Keeping Track...

Discussion in 'Business Operations' started by Matt Hermann, Feb 3, 2011.

  1. Matt Hermann

    Matt Hermann LawnSite Member
    Posts: 213

    How do you guys keep track of your clients?

    Do you have a word document?

    Loosleaf paper?


    I'm just starting to get into the landscaping buisness, and as it grows, i want to keep good track of my accounts. Was just wondering what way you thought was the best way..

  2. wvaughn7

    wvaughn7 LawnSite Member
    Posts: 219

    Most guys use some sort of software, but until you grow a little bit I would just use an excel spreadsheet. Thats what I am doing right now and you can keep name address phone and whatever else you want.
  3. booboy

    booboy LawnSite Member
    Posts: 74

    Iphone is what you really need. I have all customer info on it. I even do all my invoicing on it with the invoice to go app. When im done a one time job i send the invoice right to them that instant. It has made things so much easier.
  4. Matt Hermann

    Matt Hermann LawnSite Member
    Posts: 213

    so what happens when your iphone crashes? I have all my info on my itouch, but just want a backup just incase
  5. xclusive

    xclusive LawnSite Bronze Member
    Posts: 1,052

    I use Quickbooks Premier but I believe you can download quickbooks simple start for free and it allows you to track about 20 clients.
  6. lyndont

    lyndont LawnSite Member
    Posts: 149

    Blackberry is good I can take payment with visa and it goes right to my paypal
    Posted via Mobile Device
  7. ShooterK2

    ShooterK2 LawnSite Senior Member
    Posts: 816

    I know I'm in the minority, and I know you'll get a lot of different answers and opinions on this subject, but I use a notebook. To me, it's the least time consuming, easiest way to keep track. Not to mention MUCH cheaper than a laptop and software. Not that I'm against software, but I am just old fashioned, works. Man has been using pen and paper for a LOOOONG time.

    Here is what I like about the way I do it: I can keep my notebook in the truck during the day. If a customer happens to be home when I'm servicing that property, and wants to catch up on payments, pay ahead, etc, all I have to do is grab my notebook and see how much is owed, and then write down how much they pay. Simple. Then, at night, I can take my notebook inside and use it to catch up on the day's work. At billing time, I just get out the notebook, and make out bills. I can take it in at a restaurant at lunch time, and work on things while I'm waiting for my food. You get the picture.

    Computers, phones, etc. all work, and have neat features. But they are also all suseptable to failure. Your computer can crash, your phone can fail, etc. A notebook could get lost or stolen, but so can anything else.

    Yes, I'm a simple guy....
  8. mowerbrad

    mowerbrad LawnSite Fanatic
    Posts: 6,273

    All of my customer information is saved in Quickbooks on my computer. I carry a clip-board with a spread sheet on it in my truck, then when I finish mowing a customer's property I can write down the date I was there and what/if anything extra was done. Then at the end of the month all that information gets transferred to quickbooks for billing. This also gives me both electronic and paper copies of all info I will need.

    It may not be the best way to do everything but it works.
  9. kilgoja

    kilgoja LawnSite Senior Member
    Posts: 944

    that's weird my post was deleted...oh well i guess i can't help you then..goodluck lol
  10. watsmi57

    watsmi57 LawnSite Senior Member
    Posts: 329

    i have a notebook planner/calendar. write it all down... at least the schedule for clients.

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