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?
Then how do you schedule people for bid, schedule people for work, and add notes about a customer on the go?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.
whats an intake sheet?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.
Have you ever ran a tree removal and trim service?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.
Sorry, no. I have no experience in that area, just office management.Have you ever ran a tree removal and trim service?
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.whats an intake sheet?
lol now whats PHC?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.
Plant Health Care.lol now whats PHC?
lol now whats PHC?
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