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Customer info sheets

Discussion in 'Starting a Lawn Care Business' started by ChadsLawn, Jun 29, 2006.

  1. ChadsLawn

    ChadsLawn LawnSite Bronze Member
    Messages: 1,110

    Just wandering if anyone uses them.. Heres mine free to use..Feel free to edit or add anything you want.

    Attached Files:

  2. Runner

    Runner LawnSite Fanatic
    Messages: 13,497

    I don't understand. Where are these used? Are they given to the customer initially? Are they kept in a file? (This info is also on their accounting page in the software). It is still appreciated that you share, though. That is considerate of you.
  3. Freddy_Kruger

    Freddy_Kruger LawnSite Bronze Member
    Messages: 1,064

    Paper is so passe'

    PMLAWN LawnSite Gold Member
    Messages: 3,534

    Not much info on that-- I track all my customer info and property info in ACT. It is a great contact management program. Even the best one is still less than $500 dollars and will do so much to help your business.
    A good tape program to listen to is Harvey Mackey, swim The Sharks Without Being Eaten Alive. and what he tracks about customers. Sales is a great thing to learn
  5. ChadsLawn

    ChadsLawn LawnSite Bronze Member
    Messages: 1,110

    I use it to bring back home and enter into my laptop. Then I file it in my safe. That way if something happens to my laptop all my info is still there.. I also back up my program onto a external HD and put that in my safe..
  6. Freddy_Kruger

    Freddy_Kruger LawnSite Bronze Member
    Messages: 1,064

    I started putting back ups on a flash card, very handy. and small.
  7. One of Three

    One of Three LawnSite Member
    Messages: 40

    Yeah...I didn't think there was much info on that one. I've attached a .pdf of ours. We use it to give to all of our customers and get extra info from them (note the special requests/items in yard section). I find it most helpful for giving one time or occassional customers a comfortable chance to be placed on a regular schedule. I can get a .doc format up if anyone would like it...I just don't have it on me. Hope this helps.

    Attached Files:

  8. just4me

    just4me LawnSite Member
    from NH
    Messages: 10

    Hey the form you have is great & professional looking nice job
  9. Freddy_Kruger

    Freddy_Kruger LawnSite Bronze Member
    Messages: 1,064

    "Thank you for giving us the chance to show our superiority" ROFL.
  10. cahermit

    cahermit LawnSite Member
    Messages: 66

    I have one in the works right now, but I'm using Excel to do it, and I can only post a jpg of it, so it can't really be edited. I made it with the intention of being able to collect unknown info from some clients that I took over from my friend. He recently moved out of the area and so I took his route over, so it turns out he doesn t really have any info on these people other than service address, service and quoted rate. No phone nbrs, names, billing addresses, anything :hammerhead: ... So to collect that data and have a hard copy of cust info, I made this sheet. Hopefully it might even help me avoid having some sprinklers come up in the middle of a mowing :cry: .

    Customer Data Sheet Master Blank.jpg

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