Pianotech

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Client Management

  • 1.  Client Management

    Registered Piano Technician
    Posted 09-17-2017 00:15
    Hello all,

    Im looking for a way to improve my client management process, specifically into getting or building a database.

    I was originally going to use Microsoft Access, but that is currently not compatible with iPad, which is what I want to use to store the database. The idea is that I can bring the iPad into an appointment, enter and edit client info on the spot, and not have to spend extra time in the afternoon or evening, or on Saturday, to do all of that, as with my previous paper system.

    What system(s) have you used in the past, and what do you use now? And what systems would you recommend for someone in my situation? Of course, I'll have to decide for myself what will work for me and what won't, but it will be very helpful to have a starting point from which to jump.

    Thanks in advance,

    ------------------------------
    Benjamin Sanchez
    Professional Piano Services
    (805)315-8050
    www.professional-piano-services.com
    BenPianoPro@comcast.net
    ------------------------------


  • 2.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 00:43
    Look at Gazelle. Everything in one place.
    Database? Check. Reminder system, any way you want it? Check. Online, check from anywhere, enter data from anywhere? Check. Customer self-scheduling? Check.
    Piano report with recommended services emailed to customer? Check. Soon to be integrated with Quickbooks? Check. Smart scheduling with Google Maps groups clients in one area? Check. Cloud based? Yup, no backups unless you want to.

    Need I say more? Ok, yeah, it will cost about $80/mo. if you have a lot of clients. Smart scheduling is an added feature. If that's a lot for you, well, how much is a perfect system worth if you have to reinvent the wheel?

    I tried to use Filemaker, spent many hours trying to understand how to use it, cobbled something together. Worked sort of, and I wasn't able to make it work very well. I don't like calling on the phone. Creating your own database, or buying into someone elses', is iffy. I can remember some of those that got sunsetted because the tech got tired of supporting it, and trying to get your old database into the new one is a chore and cost $$$. Not that it can't be done, and maybe somebody here has a good solution. Old technology if you ask me.

    Paper file systems do work, but they are tedious and labor intensive. You have somebody to do your calling? Or you do it? Not calling? Mail? Those cards get thrown out with the rest of the junk mail. And you're not going to send them a second or third reminder card are you? Keep track of that stuff? Gazelle email reminders will continue as long as you want until they respond. Easy-peasy. Use their form letter or create your own. Gazelle is more than a database, and it will surcharge your business. And, Tim's a great guy. He'll go out of his way to help you in any way he can.

    Ok, enuf said.
    Best of luck,

    Paul McCloud







    Hello all,

    Im looking for a way to improve my client management process, specifically into getting or building a database.

    I was originally going to use Microsoft Access, but that is currently not compatible with iPad, which is what I want to use to store the database. The idea is that I can bring the iPad into an appointment, enter and edit client info on the spot, and not have to spend extra time in the afternoon or evening, or on Saturday, to do all of that, as with my previous paper system.

    What system(s) have you used in the past, and what do you use now? And what systems would you recommend for someone in my situation? Of course, I'll have to decide for myself what will work for me and what won't, but it will be very helpful to have a starting point from which to jump.

    Thanks in advance,

    ------------------------------
    Benjamin Sanchez
    Professional Piano Services
    (805)315-8050
    www.professional-piano-services.com
    BenPianoPro@comcast.net





  • 3.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 01:27
    I'm a Windows/Android person so what I'm using may not work for you if you are an Apple/iPad person. That said...

    I have been using the following system for about 15 years and it has satisfied all my business needs without having to rely on "The Cloud". 

    For Customer Resource Management, (CRM), I use ACT!. In Act! I maintain all my customer contact information, all my notes on service, and do all my appointment scheduling. With ACT!, I also send out all my customer service reminders via email, as well as customer appointment confirmations. This is all done with templates that take data from the ACT! database, like name, piano, last service, etc., and automatically integrate this into a message addressed to that customer directly. 

    Next, I use CompanionLink Express to sync my ACT! database with Microsoft Office, specifically Outlook, and with my Android phone via a companion to CompanionLink Express called DejaOffice. 

    In the end I have my CRM database, including ALL my customer data, appointment schedule, etc., located in three separate locations and therefore available all the time. Plus, I am not dependent on being in a particular carriers coverage area to access my data from "The Cloud".

    Reminders to me about an upcoming appointment happen automatically in all three applications, and I can access customer data and make appointments in all three platforms and they will automatically sync. 

    Using either Google Maps or Waze I have all the navigation I need. DejaOffice talks to both and all I need to do is a couple of screen taps and I'm mapped and ready to drive. 

    If I wanted to provide customers with the ability to schedule their own appointments, which I don't, I could do so by adding some code to my website, but I have no desire to go there. 

    No matter which way you decide to go there is going to be a sizable learning curve to set it up, transfer all your existing date and get it all to work for you in the way you want. I have enough database programming experience to be able to set up a system like the one I have so that it's doing pretty much exactly what I want, and no more. Plus, since I bought the programs, and none of them are "Cloud" dependent, there is no monthly subscription service fee. No question but that Gazelle is an incredibly well thought out system and apparently very user friendly. It just doesn't work for me.

    ------------------------------
    Geoff Sykes, RPT
    Los Angeles CA
    ------------------------------



  • 4.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 07:53
    Filemaker Pro.  Available for Apple or Windows, will work on your Ipad.  Customizable.

    http://www.filemaker.com/products/whats-new#fm-mobility

    Will Truitt


    ------------------------------
    William Truitt
    Bridgewater NH
    603-744-2277
    ------------------------------



  • 5.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 09:16
    Gazelle, hands down.    www.gazellenetwork.com  

    Gary Bruce
    Registered Piano Technician
    CLICK HERE to schedule your next piano tuning.

    405-285-8324 (store)
    405-413-8863 (cell)
    BruceMusicStore.com

    We would love for you to connect with us!





  • 6.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 13:11
    Yes, I checked out Gazelle. Incredibly good for a high volume tuner. Totally overkill for me.

    Reminders? I send none, because the amount of work coming in without them is as much as I want to do.

    Entry into a mobile device? Well, the flip phone isn't interested, and I think I'm allergic to Android, being basically a fossil at this point. I did buy a tablet awhile back, but I don't use it.

    Back in my early computer days I bought MsWorks, which back then did quite a few neat things. It wasn't that expensive, you only bought it once, and it never phoned home. Every time they revise it, functionality drops off and bugs appear. I learned to build forms in it, made myself a customer database, invoices, and a bunch of tax forms, which I arranged in order, so each one feeds the later ones. I'm still getting good use  from this system, partly (mostly?) by having a business computer which does not socialize. It is strictly a hermit, and doesn't even know what the internet is. It is an old desktop which got emptied when a hard drive failed. It still uses the same old software: Windows ME and Quicken 97. They still work perfectly. I'm a little bit concerned that when the very old HP printer finally gives up I'll have trouble finding one which won't mind taking orders from Windows ME.

    I had the notion of getting into better less obsolete software, and then I discovered that an Msworks database cannot transfer data into anything else. I was put out. So I just kept using the old system, and it still works for me, though I admit it would be pleasant to enter everything while out in the field.

    As for the Cloud, I never understood why, in a world with so many bad actors and so little privacy, anyone would want to send personal data for someone else to keep, to lose, to mine, to get paid for keeping. It's easy enough to have a business computer with NO connectivity, and to save to several thumb drives. Is there a fire in your house? You drop the thumb drive into your pocket and get out.

    ------------------------------
    Susan Kline
    Philomath, Oregon
    ------------------------------



  • 7.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 13:49
    Susan

    I still do pretty much the same thing with the first Windows version of Quattro Pro spreadsheet from 1993. Until about a year ago I was still using QuickBooks Basic from 2006. Worked perfectly well but no longer compatible with newer versions the accountant uses. 😣

    Every time they "upgrade" these things they make changes that require you to re-learn (which takes time) and they are not always better. Then incompatibility...grrrr!

    Keep it simple.

    Pwg

    ------------------------------
    Peter Grey
    Stratham NH
    603-686-2395
    pianodoctor57@gmail.com
    ------------------------------



  • 8.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 15:08
    Everything I do is in the cloud. You would have to hold a gun to my head and I would have to be convinced that it was loaded before I would ever use a standalone local piece of software again..and this includes any Microsoft product. 

    Don't be distracted by the monthly cost of cloud service. The cost of your free time creating something from scratch, doing your own backups, updates and fixes is NOT $0. 

    Also, don't be distracted by Luddites. 


    To answer your specific question, my cloud based system consists of:   Insightly (CRM) Hatchbuck (email marketing), Freshbooks (invoicing). I also use a cloud based bookkeeping (Bench) that made the biggest single improvement in my life by taking the time and stress out of taxes.

    However, Gazelle is very compelling and may still be in my future. 






    ------------------------------
    Eric Johnson [RPT]
    [Eric Johnson Pianos]
    [Westport] [CT]

    203-520-9064
    ------------------------------



  • 9.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 15:36
    If  a Luddite might offer a contrary opinion: MsWorks in the late 90's was dirt cheap and still works and never needs to be renewed and never gets ruined, because I never allow it to "phone home." I still even have the programs on media. The only thing on either computer which I renew is F-Secure anti-virus software, only on the "sociable" computer. I invested the time to build the system and the forms over 20 years ago, and the maintenance to keep the whole thing going is very close to nil. Thumb drives are very cheap. And aside from the virus protection I haven't paid a cent for anything computer related except printer ink and a little bit of copy paper for a long, long time.

    If a natural disaster or some hackers were to take down some web servers, or take out the grid, assuming I could get some power going (I still haven't invested in the solar panels and inverter and a battery pack yet) my files, data, forms, etc. would still be perfectly functional. Any good stiff breeze will blow away a Cloud.

    ------------------------------
    Susan Kline
    Philomath, Oregon
    ------------------------------



  • 10.  RE: Client Management

    Registered Piano Technician
    Posted 09-17-2017 15:20
    Peter, last year I bought the whole Word Perfect Suite, but I haven't taken the time to get into it properly. It seemed to me that it might be a good idea to remake all those forms and stationery, and have them all fresh and fitting with what I'm doing these days. But realistically there are far more important things I need to work on, and the old systems still work pretty well.

    In these discussions of tuning styles and business practices, perhaps it's time to consider that this profession is wildly different for some of us than for others.

    Many of us are up at or near retirement age (though as long as I can manage to work on pianos I will never completely retire.)

    Those who are younger, often in places with a high cost of living, may have dependents. Their income has to be many times what mine is, which also raises their tax burden. Essentially, many people in this country, not just piano tuners, are running as fast as they can to keep from losing ground.

    The physical capacity for high volume work is problematic for many aging piano technicians.

    Younger people, relatively new to the field, of course will work on a growing customer base and getting repeat business. They will figure out how to reach people with social media, websites, and so forth.

    We all are affected by the changes in the world around us (just ask people in Florida and Houston ...) and by the relatively low prices which pianos are selling for -- sometimes people have trouble giving them away! This has a horrible effect on the viability of rebuilding pianos, which I think is a shame. Many of the older ones were superb. I hate to see them discarded and neglected, especially those which came west early enough that their basic structure is still good.

    I think it may be time for the general public to rethink the idea of "a job." Historically, a relatively small portion of the population had "a job" on which their entire livelihood depended, where all their needs were met through buying things and buying all their food (these days often precooked as well), and hiring people to do almost all maintenance for them. For a lot of the first half of the 20th century, even conventional families where the man was the breadwinner had women who gardened, put up food, sewed clothes, knitted, etc. The men fixed things and mended houses and did heavy yard work during the weekends. Sometimes they changed the oil in the car and repaired the car, as well, back when they were simple enough. Heck, I did that in my 30's ... for instance, I found out that when replacing distributor wires that it wasn't enough to get them in the same order on the distributor cap, the first wire had to start at the same place on the cap as before. Well, if you don't get it right -- surprise -- the car won't start. Good old slant six, runs forever or until you lose patience.

    Now, with a large population, outsourced manufacturing, tons of automation, and a lot of financial malfeasance, living simply, doing things for oneself, and working part time at several things might be better than looking for jobs which just aren't there. It might take moving to a place where the equity in one's previous home would pay off a house and lot entirely, and a gimlet focus on paying off debt and avoiding taking on new debt like the plague. Well, piano tuners are resourceful and inventive people who can deal with a tremendous number of unexpected situations so long as an ailing piano is involved. If the strapped financial level of the general public plus increasingly awful natural disasters reduces our workload, we should be better prepared than most to improvise new answers to how our basic needs can be met.

    And it appears that another hurricane may be moving toward the Virgin Islands. Probably not many working pianos in the Virgin Islands right now. <sigh> They probably will pay more attention to walls, windows, a roof, running water, and electricity before they try to replace pianos.

    ------------------------------
    Susan Kline
    Philomath, Oregon
    ------------------------------



  • 11.  RE: Client Management

    Registered Piano Technician
    Posted 09-18-2017 07:53
    Use Gazelle. It is excellent.

    Clients receive email reminders where they can click a link and request an appointment that you confirm.
    Invoices and client history all right there in your device.

    Elizabeth
    .




  • 12.  RE: Client Management

    Registered Piano Technician
    Posted 09-18-2017 08:36
    I would recommend something like Gazelle for your situation.  It is not for me at this point, maybe in the future.  As with anything it depends on your individual situation.  There are technicians who don't need to grow a business and have a system that works quite smoothly without the cloud. 

    If something like Gazelle had been available 30 years ago I would have found a way to make it work for my situation.

    ------------------------------
    Tim Coates
    Sioux Falls SD
    ------------------------------



  • 13.  RE: Client Management

    Registered Piano Technician
    Posted 09-18-2017 14:40
    Thanks for the suggestions everyone! I will definitely check into everything. 

    A few months ago there was an ad in the Journal for PianoCal. I have to look it up this afternoon. Does anyone have experience or know how it works as compared to a similar system, say Gazelle?

    Thanks,

    ------------------------------
    Benjamin Sanchez
    Professional Piano Services
    (805)315-8050
    www.professional-piano-services.com
    BenPianoPro@comcast.net
    ------------------------------



  • 14.  RE: Client Management

    Registered Piano Technician
    Posted 09-18-2017 15:01
    Benjamin,

    It would appear to me that the weight of the applicable answers to your question are in the direction of Gazelle. Remember that you need to spend money to make money. The monthly cost of this kind of service is only a fraction of one tuning fee per month. I believe there are different levels to start at also.

    Pwg

    ------------------------------
    Peter Grey
    Stratham NH
    603-686-2395
    pianodoctor57@gmail.com
    ------------------------------



  • 15.  RE: Client Management

    Registered Piano Technician
    Posted 09-18-2017 18:16
    Even for those closer to retirement, a business that's already digitized might be easier to sell to interested younger techs looking to buy a customer list from a retiree. 

    Gary Bruce
    Registered Piano Technician





  • 16.  RE: Client Management

    Registered Piano Technician
    Posted 09-18-2017 18:51
    I looked over pianocal and it seems promising too. Only obvious difference seemed to be invoicing, but there may be other differences too.

    I'm tempted to try one myself.

    Pwg

    ------------------------------
    Peter Grey
    Stratham NH
    603-686-2395
    pianodoctor57@gmail.com
    ------------------------------



  • 17.  RE: Client Management

    Posted 09-18-2017 19:01
    hi Benjamin,
    i have been using Gazelle for some time now, and i find it to be a great system; very tailored to our work/business.  Also, Tim and his team are very customer oriented and give great customer support. It takes a while to get the parameters set up the way you want the system to work for you, but again, Tim gives great advice once you tell him what you want.
    Peter

    ------------------------------
    Petrus Janssen
    Sharpsburg GA
    678-416-8055
    ------------------------------



  • 18.  RE: Client Management

    Member
    Posted 09-19-2017 08:10
    Ben
    I use Pianocal and have been pleased with it. It is a more basic product then Gazelle and does not have the advanced features. Check to see what you need to make your decision. The price reflects the difference in what is offered. 
    Rex