Mangoes
Participating member
- Location
- Greater Toronto Area
Jamin, if you like the efficiency of check boxes and the like, get some businenss software of some sort.
I use Quickbooks, I've spent a fair bit of time editing my own Quotation, Invoice, Statement, and Work Order templates within the program. And they represent very well. (not to be pompous, but best yet)
I have also spent the time to create sub accounts of my primary incomes that I wish to track (consulting, contracting, IPM, soil/nutrients, planting, pruning, structural reinforcement, and removals)
Keeping the basic ones makes the accountant's life easier as she doesn't like 100 income accounts. I made the above which she is happy with, and QB allowed me to create sub accounts or itmes.
My most common sale items have quick pop out text that fills in automatically when I check the Item that I wish to quote.
examples:
- "Dismantle & fell, cut the stump just above grade, clean up and dispose of deris."
- "Maintenance prune to remove dead, diseased and crossing branches, clean up and dispose of debris"
- "Prune the cedar hedge to shape and reduce in a formal manner, the top and 1 side. Clean up and dispose of debris."
- "Fertilize with a combination of PHC 11-22-22 SRN and PHC Ecto-Injectable, Soil Injected 10-12 inches below grade and throughout the entire root zone. This is a solution that provides both chemical and biological nutrient enhancement."
All I have to do is describe the specific tree(s) in the line above like this:
"Regarding 1 Siberian Elm in the rear yard, Northeast of the house:"
The system still allows me to describe a service beyond what I have created for defaults, all I have to do is choose where to allocate the income.
My only current inefficiency, from a saleperson's perspective, is that I leave the site and prepare the quotation when I get back to the office. I can't drive for that aggresive sale, as I am not mobile with my computer yet. That being said, I am inept at this technique anyway; regretibly(?) passive and low pressure in my sales approach.
I use Quickbooks, I've spent a fair bit of time editing my own Quotation, Invoice, Statement, and Work Order templates within the program. And they represent very well. (not to be pompous, but best yet)
I have also spent the time to create sub accounts of my primary incomes that I wish to track (consulting, contracting, IPM, soil/nutrients, planting, pruning, structural reinforcement, and removals)
Keeping the basic ones makes the accountant's life easier as she doesn't like 100 income accounts. I made the above which she is happy with, and QB allowed me to create sub accounts or itmes.
My most common sale items have quick pop out text that fills in automatically when I check the Item that I wish to quote.
examples:
- "Dismantle & fell, cut the stump just above grade, clean up and dispose of deris."
- "Maintenance prune to remove dead, diseased and crossing branches, clean up and dispose of debris"
- "Prune the cedar hedge to shape and reduce in a formal manner, the top and 1 side. Clean up and dispose of debris."
- "Fertilize with a combination of PHC 11-22-22 SRN and PHC Ecto-Injectable, Soil Injected 10-12 inches below grade and throughout the entire root zone. This is a solution that provides both chemical and biological nutrient enhancement."
All I have to do is describe the specific tree(s) in the line above like this:
"Regarding 1 Siberian Elm in the rear yard, Northeast of the house:"
The system still allows me to describe a service beyond what I have created for defaults, all I have to do is choose where to allocate the income.
My only current inefficiency, from a saleperson's perspective, is that I leave the site and prepare the quotation when I get back to the office. I can't drive for that aggresive sale, as I am not mobile with my computer yet. That being said, I am inept at this technique anyway; regretibly(?) passive and low pressure in my sales approach.
