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Keeping Track...

Discussion in 'Introduce Yourself to the Community' started by matt hermann, Feb 3, 2011.

  1. matt hermann

    matt hermann Junior Member
    Messages: 5

    How do you guys keep track of your clients?

    Do you have a word document?

    Loosleaf paper?

    Notebook?

    I'm just starting to get into the landscaping buisness, and as it grows, i want to keep good track of my accounts. Was just wondering what way you thought was the best way..

    Matt
     
  2. gtmustang00

    gtmustang00 Senior Member
    from Berlin
    Messages: 747

    Excel spreadsheets. Eventually when i get bigger i'll use quick books.
     
  3. chs1993

    chs1993 Senior Member
    Messages: 297

    quickbooks and excel
     
  4. hydro_37

    hydro_37 PlowSite Veteran
    from iowa
    Messages: 3,790

    route sheet with name, date and adress.....put a mark when I plow them
     
  5. Mr. Jon

    Mr. Jon Senior Member
    from Jersey
    Messages: 116

    A small digital recorder in the truck while I'm plowing, and Microsoft Excel when I get back to the office.
     
  6. BJH Snow

    BJH Snow Senior Member
    Messages: 142

    Excel at home on the computer and Printout on a clipboard when on the road. Update when I get home.
     
  7. Jaynen

    Jaynen Senior Member
    Messages: 302

    MS Access only way to go.
     
  8. STIHL GUY

    STIHL GUY Senior Member
    from CT
    Messages: 663

    thats exactly what i do. it works well for me
     
  9. justme-

    justme- 2000 Club Member
    Messages: 2,138

    Blizzard Buster snow management database program (like a custom quickbooks) and Excel. I use a spreadsheet of the customers in the truck then update the BB for billing. Looking at doing my own Access database and possibly setting it up mobile in the truck or through a smart phone for next year- I'm terrible about sitting down to enter the billing.
     
  10. nstarkey

    nstarkey Junior Member
    Messages: 5

    Quick books is amazing. If I can figure it out, anyone can. I actually debated on responding to your question because I hate computers that much. During plowing I record on a notebook. What address, time of job completion, amount of snow, full service or drive only. When I get rested up I turn on quick books and email invoices. Quick books keeps all records automatically. Stores all info. Address and everything just pops up when you want it to. Records of who has paid and when is easy to over look without it. Very easy! Worth the 100.00 easy.
    p.s. it took me about 10 minutes to respond. I really suck at computers.
     
  11. pohouse

    pohouse Senior Member
    Messages: 322