Posted by Becca_FL on 5/18/04 6:09pm
Msg #2114

Notary Tracker v. Signing Tracker or other program(s)

I like to be organized however, I like to keep things simple (KISS). I would like to hear from anyone who has used either of the above metioned programs or has created a system that works in a speadsheet form. I know what I want but do not have the time nor the patience to create my own spreadsheet.

Reply by Grayce on 5/18/04 6:16pm
Msg #2115

Where can I preview these?

Reply by Becca_FL on 5/18/04 6:25pm
Msg #2117

notarytracker.com & signingtracker.com

Reply by MyWay on 5/20/04 1:21am
Msg #2155

I use a clipboard and a grid in my car. Company name is first in each row across on the right is the job amount. When I bill the amount is highlighted yellow. When they pay the company name is highlighted green and write their check number next to it to track each job(in case they try to miss one). Those that are late stand out as not being highlighted. So when I am driving between appointments I can call them. Plus, I think about them a lot between appointments. This forces me to stay on top of them.

Reply by Lisa on 5/20/04 11:23am
Msg #2157

For some reason I had tons of trouble with Signing Tracker. I liked the software, but the trouble I had was I could never get it backed up properly so that I could use the backup if necessary--it wouldn't open in the program. It wasn't worth it to me to continue using if I couldn't get a reliable back up out of it. I chalked it up to a $50 learning curve.....

Reply by Lisa on 5/20/04 11:26am
Msg #2158

I meant to mention that i now use an Excel spreadsheet that works great (for me!). I am VERY detailed and organized (try to be anyways) so it was important that I can back up and manipulate my data. I created it with the ability to sort my data many ways, and it spins off another spreadsheet that is strictly outstanding receivables info.