blizake7
ArboristSite Lurker
I have a business bank account and just signed up for a basic membership of quick books. Does anyone else use quickbooks? How do you do your scheduling?
Is "Quick Books" a good way to organize your tree business?
- Thread starter blizake7
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Quick books is good for billing but not much more.
Nothing beats a dry erase calendar on the wall for scheduling. It’s nice to step back and see everything laid out. Move things around as necessary.
Nothing beats a dry erase calendar on the wall for scheduling. It’s nice to step back and see everything laid out. Move things around as necessary.
blizake7
ArboristSite Lurker
Good question. I might be a little old school, but I schedule appointments on google calendar. I capture all client information on an intake sheet, then write proposals on a excel based custom format.
Once a proposal is excepted it goes into work flow, and the necessary people and equipment is allotted for each specific day.
How many crews are you managing? Are you looking for a stream lined software to manage your operation? There are plenty of them out there, I’ve just found them lacking in certain areas that I am not willing to compromise on.
Once a proposal is excepted it goes into work flow, and the necessary people and equipment is allotted for each specific day.
How many crews are you managing? Are you looking for a stream lined software to manage your operation? There are plenty of them out there, I’ve just found them lacking in certain areas that I am not willing to compromise on.
blizake7
ArboristSite Lurker
whats an intake sheet?
blizake7
ArboristSite Lurker
I'm only running 1 crew but I'm finding it very difficult to log customers, schedule bids, bid the jobs, schedule the job, then go do the job. On top of it having to calculate taxes and expenses to deduct from income. WTF am I doing lol
Its to the point where I can only actually work like 3-4 days a week when I could be working 4-6 days a week making twice the money.
Its to the point where I can only actually work like 3-4 days a week when I could be working 4-6 days a week making twice the money.
I've used QB to manage several businesses over the years, and also for my personal expenses and accounts. I love it.
Two of the businesses were nursery and it worked well from everything from inventory to billing.
I never used it for scheduling though.
I can look at it and see what's available if you like. I don't use it much any more, but I still have it on my computer.
Two of the businesses were nursery and it worked well from everything from inventory to billing.
I never used it for scheduling though.
I can look at it and see what's available if you like. I don't use it much any more, but I still have it on my computer.
blizake7
ArboristSite Lurker
Have you ever ran a tree removal and trim service?
Here's something else you might find helpful
https://www.ebay.com/itm/255092417301?hash=item3b64b16315:g:RGoAAOSwZoxgV3Ra
I couldn't find it in a google search and this is the only one I saw on ebay.
You should buy it.. It's a very good organizer software.
Here's a screenshot of it:
https://www.ebay.com/itm/255092417301?hash=item3b64b16315:g:RGoAAOSwZoxgV3Ra
I couldn't find it in a google search and this is the only one I saw on ebay.
You should buy it.. It's a very good organizer software.
Here's a screenshot of it:
Sorry, no. I have no experience in that area, just office management.
A piece of paper with all the necessary information is written for the client and job. Name, phone number, email to send the proposal to. I also use check boxes like "location of septic, number of feet of ground protection, wood removal, firewood cut size, phc measurements, ect. I find it is easier to have all of those questions staring me in the face and just tick off the boxes when I'm doing an appointment then having to remember every question.
We've all had appointments where the potential client just goes on and on about this or that, and it's easy to want to get out of there and forget to capture all the necessary information when it comes time to write the proposal.
I used to write proposals on site with a lap top and mobile printer, and should probably get back to that at some point.
blizake7
ArboristSite Lurker
lol now whats PHC?
Plant Health Care.
Insect, disease control, mature tree preservation.
Your avatar displays you (presumably) cutting without a secondary tie in and no hard hat. Hi vis is great to keep motorists safe in the event you cut your bearded self out of the tree on a busy road or whatever, but you really need to think about your own personal safety as well. I'm partially being a smart ass, but I also hate to see a hard working person get hurt. Safety protocol is no joke. Just saying.
Having a platform that can be easily and quickly be implemented and used by any arborist business is essential. You can easily integrate your workflow into the system without any problems. ArboStar does the job nicely, easily, quickly, and is quite affordable for any arborist business. It integrates nicely with financial systems such as QuickBooks too.
Everything in our company is digital. Except scheduling…. I’ve tried apps and software and everything that was out there at the time and I’ve always come back to… paper and pencil.
