I have been using sugar for quite sometime, and I like it. The problem for me is that its bigger than I need and not as big as I need.
I'm running a service business, I have wrok orders, custoemers and time to track. Then I have some standard rates. I track them now in Sugar using added on fields in my sugar screens. It works fine to an extent. I use the email system to send out quotes, that works fine. But I have a problem with billing. Instead of generaritng a billing and let me review it... i have to go to cases and add them up, then go to email to make a bill. Usually I am going to word and then back and forth.
at the end of each month, I go to notes to make a note on what the balances are .. what a pain this is.
I have tried other things, like freshbooks, dotproject, sidejob track, and others. For one reason or another they can't be customized or are not suitable.
It's all very simple, I need to be able to generate a work order, assign out cases to staff, have them track their time, keep a customer list, and bill the client for the time we spent working on their cases. I want the billing to be done via html email. I'd love it if my customer could interface and make their own workorder, but okay maybe I'm asking too much.
The other tasks are simple, are they not?
I've heard talk that sugar is not built for this....
What software do I need? If not sugar than what.?


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