Re: [AFMUG] Scheduling/work flow

Tue, 20 Dec 2016 09:12:03 -0800

I looked at www.fieldlogix.com quite a bit previously, it does some similar things. Seems like it is the next 'big feature' in scheduling products, and I think it's a good one. 

On 12/20/2016 10:06 AM, Chuck Hogg 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] 
<mailto:[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] <mailto:[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]] *On Behalf Of *Simon
        Westlake
        *Sent:* Wednesday, December 14, 2016 7:58 AM
        *To:* [email protected] <mailto:[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 <http://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]> 
<mailto:[email protected]>  wrote:


                  


                Microsoft has announced Teams which will be part of office365.


                  


                -------- Ursprüngliche Nachricht --------


                Von: Sean Heskett<[email protected]> <mailto:[email protected]>  


                Datum: 14.12.16 06:26 (GMT+01:00)


                An:[email protected] <mailto:[email protected]>  


                Betreff: Re: [AFMUG] Scheduling/work flow


                  

              





        -- 
        Simon Westlake

        Email:[email protected] <mailto:[email protected]>
        Phone:(702) 447-1247 <tel:%28702%29%20447-1247>
        ---------------------------
        Sonar Software Inc
        The future of ISP billing and OSS
        https://sonar.software



        -- 
        Simon Westlake

        Email:[email protected] <mailto:[email protected]>
        Phone:(702) 447-1247 <tel:%28702%29%20447-1247>
        ---------------------------
        Sonar Software Inc
        The future of ISP billing and OSS
        https://sonar.software





    -- 
    Simon Westlake

    Email:[email protected] <mailto:[email protected]>
    Phone:(702) 447-1247 <tel:%28702%29%20447-1247>
    ---------------------------
    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 OSS
https://sonar.software
























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