Customer Work Log?

Discussion in 'Business Operations' started by PamlicoLawnCare, Nov 9, 2018.

  1. PamlicoLawnCare

    PamlicoLawnCare LawnSite Member
    Messages: 81

    I’ve been using individual “customer activity sheets” in a 3 ring binder for writing and recording any work or transactions for a customer. I also use a spiral-bound planner with calendar for scheduling. I’ve been doing this for 10 years.

    Was wondering if guys continue to write/record customer activities and use hard-copy calendars when also using business software?

    Thank You,

    Rod
     
  2. grassmonkey0311

    grassmonkey0311 LawnSite Gold Member
    Messages: 3,378

    No, it's too much paperwork to handle. Technology has taken the place of any notebook I had.
     
  3. South Hills Lawns

    South Hills Lawns LawnSite Member
    Messages: 26

    Can you show me an example of how you do it on paper?

    I'm looking into yard book but im afraid of them selling/leaking mine and my customers info.
     
    zlandman likes this.
  4. Doc8406

    Doc8406 LawnSite Senior Member
    Messages: 736

    A lot of this "digital" stuff i am not familiar with, things like Excel and such. Having been a "servant" of the people working for the state and now i am off to this "new adventure", i would like to know what i can use on my IPad Mini 2 to keep track of clients, schedules and routing. i have all winter to learn all of this. i want be proficient when spring comes.
     
    TrainingWheels likes this.
  5. Bunton Guy

    Bunton Guy LawnSite Silver Member
    Messages: 2,185

    managemart.com when you have your customers listed in your schedule, upon completion of a job you can add comments in the comment section of what services you did that day. It's cloud based so you can access it from your computer at home or on your cell phone on the road.
     
    Doc8406 and TrainingWheels like this.
  6. Doc8406

    Doc8406 LawnSite Senior Member
    Messages: 736

    thanks.. i will look at it

    Do you feel that this is better than Yardbook? Just seen this mentioned in a thread..
     
  7. Bunton Guy

    Bunton Guy LawnSite Silver Member
    Messages: 2,185

    I have signed up for yardbook and never really used it. Just added some clients into yardbook and played around.
     
    Doc8406 likes this.
  8. Doc8406

    Doc8406 LawnSite Senior Member
    Messages: 736

    thanks, maybe someone will eventually chime in..
     
  9. South Hills Lawns

    South Hills Lawns LawnSite Member
    Messages: 26

    Yardbook is excellent, i'm just afraid of they being able to steal mine and my customers information to sell...
     
    zlandman likes this.
  10. BigJlittleC

    BigJlittleC LawnSite Gold Member
    from Chicago
    Messages: 3,608

    Outside of name and address what is there to steal?
     

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