Posted by Rowsy/CA on 12/12/12 3:34pm
Msg #446328

Client Tracking program

I would appreciate knowing what formats my fellow mobile notaries are using to track clients which would include first contact, signing service, client, appt date, pkg sent date, fee due date and paid date. I know I can create this in Excel or Numbers. However, as I began to do this today, it occurred to me that I may be remaking a wheel that is already rolling along very well for someone else who would be willing to share.
Thank you in advance for all ideas offered. A.T.

Reply by MB_AZ on 12/12/12 4:01pm
Msg #446329

Excel works good for me!

Reply by Donna McDaniel on 12/12/12 4:18pm
Msg #446330

Message Deleted

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Reason: Advertising

Reply by Karla/OR on 12/12/12 6:12pm
Msg #446343

I definitely recommend Excel for tracking. It took me a bit to be convinced of that but since doing so, I am very pleased with the results. The best part is that I can quickly glance at it on my computer desktop to see how my Accounts Receivables are doing. I put a whole year on each "Sheet", TOTAL each months earnings, and these and these are my headings:

Date Signed

Signer's Name(s)

R/T Mileage

GNW (with an asterisk) or SS name

Invoice Sent (where applicable)

Gross Amount

State Fees

Paid (YES/NO) (NO in red font and YES in black font)

Collection Calls (if applicable)

Collection Letter (if applicable)

Comments

Hope this is helpful to you in some way. Karla

Reply by anotaryinva on 12/12/12 7:47pm
Msg #446350

Wave accounting works for me, free and easy!

Reply by OR on 12/12/12 8:35pm
Msg #446354

Re: Client Tracking program--Quicken n/m

Reply by Jessica Ward on 12/13/12 12:25am
Msg #446369

I track it all in Quickbooks.

Though for this business, I think quickbooks may be overkill. It works for me because I know my way around it.

Reply by pat/WA on 12/13/12 10:43am
Msg #446399

Send me a pm and I will give you the name of a FANTASTIC program.

Reply by Lauren Sni on 1/14/13 6:57pm
Msg #450412

I use notarygadget.com, it’s an online software that helps me track everything you listed above. The best part for me, is that it will send an appointment reminder to my iphone that I can add to my calendar. Hope that helps!