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Is Anyone Paperless Or Cloud-based Yet

 
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Old 01-07-2010, 03:40 PM   #21
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Re: Is Anyone Paperless Or Cloud-based Yet


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Originally Posted by MOTB View Post
while taking a coffee break at a Dunkin Doughnuts.
In Canada it's Tim Horton's (cept me).

I'm headed in this direction. what of having all your computers on a server and that server has an fttp link? I've thought of this, have not followed through yet.

The small computer for the vehicle seems to be an idea. I've switched to G-mail for anywhere accessibility. Goole Docs lacks but Open Office is pretty darn compatible with-in itself and up to Word 2003 (have not tried it with 2007) The spreadsheet is missing a few of my Excel macros on my quote form with is HUGE and is only cloud based. But does take into account all items on a quote.

My Word Templates are still in the process of transition over to Open office so I can't say 100% how compatible it is.
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Old 01-31-2010, 02:18 PM   #22
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Re: Is Anyone Paperless Or Cloud-based Yet


Well, I just upgraded to QB 2010 contractors edition from QB2006 - that was probably the first pleasant upgrade for Intuit product that I've ever done. It's actually nice to upgrade their product and find that by golly, there are new features!

We're also experimenting with a product called ServiceSideKick. I've been given a 30 day money back guarantee on this one, and at this point, I'm 10 days in and really wondering if I want to keep this trial going - the longer I keep it, the more used to it my guys get, and I'm not sure I actually think that the system will work as advertised. It's funny, they're telling me it's been around 16 years, but it seems like something they hashed up over the last 6 months....

Part of the problem is that over the last week and a half we had payroll, the year end transition, my CPA sold to another CPA (so now we have a new accountant), we upgraded & moved computers throughout the office, upgraded QB, and went head first into this ServiceSideKick thing - it's been dramatic around here.

We've been using Gmail, Google Calendar, and Google Voice for a lot of our work, but I'm trying to find ways to tie all the different systems together and keep it a multi-user environment - without breaking the bank or requiring that I go and learn AJAX programming or something similar.
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Old 02-01-2010, 06:59 AM   #23
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Re: Is Anyone Paperless Or Cloud-based Yet


Take a look at CRM products. SugarCRM is a nice place to start.
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Old 02-01-2010, 11:19 AM   #24
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Re: Is Anyone Paperless Or Cloud-based Yet


I switched to Apple last year and in an effort to "Keep It Simple" I've made the business conform to the software on the Mac. I have MobileMe but don't use it for "cloud" backup. I have a 1 TB external drive running on Time Machine for automatic hourly backup.

I email proposals as .pdf and run credit cards online paperless. Most invoicing is from the van with a simple 2-part carbonless invoice. As a residential service business there is very little 30 day invoice/statement paperwork. I still insist on a signed paper contract, so that's about the only paper I keep around (contracts and invoices).

The thing I've worked on this year that probably reduces paper the most is reducing the catalogs I get from vendors. If I get a catalog in the mail I call the vendor and tell them to take my name off the mailing list because I've bookmarked their website and will order by phone or online.
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Old 02-19-2010, 12:03 PM   #25
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Re: Is Anyone Paperless Or Cloud-based Yet


I recently partnered up with my Dad who is very old school in his ways, he still starts jobs for customers without even having a set price or contract...AMAZING! Granted, he only does this with his oldest customers but its still a little bothersome to me. On the flip side, I embrace technology but need a little guidance when it comes to the software created for this industry. All of our contracts are done in word, which I PDF to our customers. I recently purchased QB 2010 for Mac but have no clue how to use it. I would like to hire a consulting company that can help me out with transitioning our business to 2010 but I'm not really sure where to start. Once I get my feet wet and have a basic understanding of the various programs I can take it from there, but its the getting my feet wet part that I am having trouble with. If anyone knows of someone who can help me out it would be greatly appreciated.

Thanks.
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Old 02-21-2010, 10:17 AM   #26
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Re: Is Anyone Paperless Or Cloud-based Yet


i use neatco scanner. works great and gets everything ready for taxes and organizes it all
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Old 02-24-2010, 09:03 AM   #27
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Re: Is Anyone Paperless Or Cloud-based Yet


I have been using a construction cloudware system and paperless for over 3 years with my GC firm. Not only is it good for the planet but it has bought back that accountability that seems to have left the industry. If you would like to know more about what I am using just let me know.
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Old 02-24-2010, 11:25 AM   #28
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Re: Is Anyone Paperless Or Cloud-based Yet


Jeff,

Please let us know what you have going on over there.

I've been working more with the Service Side Kick people, and I'm thinking things will pan out over the next 6 months or so. They've agreed to a reduced subscription rate if I provide feedback (which is something I'm rather good at).
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Old 02-24-2010, 11:47 AM   #29
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Re: Is Anyone Paperless Or Cloud-based Yet


As I read this I'm removing and reinstalling my Adobe Acrobat Pro so I can open quotes. I prefer not to print them out... But it takes time to fix the software (A con in the process). I just met a new granite supplier today and he does not email only fax... there are still a lot of people behind the curve.

Another con is I've seen a Magazine article on HandiCap kitchen from one of my online magazines, and I can't find it, I've been searching through all my subscriptions on line, some have better indexes than others... Things will improve over the years.

I'm watching this thread for ideas to make myself an organized cloud based business.
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Old 02-24-2010, 04:34 PM   #30
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Re: Is Anyone Paperless Or Cloud-based Yet


David
I my business I run everything that I send out of my office in the cloud. All my coordination, collaboration and document sharing for project management. So that means my project emails, prime contract with the owner, my committed costs with the subcontractor and vendors, CO, COR, RFI's, Submittals, Punch list, Meeting Minutes, Photos, all the project documents (including plans, shop drawings, safety manuals, MSDS sheets any type of plan), Daily Logs for my field personnel, Project Schedule, time cards, Billings, Vouchers, insurance certs, pretty much anything that goes out of my office to someone I put in a project specific cloud location with access rights that I control so that everyone in the team has the latest real time information 24/7 with a computer and internet connection. And my favorite part is there is NO SOFTWARE, or in house IT required. You probably can't tell but I really like it. Thanks Jeff
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Old 02-24-2010, 05:32 PM   #31
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Re: Is Anyone Paperless Or Cloud-based Yet


I'm a big fan of using Gmail because I can archive the articles/emails to get them out of my inbox without deleting them, and then I can put the heavy lifting on Google when I do a search. So, when I can't remember what a customer told me a year ago about his well (a lot of my customers take a year or more to turn around) I just type into the "search gmail" box and bang I've got the results. The search feature is about 500% faster this way than using Outlook.

Also handy are labels - that way you can label each conversation as part of that customers project. So, you could go as far as I'd like to say I do, and set up a folder like structure so that my labels read "C/Joe Smith Home Building/River King Lot 1/" and I put all the emails regarding that one project under that label. It helps to be able to dig that stuff up quickly.
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Old 02-24-2010, 05:35 PM   #32
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Re: Is Anyone Paperless Or Cloud-based Yet


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Originally Posted by JeffBLV View Post
In my business I run everything that I send out of my office in the cloud. All my coordination, collaboration and document sharing for project management. And my favorite part is there is NO SOFTWARE, or in house IT required. Jeff
Jeff ... can you elaborate a little on how you are doing this?
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Old 02-24-2010, 05:44 PM   #33
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Re: Is Anyone Paperless Or Cloud-based Yet


Casey
I am using a construction cloudware system, sounds almost to good to be true. I have been using it your 3 years now. Could you imagine working today with out a cell phone? Well that is how I feel about this. Jeff
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Old 02-24-2010, 05:52 PM   #34
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Re: Is Anyone Paperless Or Cloud-based Yet


Quote:
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Casey
I am using a construction cloudware system, sounds almost to good to be true. I have been using it your 3 years now. Could you imagine working today with out a cell phone? Well that is how I feel about this. Jeff
Does this "cloudware system" have a name or is it a secret?
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Old 02-25-2010, 07:53 AM   #35
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Re: Is Anyone Paperless Or Cloud-based Yet


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I am using a construction cloudware system, sounds almost to good to be true. I have been using it your 3 years now. Could you imagine working today with out a cell phone? Well that is how I feel about this. Jeff
Hi Jeff,
Why don't you just go ahead and tell us what package you are pitching since we can tell by what you are saying that you are here for a marketing participation in the forum. 6 Posts without saying the name and ending with "Could you imagine ..." is pure marketing. Perhaps I am wrong this time, but just tell us the package name without asking marketing questions. Thanks,
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Old 02-25-2010, 08:13 AM   #36
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Re: Is Anyone Paperless Or Cloud-based Yet


I agree with the marketing ploy. Either that or Jeff is blowing smoke somewhere.

If you read this it makes you wonder what it could possibly be.

"And my favorite part is there is NO SOFTWARE, or in house IT required"

If the above is true and it is paperless then in my opinion the solution "working in a cloud" has to do with using your own brain to retain all the details of your business. What kinda fun would that be??

When I first read the "cloud" thing I thought it was something that had all your stuff on a web based system out there in the netherworld. But now I am not so sure.

After this flurry Jeff may not be back to explain. But it would be nice if he stood up and explained himself a little (or a lot).

Waiting for more input.

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Old 02-25-2010, 09:22 AM   #37
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Re: Is Anyone Paperless Or Cloud-based Yet


My vote's in there too, Jeff... I don't care for telemarketing, or those phone calls that want to share an opportunity that I can't refuse, but I'm never told what that opportunity is... I know how to make software do what I want, and I am always looking for a better way (working better on site too), but I don't have time for BS.
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Old 02-25-2010, 12:05 PM   #38
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Sorry, I am not trying to keep it a secret. I subscribe through a company call Procore and a reseller that they have Project Technology Solutions. Check it out and let me know.
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Old 02-25-2010, 09:26 PM   #39
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I should just drop this issue but........ just to make a point.

This was removed directly off the website.

"With Procore's Construction Software You Can..."


I rest my case.

Have a good weekend all.

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Old 09-23-2010, 11:33 AM   #40
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Re: Is Anyone Paperless Or Cloud-based Yet


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i use neatco scanner. works great and gets everything ready for taxes and organizes it all
I'm just now checking that out... looks like a good find, thanks!

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