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So, how do you best organise your jobs?
I always manage to get myself in a twist when it comes to organizing current jobs, seeing as some are for the next few days where as some or more on going.
I haven’t really found the best way of keeping track on when i need to get things in for certain jobs and when i need 2 get the ball rolling.
Does anyone have any sort of system they use to keep track off things? as i hate being disorganized!
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2 Replies
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I have a dry-erase board on my office wall, I keep track of clients, their deposits, and the expected finish date of each job. It’s very simple.
I also use one of those little datebook yearly calendars which lots of businesses give away free at Christmas time.
Everything gets recorded into it.
When it’s not with me it’s on the counter beside my landline business phone.
Again, very simple and low-tech but it’s an immense help.
Love….Jill -
I have asked this question before.
I have enquiry sheets to gather all the customer information, contact details, sizes, prices for materials.
I note the enquiry date on the sheet, also the quote date and number.
I too have a white board, which plans my week, so I write up to follow up quotes, designs, order materials, and at a glance can see what needs to be done.
I also have a A4 day a page diary for things that go on longer.
When a jobs complete, the enquiry form gets filed away with a unique job number, great if you get a similar job you can look up what you charged another customer.
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