Announcement

Collapse
No announcement yet.

Keeping track

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • Keeping track

    How does everyone keep track of all there customers? i have all mine written down but im starting to feel like there is an easier way.

  • #2
    Look at this


    On the computer, I have several spreadsheets.

    Monday clients
    Tuesday clients
    Wednesday clients
    Thursday clients
    Friday clients
    SPRING clients
    FALL clients
    WINTER clients

    Each spreadsheet has columns for information;

    Client Name
    Phone Number
    Email
    Segment
    Street
    City
    Zip/Postal Code
    Monthly Quote (how much I charge monthly)
    Monthly Quote Tax Included (what I charge with tax)
    May (I put the amount they paid for the month)
    June (I put the amount they paid for the month)
    July (I put the amount they paid for the month)
    August (I put the amount they paid for the month)
    September (I put the amount they paid for the month)
    October (I put the amount they paid for the month)

    -

    In the truck, I have a binder. The binder has tabs;
    Mon, Tue, Wed, Thu, Fri.

    The first page of each tab is the entire list of properties I will be servicing on that date;


    Each client will have a sheet like this, for more detailed info;


    At the end of the day, I take the sheets and add any new information to the computer spreadsheets.
    Attached Files
    Last edited by CHEESE2009; 04-24-2012, 09:02 PM.

    Comment

    Working...
    X