Recommendations on Customer History Tracking and scheduling? : On-line and off-line solutions

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Recommendations on Customer History Tracking and scheduling?

Asked by shark1998 in Project Management Software, General Business & Productivity Software, Business Management Software

Tags: On-line and off-line solutions

Hello Experts,

Here is my scenario. I have a small computer repair shop with 2 employees and am planning on bringing on a few more technicians. I currently schedule customers that call in via a basic paper calendar in my shop and am finding it difficult to coordinate with technicians that are on the road since at times all of us may be on-site with a customer at different locations.

I am looking for recommendations on a software solutions (hopefully online) that allows me to schedule appointments for individual technicians but still allows us to view the schedule/ calendar in its entirety. Meaning every technicians can look at all appointments on the calendar/ schedule. In addition whenever a new appointment is scheduled the software solution will notify via text message or email that specific technician that a new appointment has been scheduled for them.

Since I have a few technicians appointments may overlap on a specific time.

Lastly, I want to know if anybody has any recommendations on a tracking system for every customers repair history. Ideally, I would like to pull up a customer by name/ address/ or other identifier and see their entire repair history including cost, comments, etc. i.e.:

John Smith
09/12/08 - Motherboard was replaced - $89.99
10/25/09 - Removed Virus from home desktop - $49.99
11/03/09 - Assisted with setting up iPhone with their home wireless network - $39.99

I have one limitation to the solutions. They can not be public such as Google Calendar, etc. We may have PII information and do not wish to publish the information.

Any recommendations are appreciated.

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Recommendations on Customer History Tracking and scheduling?

Asked by shark1998 in Project Management Software, General Business & Productivity Software, Business Management Software

Tags: On-line and off-line solutions

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