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Old 01-07-2013, 08:40 PM
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cpllawncare cpllawncare is offline
LawnSite Silver Member
Join Date: Apr 2011
Location: Greenville, SC
Posts: 2,659
I have one notepad for that I keep all the customer info on, it has the lead source, the date and time it came in, name address and contact info, I get this info as soon as the customer calls it's the very first thing I ask. Next I have a day timer that all appts get put in, that's all I really need until the initial meeting, at which I have a cutomer notes notebook, I write down all pertinent info they give me while doing the walkthrough. If they sign up I have a professionaly printed service agreement they sign, one copy goes to them and I keep a copy. Shake hands, say thank you and start collecting money LOL kinda.
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