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Office Organization

Discussion in 'Business Operations' started by jlouki01, Jan 10, 2011.

  1. jlouki01

    jlouki01 LawnSite Senior Member
    Posts: 453

    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?
  2. lawnpro724

    lawnpro724 LawnSite Silver Member
    Posts: 2,201

    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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