Record Book For Customers, What Kind?

[buzzing]

If I get customers I will need to know when they need doing, what kind of book should I buy and what should I put in the book?

 

[harunh]

I use aprogramme on my pc mate /emoticons/smile.png does the job.

use excel mate ?

but just note down the date next due date etc

how often

price

name

phone number

access to back ? is it okay ? u need to call them 1 day ahead etc

u no the score mate

 

[Paul]

Just use George and print them off, I also have a hard copy for back up.

I'm not organised enougth to do it with pen and paper I wouldn't know where I am.

Can somebody explain how you use excel to keep details and how you know when

The cleans are due

 

[harunh]

excel would confuse me to be honest

and pen and paper i wouldnt know where to start lol

/emoticons/tongue.png

 

[Belfastcleaning]

I have an a4 page with my regular run on, never need to look at it as I know in my head where I'm going and when. But it's got 4 columns, week 1,2,3,4... Then 5 rows.. MONDAY, tuesday.....

I use a dairy to keep me right for new jobs...

I have a note book with complete round, streets, house numbers and prices..

Then I have another note book with my complete round which I use to keep track of payments..

I keep customers phone numbers in my phone..

 

[nearlyclean]

I use to use a diary when I first started and when I did the street just forwarded all the addresses 4 or 5 weeks and had a yellow highlighter to say they were done and a green for paid, draw a sad smiley for unpaid

 

[Posh]

I use to use a diary when I first started and when I did the street just forwarded all the addresses 4 or 5 weeks and had a yellow highlighter to say they were done and a green for paid, draw a sad smiley for unpaid

Exactly what I do. Do the days work, get the diary work out 6 weeks ahead & put them all on that page. Have a different book of which I have a page for each part of the world i clean in & put in that the people that haven't paid that day. Do that each night. Do 2 diaries, 1 for backup. Maybe old fashioned but I feel safe with pen & paper.

 

[Knoxy]

I have a diary for taking customers name, address, phone numbers, price, start date, how often. Then I have a daily diary with date, address, price, how long its taken, invoiced, paid in full, tips. Then I have it all backed up on the laptop.

 

[nearlyclean]

Exactly what I do. Do the days work, get the diary work out 6 weeks ahead & put them all on that page. Have a different book of which I have a page for each part of the world i clean in & put in that the people that haven't paid that day. Do that each night. Do 2 diaries, 1 for backup. Maybe old fashioned but I feel safe with pen & paper.

I left my book in the cafe once worst haft hour of my life. Its good if you have few customers but 50+ and the every other time ones it falls apart I forgot a whole street and remembered about six months later when driving past had a flash back and thought oh dear. I do suggest three forms stored on computer, paper and pen and in the cloud (internet) then if your house burns down you haven't lost everything.

 

[harunh]

I left my book in the cafe once worst haft hour of my life. Its good if you have few customers but 50+ and the every other time ones it falls apart I forgot a whole street and remembered about six months later when driving past had a flash back and thought oh dear. I do suggest three forms stored on computer, paper and pen and in the cloud (internet) then if your house burns down you haven't lost everything.

True

 

[buzzing]

Well starting out so perhaps just a notebook? although i might forget, is there a way of setting an alarm or bleeper to remind me when i need to do a job?

 

[Belfastcleaning]

Just use a dairy for your work schedule mate..

Use a notebook to keep your customers on, price, contact details or whatever

Then use another notebook for payments, and that will have every customer in it too..