customer database

[firewoodman]

does anyone use a computer to store their customers detail andwork carried out, price, time etc

 

i want to set one up but not good at this sort of thing.

 

any help??

[Dean Lofthouse]

does anyone use a computer to store their customers detail andwork carried out, price, time etc

 

i want to set one up but not good at this sort of thing.

 

any help??

 

I do but not on the computor, I have a book which is a pain to thumb through to see what you charged for the same trimming job last year or two years ago. Comes in really handy so you don't misquote and get the comment, " But you only charged me...."

[benedmonds]

Every quote gets added to outlook. I can then search for them and job details just cut and paste into the notes box. I used to put reminders to ping up at me for late payers and tpo's etc but don't bother anymore.

[Tom D]

I use the sage accounting package, all that information is stored on there as part of the invoicing. I dont use it much though.

[RPA]

I use the sage accounting package, all that information is stored on there as part of the invoicing. I dont use it much though.

 

Same thing with quickbooks

[Log-ologist]

Be careful of keeping electronic data on clients. due to the Data Protection Act

 

http://en.wikipedia.org/wiki/Data_Protection_Act

[bob]

Name Address Telephone Date Description Hrs Job price my share Other Cost Comments

 

 

 

i have spread sheets with these headings can tell you every job for last 5 years which comes in handy especially repeat work as how much did i charge someone to prune apple trees 3 years ago

the sheets are all password protected

[TheTreeWiseMen]

Take a look at 'Arborsoftworx'.