Record Book For Customers, What Kind?

Discussion in 'Advertising Offline/Online & Canvassing' started by buzzing, Sep 2, 2012.

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  1. buzzing

    buzzing Active Member
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    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?
     
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  2. harunh

    harunh Legend
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    I use aprogramme on my pc mate :) 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
     
  3. Paul

    Paul Guest

    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
     
  4. harunh

    harunh Legend
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    excel would confuse me to be honest

    and pen and paper i wouldnt know where to start lol

    :p
     
  5. Belfastcleaning

    Belfastcleaning Grand Master
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    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..
     
  6. nearlyclean

    Supplier

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    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
     
  7. Posh

    Posh Hero
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    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.
     
  8. Knoxy

    Knoxy Well-Known Member
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    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.
     
  9. nearlyclean

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    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.
     
  10. harunh

    harunh Legend
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    True
     
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