Hi everybody,
I've been working on a customersrelations-timetracking-invoice
tiddlywiki.
Initial goal was:
• Make a contact with some (future client) person.
• Write a report about that contact event (a phonecall, mail
etc.) so
I can recall the "moment" when an appointment takes place (a few weeks
later it's hard to remember how the contact was).
• I also want to take personal "note" per client, where I report
knowledge, ideas and other stuff thats important.
• Do timetracking when a job needs to be done (per client).....
And "print" the results to pdf (to send an invoice by mail).
All ending up in a nice "time-line" alike journal for me, saving
administration-time.
I started with a mptw tiddlywiki because of all the tagglytagging
features I wanted to explore. The results atm. are workable for me but
perhaps some more ideas improve this setup to be useful for others.
What it does:
• Create an account (client number is created)...a tiddler where
client info needs to be placed in the table (perhaps a form in
future?)
• Once an account is created a note can be made from within that
tiddler. Just like a newJournalhere only tagged with "note".
• When a client/contact becomes a customer you can create a
"newJob".
• NewJob(here) is basically a newJournal (tagged as bill) and
creates
a tiddler with a almost finished "timetracker" button. (for now you
need to add the ">" to <<timetracker> (eg. <<timetracker>>) to make
the macro work. Press done and start the timer. This way the timesheet
will be connected to the client-number/account.
More important is the print capability (I changed the tiddlywiki
layout so it suits best for me when printed).
Just select a/the Job-timesheet (close others) and check the print
preview.
That is the invoice to be send (apart from the visible timer-button).
(tag it as "paid" instead of "bill" when paid).
What I like is some more calculations like hourly fee and vat on a
Jobsheet (bill)....and of course overall improvements. (remove timer
button from pdf etc.)
Ideas are welcome!
I placed it on tiddlyhoster (for small company's...larger then 1
person....an intranet feature might be useful)
If the demo doesn't show properly: remove cookie "txtTheme" in the
hoster.peermore part in your browser cookies and reload the page.
Check a demo here:
http://hoster.peermore.com/recipes/customers/tiddlers.wiki
Bauwe
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