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Help with billing.

Discussion in 'Business Fundamentals' started by freddavis, Dec 3, 2008.

  1. freddavis

    freddavis Junior Member
    Messages: 2

    This my second year. I worked hourly for a large mall in north east ohio. Ive done some residential drives. I got my first contract and plowed twice in november. I never had to bill any one. Looking for advise and a copy of a billing sheet. Thanks!
     
  2. dannyslawn

    dannyslawn Senior Member
    Messages: 106

    Buy Quickbooks!!!!!! We've been using it or Quickbooks Pro for 10 years in our landscape and snow removal business. Find a family member or friend that is familer with it to help get you going. With out QB we would have no business!!!!!!
     
  3. ColliganLands

    ColliganLands PlowSite.com Addict
    Messages: 1,854

    i recommend the quick books as well just make sure you have time to figure it all out and get good with it. i bought it a couple weeks ago and im still getting used to it but it organizes everyhting in one place and you just enter the info and it will generate invoices,checks,deposits etc
     
  4. clark lawn

    clark lawn PlowSite.com Addict
    from NE ohio
    Messages: 1,233

    i use quickbook also. were in NE ohio are you weve only plowed twice so your probably in my area.
     
  5. bridge577

    bridge577 Member
    from ohio
    Messages: 30

    Quick books is user friendly and you only need to update every for or five years when your cpa gets new stuff. Most accountants use it makes it easier for your taxes too.
     
  6. Gicon

    Gicon Senior Member
    from MA
    Messages: 989

    Definitly grab Quick Books. Bill after every storm, that way no one forgets, and nothing gets lost.
     
  7. freddavis

    freddavis Junior Member
    Messages: 2

    Thanks for the help i will pick up quick books tomorrow.
     
  8. plownoob

    plownoob Senior Member
    from ny
    Messages: 128

    give a look at ms office accounting. I just started using that while also using quickbooks. Reason I switched was I needed to do assemblies... like package of services. Quickbooks will only do that in $$premiere.
     
  9. cartwrightsbabe

    cartwrightsbabe Junior Member
    Messages: 3

    how to set up



    this is our first year plowing alone outside of a company.
    we have about 30 accounts. some comm. some res.

    im a very organized person. and know if i leave it to the guy doing the work it will be a mess.
    i just need a quick and easy way to keep track of it all, for billing purposes.

    anyone got any ideas?
     
  10. Gicon

    Gicon Senior Member
    from MA
    Messages: 989

    All of my route sheets, I have made in Excel. It has the Name, Address, and Phone # of property to be service, next column is a list of the work to be done, next three columns are all for completion times (for larger storms when we go out more than once)
     
  11. SilkKnitter

    SilkKnitter Junior Member
    from ZONE 5
    Messages: 20

    You can make your own bills and track everthing by hand. Huge pain in the ass but untill you can get a program that YOU can work and deal with on a daily bases it might just be worth it.
     
  12. JDT

    JDT Member
    Messages: 48

    Any Chance you'd be willing to e-mail a copy? I am looking to do something similar? Then again, now that I think of it, you might not want to,unless you can do a blank form? No big deal if you can't. I'm in New Hampshire!
     
  13. JDT

    JDT Member
    Messages: 48

    I use Quickbooks invoice manager right now. Its only for invoices, nothing to do with bank account information and such. I also have quickbooks pro 2007. I tried it once, but never understood it. I am thinking about re installing it and having another go at it beginning in 2009. I will have my mom train me this time, she is used to working with the program! You can get quickbooks invoice manager online or at an office store for under $50.00 I believe. Under $75.00 for sure!
     
  14. SilkKnitter

    SilkKnitter Junior Member
    from ZONE 5
    Messages: 20

    OK, but not everyone is savvy enough to even think about using such a program. We use Gopher for our invoices and such. It is simple and directed to the landscaping/snowplowing industry. It is also good for the 'not so computer smart'
     
  15. JDT

    JDT Member
    Messages: 48

    I understand. I have found with the quickbooks, once I have a new customer, or service established it is very simple to use. For labor charges, I just put in the total amount for the project with materials, that way its simple. For mowing and plowing, I have the rate for each individual customer and just select the rates that corrispond with the customer. I have found it very simple to use the invoice manager alone, now that I have it established. I tried the trial of gopher, and found it to be much harder than quickbooks.
     
  16. SilkKnitter

    SilkKnitter Junior Member
    from ZONE 5
    Messages: 20

    With quick-books, it is harder to fix mistakes. Gopher is much easier for that. And the cool thing is that you can add quick-books to Gopher for added stuffs.
     
  17. JDT

    JDT Member
    Messages: 48

    I guess it comes down to personal prefrence and learning the program to its fullest.