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Old 01-07-2013, 05:45 PM
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RSK Property Maintenance RSK Property Maintenance is online now
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Location: Manchester,CT
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Estimate notebook?

What do you guys write down your addresses and appointments in? since I've been driving i've just been using small notebooks works great, and the notebook gets torn up after about 4 years or use. I just bought a nice leather bound one at staples yesterday which should work equally as well and be organized. I also use a notebook to keep track of my accounts and who is paid and not paid, but in november I adopted landscapebilling.com per goldpro's suggestion and I love it. but i needed something more organized for my to write down voicemail's and addresses for estimates. pictures would be great too.







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Old 01-07-2013, 05:53 PM
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kandalawncaremgr kandalawncaremgr is offline
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Location: Romeoville, IL
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Hey have you experienced any problems with landscapebillng. Im having nothing but issues. And there customer service. Ha they never respond back
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Old 01-08-2013, 02:59 AM
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RSK Property Maintenance RSK Property Maintenance is online now
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Quote:
Originally Posted by kandalawncaremgr View Post
Hey have you experienced any problems with landscapebillng. Im having nothing but issues. And there customer service. Ha they never respond back
No issues yet.
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Old 01-08-2013, 05:40 AM
rbljack rbljack is offline
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hey guys...i tried using the iphone 4s calender to track things, but it wasnt a powerful enough app.

I found one called errands, and it allow more details, reoccuring appointments etc..and it has the capablitly to postpone, etc. You can break tasks down for home, work, lawn care, etc.

Just wanted to share what I used last year. I cant remember if it was free or not, but ive been happy with it so far.

I still keep a notebook though to track everything as jobs get done. mileage, amount, time, payment, etc....all goes into the notebook, then gets transfeered to an excel spreadsheet.
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Old 01-07-2013, 08:40 PM
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cpllawncare cpllawncare is offline
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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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Old 01-07-2013, 10:45 PM
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zechstoker zechstoker is offline
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Join Date: Feb 2012
Location: Modesto, CA
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I keep a customer list (names, numbers, addresses) in my phone that's updated with new accounts once a month. It gets updated on the computer at the office, and then emails it as a PDF to all technicians/crew members. As for stuff on paper, I have a list printed off the computer once a month that shows the balances for all lawn accounts.

If I need to write notes and customer info down while I'm in the truck, I have a calender book for that. It's one of the ones that shows time slots (per hour) for each day. If I don't use that, I just use the memo pad app on my phone.
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Old 01-07-2013, 10:56 PM
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alldayrj alldayrj is offline
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Location: Long island, NY
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I use legal pads on one of those metal clipboards. I had to condition myself that paper is cheap and i write the full name number address etc job measurements info, diagram. Then draw a bold line separating the next estimate. I use reminders in my iphone a lot and i also keep a full size planner for scheduled estimates and recording guys hours. This way its clear to anyone who reads it even though i write in chicken scratch.
Keep in mind i don't do maintenance
I'll try and get pics tomorrow.
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Old 01-07-2013, 11:32 PM
Steiner Steiner is online now
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Location: Central NY
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My system

I use these pre-made pages for each job. I just keep them in the contractor clipboard, when a estimate rolls in I have this system:

1. Put down basic info, address ect. of call. Fill in schedule to meet on paper. Plug into iphone calendar with alert.

2. Go to estimate, fill in entire sheet while talking to customer. Put into binder of all estimates after scanning into PDF and put into dropbox so it is available to my phone, laptop, etc.

3. If i get the job I then I create a customer data file in evernote with the date, times and work done along with what I charged. I then place the estimate PDF file in the evernote file and I am done.

The beauty of the system is my evernote system. I can type into my phone the customers name and instantly get all the information I ever needed about them. I use my ipad in the field with cell connection to constantly update customer files. I feel like I have the best of both worlds with the paper and then the scanning.

-Chris
Attached Images
File Type: pdf ESTIMATE Landscaping.pdf (66.4 KB, 136 views)
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Old 01-10-2013, 05:34 PM
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LandFakers LandFakers is offline
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Quote:
Originally Posted by Steiner View Post
I use these pre-made pages for each job. I just keep them in the contractor clipboard, when a estimate rolls in I have this system:

1. Put down basic info, address ect. of call. Fill in schedule to meet on paper. Plug into iphone calendar with alert.

2. Go to estimate, fill in entire sheet while talking to customer. Put into binder of all estimates after scanning into PDF and put into dropbox so it is available to my phone, laptop, etc.

3. If i get the job I then I create a customer data file in evernote with the date, times and work done along with what I charged. I then place the estimate PDF file in the evernote file and I am done.

The beauty of the system is my evernote system. I can type into my phone the customers name and instantly get all the information I ever needed about them. I use my ipad in the field with cell connection to constantly update customer files. I feel like I have the best of both worlds with the paper and then the scanning.

-Chris
How do people make PDFs like that? What program?
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Old 01-10-2013, 05:43 PM
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cpllawncare cpllawncare is offline
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Join Date: Apr 2011
Location: Greenville, SC
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I really want to go to a paperless system as much as possible anyway
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