View Full Version : Office Organization

01-10-2011, 04:16 PM
How is your office organized? Do you create a new folder for each customer? Bundle them all together by month?

We are doing service agreements for each one of our customers and trying to pin down a good system for keeping the information organized.

Was considering a folder per customer.. also thinking of a service agreement section by alphabet maybe?

01-10-2011, 06:59 PM
All of our customer information is stored in Quickbooks Pro and so are pending estimates. We file signed contracts in alphabetical order and the same for signed estimate. You need to purchase some kind of accounting software if your not using one at this time.