Using Cleaner Planer to track quotes

Discussion in 'Managing Your Business' started by Green Pro Clean Ltd, Aug 21, 2016.

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  1. Green Pro Clean Ltd


    Jan 20, 2015
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    When I do quotes I generally rely on memory and sometimes just notes scribbled in my diary. Only thing is sometimes when it as been a while or a particularly busy period I sometimes forget exactly what I quoted.

    I use Cleaner Planer to keep my books and it has the option to save quotes but I never really bother with it, does anyone use it to keep track of their quotes and find it useful?
  2. clear view of silverton

    clear view of silverton Active Member

    Mar 28, 2015
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    I've only just started using cleaner planner I save quotes as I would forget what I said but what I must do is to remember to take more customer details

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