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View Poll Results: How do you keep track of inspection appointments?
A paper solution (wall calendar, book, etc) 40 61.54%
A spreadsheet (Excel, etc) 1 1.54%
Calendar software (Outlook, Sunbird, etc) 16 24.62%
Online calendar (Google calendar, Zoho, etc) 2 3.08%
Custom application (Part of reporting software, scheduling service for inspectors, etc) 0 0%
Other 6 9.23%
Voters: 65. You may not vote on this poll

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  #1  
Old 1/29/08, 5:19 PM
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Chris Morrell Chris Morrell is offline
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Default How do you keep track of appointments?

I'm just curious how most of you guys keep track of appointments? Do you have a paper calendar? Use excel? Outlook? Google calendar?

Cheers,
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  #2  
Old 1/29/08, 5:25 PM
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Michael Larson Michael Larson is offline
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Default Re: How do you keep track of appointments?

Outlook for me Chris

Added: I also have a phone/PDA when I'm on the road that syncs with my desktop when I get home.

Last edited by mlarson; 1/29/08 at 6:01 PM..
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  #3  
Old 1/29/08, 5:33 PM
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David C. Macy David C. Macy is offline
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Default Re: How do you keep track of appointments?

I use a desktop calendar from office max.

I also keep a journal/calendar in my car so I can check if someone calls and I am away from my office.
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  #4  
Old 1/29/08, 5:34 PM
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tdietrich1 tdietrich1 is offline
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Default Re: How do you keep track of appointments?

I use palm desktop, even if I didn't have a palm device, I would still use it.

tom
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  #5  
Old 1/29/08, 5:36 PM
jbettencourt jbettencourt is offline
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Default Re: How do you keep track of appointments?

I use a regular day planner, but also put appointments on my Ipaq that has my inspection software on it. That way I have 2 copies.
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  #6  
Old 1/29/08, 5:51 PM
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mnahrgang mnahrgang is offline
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Default Re: How do you keep track of appointments?

Google calendar for the office, and Day Minder for on the road.

I especially like the Google calendar, because it can be shared with other Google calendar users all over. They don't have to have access to your comp.



Mark Nahrgang
www.DaytonSpringfieldHomeInspector.com
www.HeyMark.info

Home Inspections for Springfield, Dayton, and surrounding OH areas.
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  #7  
Old 1/29/08, 5:59 PM
Bruce M. Graham Bruce M. Graham is offline
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Default Re: How do you keep track of appointments?

I have used ACT, for well over 10 years, great program and flexible as well.



http://www.nachi.org/forum/image.php?type=sigpic&userid=6376&dateline=1330979  258
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Last edited by bgraham; 1/29/08 at 6:09 PM..
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  #8  
Old 1/29/08, 6:24 PM
sspradling sspradling is offline
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Default Re: How do you keep track of appointments?

Old school-date book. Sometimes I take an appointment on a small notebook I keep in my pocket, if I'm in an attic. Answer your phone. Don't rely on people leaving a message.
Stu
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  #9  
Old 1/29/08, 7:03 PM
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Default Re: How do you keep track of appointments?

Appointment Book, Calender and Outlook
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  #10  
Old 1/29/08, 7:25 PM
Blaine Wiley Blaine Wiley is offline
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Default Re: How do you keep track of appointments?

Calendar.



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  #11  
Old 1/29/08, 7:54 PM
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Default Re: How do you keep track of appointments?

Day Planner

Used to use a Treo but dropped it too many times. Used to use Outlook, but was not very disciplined. So now I strictly use a day planner that stays in the office and in the truck with me.
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  #12  
Old 1/29/08, 8:58 PM
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cduphily cduphily is offline
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Default Re: How do you keep track of appointments?

Quote:
Originally Posted by bdoles2
Day Planner

Used to use a Treo but dropped it too many times. Used to use Outlook, but was not very disciplined. So now I strictly use a day planner that stays in the office and in the truck with me.
That's why I'm purchasing a "man purse"
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  #13  
Old 1/29/08, 8:58 PM
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Doug Edwards Doug Edwards is offline
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Default Re: How do you keep track of appointments?

A cheap book style calender from the dollar store that sits on my desk next to the phone and I run schedule sheets for each appointment with all the client information. Those are on a clipboard next to the cheap calender. At the end of the year (after taxes are done) the calender get closed up, tossed into the file box with all that years report files and goes into storage, hopefully never to be seen again.
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  #14  
Old 1/29/08, 9:35 PM
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kweiss kweiss is offline
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Default Re: How do you keep track of appointments?

I currently use Outlook - comp at home and ppc in the field. Recently purchased ACT and am hoping that I can get it to make some of my processes more streamline and reduce some paperwork with it.
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  #15  
Old 1/29/08, 9:54 PM
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Joseph Hagarty, CMI Joseph Hagarty,  CMI is offline
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Default Re: How do you keep track of appointments?

Microsoft Access.

Are you developing a schedule / accounts program?



Joseph P. Hagarty
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