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Old 01-10-2011, 03:16 PM
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jlouki01 jlouki01 is offline
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Join Date: Jul 2006
Location: Liberty Twp. Ohio
Posts: 445
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?
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Old 01-10-2011, 05:59 PM
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lawnpro724 lawnpro724 is offline
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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.
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