blizake7
ArboristSite Lurker
How do you guys keep track of customers and scheduling? I've been using IOS (apple) calendar but it's pretty primitive in terms of helping me figure out taxes and expenses.
How do you guys keep track of customers and scheduling?
- Thread starter blizake7
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I've been using Jobber since the beginning of the year. It is great for customer info/quotes/scheduling/job description/invoicing.
It is not accounting software, but does integrate with QuickBooks...which I haven't done. It reports income and generates sales tax reports so i think that, plus separate expense records (and payroll) is all I need
If you want to try it, I can give you a code for a free month (full disclosure, I also get a free month for the referral).
It is not accounting software, but does integrate with QuickBooks...which I haven't done. It reports income and generates sales tax reports so i think that, plus separate expense records (and payroll) is all I need
If you want to try it, I can give you a code for a free month (full disclosure, I also get a free month for the referral).
For scheduling I use google calendar, which interacts with gmail. I also put personal and church events on their too. It works well for me and pretty much runs my life.
For accounting, estimates, customers, and invoicing I use Wave, which is free, and integrates directly with my bank account. It's basically a stripped down version of quickbooks.
I use paychex for payroll, which is also simple and works well.
For accounting, estimates, customers, and invoicing I use Wave, which is free, and integrates directly with my bank account. It's basically a stripped down version of quickbooks.
I use paychex for payroll, which is also simple and works well.
I use a new bit of tech called a pocket diary, it compatible with a pen interface and synchs to my pocket. battery life is amazing
Requires a hardware upgrade annually
Requires a hardware upgrade annually
im experimenting with "yardbook" for lawncare, it would work good for tree work as well
you can add customers, give each one an address, text/email them straight from the app, schedule jobs, and it will generate routes based upon customers addresses
Note: its also free
you can add customers, give each one an address, text/email them straight from the app, schedule jobs, and it will generate routes based upon customers addresses
Note: its also free
defensiblespace
ArboristSite Operative
We also use Jobber and are very happy with it. Google sheets is great for keeping a list of all the jobs we have booked.
