Estimate queue

Discussion in 'Business Operations' started by Gr8WhiteNorth, Apr 1, 2013.

  1. Gr8WhiteNorth

    Gr8WhiteNorth LawnSite Senior Member
    Posts: 463

    I need a solution for tracking the number of days that pass between when an estimator meets with a client, through to when its delivered. Similar to the way quick books tracks the aging accounts recievable.

    Thanks in advance for any ideas
     
  2. Gr8WhiteNorth

    Gr8WhiteNorth LawnSite Senior Member
    Posts: 463

    I assume there is some program out there I can use. It would be cool if I could get reminders via emails every day I'm over a date span
     
  3. Efficiency

    Efficiency LawnSite Bronze Member
    from zone 6
    Posts: 1,520

    look into a CRM software. Ours has that built in but for design, the software we run isnt for you. When we have any contact with a client, my sales guy and I both input details of the contact into their CRM file and can even schedule a reminder at a future date based on the last input into their file.
     
  4. Gr8WhiteNorth

    Gr8WhiteNorth LawnSite Senior Member
    Posts: 463

    Anyone use salesforce.com?
     
  5. McFarland_Lawn_Care

    McFarland_Lawn_Care LawnSite Bronze Member
    Posts: 1,384

    We use SAP - gives reminders and tracks time against each estimate and shows due dates, when the original call was made, etc.

    Jason
     

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