim for support.
>>>
>>>
>>>
>>> I had wanted to build my own system/app for this, but why re-invent the
>>> wheel.
>>>
>>>
>>>
>>>
>>>
>>> *From:* Af [mailto:[email protected] <[email protected]>] *On
>>> Behalf Of *Simon Westlake
>>> *Sent:* Wednesday, December 14, 2016 7:58 AM
>>> *To:* [email protected]
>>> *Subject:* Re: [AFMUG] Scheduling/work flow
>>>
>>>
>>>
>>> We went through a number of these to use to track Sonar customer
>>> onboarding, and after trying a bunch, the one we settled on is
>>> www.dapulse.com
>>>
>>> I don't know if it'd fit your needs precisely, but it does handle well
>>> setting up projects, assigning responsible parties, and two things that
>>> made it work well for us is that it's simple to create additional columns
>>> you want to track (that can be a date, text field, etc), and custom
>>> statuses for each of those columns, as well as involving outside parties in
>>> individual projects if needed.
>>>
>>> It's reasonably cheap, we've been happy with it so far.
>>>
>>> On 12/14/2016 4:37 AM, Paul Stewart wrote:
>>>
>>> Those are collaboration tools though … slack/teams etc ….
>>>
>>>
>>>
>>> I really like Atlassian stuff in general (minus the fact that it runs 
>>> Tomcat/Java under the hood) …. JIRA Core can do that kind of stuff for 
>>> example (workflow automation)
>>>
>>>
>>>
>>>
>>>
>>> On Dec 14, 2016, at 12:57 AM, Stefan Englhardt <[email protected]> 
>>> <[email protected]> wrote:
>>>
>>>
>>>
>>> Microsoft has announced Teams which will be part of office365.
>>>
>>>
>>>
>>> -------- Ursprüngliche Nachricht --------
>>>
>>> Von: Sean Heskett <[email protected]> <[email protected]>
>>>
>>> Datum: 14.12.16 06:26 (GMT+01:00)
>>>
>>> An: [email protected]
>>>
>>> Betreff: Re: [AFMUG] Scheduling/work flow
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> Simon Westlake
>>>
>>> Email: [email protected]
>>>
>>> Phone: (702) 447-1247
>>>
>>> ---------------------------
>>>
>>> Sonar Software Inc
>>>
>>> The future of ISP billing and OSS
>>>
>>> https://sonar.software
>>>
>>>
>>> --
>>> Simon Westlake
>>> Email: [email protected]
>>> Phone: (702) 447-1247
>>> ---------------------------
>>> Sonar Software Inc
>>> The future of ISP billing and OSShttps://sonar.software
>>>
>>>
>>
>> --
>> Simon Westlake
>> Email: [email protected]
>> Phone: (702) 447-1247
>> ---------------------------
>> Sonar Software Inc
>> The future of ISP billing and OSShttps://sonar.software
>>
>>
>

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