100% Web-Based - Nothing To Download Or Install!
We're looking for Beta Users. Help us perfect our software and you can use it FREE - for life! Contact us and we'll set you up!
DoodleBug is so simple to use that the fastest way to learn it is to try it! Here are a few things to help you out.
DoodleBug will track:
- Your customer's information, including name, address, contact information, and the status of each customer. The status is a feature that will help you organize your customers into categories - like, "New Customer-Needs Estimate" or "Job Completed-Needs Invoicing".
- Notes you'd like to keep for each customer. All notes are date and time-stamped to help you stay organized.
- Your to-do list. This is basically your "organizer". You can add things to this list that apply to a customer - like, "Call this customer on Thursday", or you can use the 'general' category to help you organize the rest of your life - like, "Pay the electric bill". You can then view your entire to-do list, your customer-specific to-do list, or your 'general' to-do list. It's really easy.
Here are a few points to get you started:
- The box in the top left corner is your main list of functions. Start from there.
- Any text in Blue is a link - you can click on it to bring up more information.
- Any text in Green is a heading.
- Any text in White is data.
Any entries or changes you would like to make for an existing customer are simple:
- Click "Work With An Existing Customer". Then enter one field you'd like to use for your search.
- Once the list of search results appears in the top right corner, click on the customer you would like to work with and watch the screen in the middle of the page.
- When the customer's info appears, choose from the menu items below it to make changes or enter new data.
That's it - simple as that!