Register free!

The Green Industry's Resource Center



Reply
 
Thread Tools   Display Modes
  #1  
Old 01-10-2011, 04:16 PM
jlouki01's Avatar
jlouki01 jlouki01 is offline
LawnSite Senior Member
 
Join Date: Jul 2006
Location: Liberty Twp. Ohio
Posts: 453
Office Organization

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?
__________________
www.abovethehedgellc.com
Reply With Quote
  #2  
Old 01-10-2011, 06:59 PM
lawnpro724's Avatar
lawnpro724 lawnpro724 is offline
LawnSite Silver Member
 
Join Date: Aug 2006
Location: Effingham,IL
Posts: 2,202
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.
Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump





Powered by vBulletin® Version 3.8.6
Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.
Copyright ©1998 - 2012, LawnSite.comô - Moose River Media
All times are GMT -4. The time now is 04:01 AM.

Page generated in 0.06087 seconds with 9 queries