I carry a 3 ring binder with my accounts. Have the sheet sectioned off for days of the week and I put a check mark for each time I plow. If I plow more then once in a day then it gets marked again. Hope this makes sense.
I only track my comericals, time in, conditions at time of plow, vehicles parked in the way, type of service provided at that visit. I list it all on the invoice for each visit just incase there was a problem, the customer knows when I was there and just what I did.
we use service reports, fill them, out at each vist, we set up a drop point and drop them off, if its a real busy snow, were drop them off after words or mail them out.
If they want to sign off on them, we add a fee to the service.
In this day in age with all the law suits you have to keep accurate logs i have a metal clip board in every one of my trucks. i have summer pictures of all the lots notes on sprinkler heads curbs etc. Every time one of my trucks is on the job they enter the time they arrived and the time they left. I run a separate plowing and shoveling crew so they each fill out there separate sheets. When it comes time to billing i don't have to remember did we plow that gas station 2 timed or 3 times and when the customer calls and asks why i plowed 3 times in one day i can look back at my records and tell them there was 3 inches the first time and 4 inches the next 2.
Yes the paper work takes extra time but when it come time to figure out bills or take care of a dispute you cant go wrong. If you want a copy of my logs e-mail me and i will send you a copy
I e-mail you a copy of one that i an currently working on just figure out the info that you think you will need from your crew and print something up you really don't need anything to fancy
when i get there i write the place and the time....then i finish up, drive to the next place and put time out....then i write the next place on the next like and write the time in which will be the same as time out...so on and so on
On the log has all the address info and contact info for each customer.
Then Date/Time-in/Time-out/Air temp/Accumulation/Current Precip Conditions/Plow(Y-N) Walks(Y-N) Salt/Amount Salt.
I dont want to post it cuz I actually got it from someone else but a good log is simple to make and imprtant to keep.
I e-mail you a copy of one that i an currently working on just figure out the info that you think you will need from your crew and print something up you really don't need anything to fancy
I use a seperate log for each client. Address, name of client, date, time in and time out. I do thiese logs on a month to month basis. At the end of the season I sit down with each client so that we can see times I plowed and what they paid me. This gives the client a per time plow and then if its to low we can make the adjustments without to much trouble. Also it shows the customer exactly what hes getting. The drivers also know how there doing when we talley the time out. This also shows me whpos sluffing and whos not. When my trucks are out I am also out and I do run spot checks on the drivers to make sure they are where there suppose to be and whether they are actually doing the job like its suppose to be done. I am sending you a copy of what I use. Hope this helps
Steve wasillasnowplowing.com
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