I need to keep fairly detailed client notes for my business, and up until recently, I had been relying on Daylite. While Daylite can most certainly be a powerful business tool, it was way overkill for my needs. I was satisfied using MobileMe/iCal and Things for keeping track of my events and tasks, so I had a hard time justifying Daylite when I was using it strictly for client notes. So what do I use now? It’s a cocktail of Byword (a simple text editor) and TextExpander (which should be on every Mac). Rather than tell you how this works, let me show you. (Oh, and the grey screen goes away, I promise!)
Ready to take this a step further? For my consulting business, I sell something called the Five-Pack, which is a discounted rate of five hours of training. Well, keeping track of how much a client has used can be a bit tricky. What I’ve started using is Soulver, which describes itself as a simple text based calculator. The next video will show I use it together with TextExpander.
I am an Apple Certified Support Professional with over a decade of experience supporting families, schools, and businesses. Tech has always captured my imagination, but it's not my only passion. I'm an ordained Anglican minister; Aeropress is a daily ritual of mine; I've driven across Mongolia; and I'm the father of three girls. I hope to provide for you a balanced and realistic perspective into the practicality of technology.