I’d love to hear your experience with services like Notary Gadget, Notary Assist, etc. versus manually tracking your appointments, mileage and invoices submitted and paid. I am using an appointment book for now.
I am in need of a better appointment book but I am contemplating an online service.
All appointments are on my telephone. I have an Excel spreadsheet that tracks everything because I’m not buying extra software on top of all the other necessary software that I use so my calendar is easily viewed on my phone.
I just created an Excel spreadsheet. Very easy if you are comfortable with spreadsheets and you can create it to calculate your travel costs and print costs. You can also download an template to track your office expenses. Makes tax time much easier! Happy to share mine if you want to see how I do it.
I go through my website’s platform for tracking appointment requests while I track expenses on a spreadsheet (I used one mean for small business expense tracking).
There are quite a few services for tracking mileage but I am still doing the research bit on that.
I will definitely take you up on sharing yours with me, thank you!!! gingerwebernotary@outlook.com
I previously used Notaryassit. Now, I subscribe to another service provider, called Closewise. It provides all the record keeping for my orders, income, expenses, marketing, and website. Plus, it complies the tax information that is needed for the IRS. Did I mention it keeps a calendar for my appointments and other benefits.
Regarding Notary Gaget:
I have been using this service now for over a decade.
I tried other systems. (Unfortunately for me) Some apps and services within a year stopped supporting their apps, and then I would lose data.
NOTARY GAGET I can’t live without. The system sycs with your calendar, GPS, Maps, and Google on Chrome. It keeps records specific for each job, parking fees, duration of time, and expenses. It creates bulk pay intake, email invoices (or will create you a pdf), and sends you reminders (if you choose). You can even email clients reminders. There’s endless options you can add or remove based upon your preferences. I keep notes there for repeat clients, track invoices, and past due payments with ease.
I spoke with the developers who didn’t miss anything, and if they did, you can email them and they will add it to the system (I asked to add Vehicle and medical expenses to the expenses reports) it makes Notary-centric records a breeze. The developers will communicate back if you have questions. Not only is this business expenses worth having, but it also simplifies everything. Best system ever!
I’ve heard great things about Notary Gadget as well. I’ve been trying to implement it into my business for the last month but it’s something I definitely have to get used to. Seems like I can just write everything faster than typing it in. I wish it scanned ID info. I also had a ton of my import emails come back undeliverable and customer support wasn’t too much help, though I’ve heard they have great customer service. Not my experience so far.
I did the same thing.
