Customer/Client Lists (what method)

Tr33Climb3r

Tr33Climb3r

Participating member
Location
Wisconsin
I didn't do a search so maybe someone with a couple minutes to spare can post a link to a similar discussion.

What are you guys using? I know excel can be used this way but how do you set it up?

I may dig later regarding this topic.
 
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List for what?

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Keep track of past customers that you have done work for. So if they call again you have their information.
 
Windows and Excel. All my current work orders go into excel and into a "to do" folder. As they get completed they go into a "completed" folder for the year. Very easy to search, with windows explorer. I can search for their name, or anything else in the spreadsheet. Works very well for me. But I dont send out mailings either so I dont need a list to pull addresses from.
 
I gave Jobber a shot. I just don't get how to organize a work order with their program. Anyone willing to take a call to talk about it?

We have quickbooks and have yet to dive into it. Time thing.
 
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Gmail. Gcontacts. Gcalander. Gnuff said.

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With google contact I am afraid google can get that info and use it.

I already use Gmail and Gcalendar
 
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"With google contact I am afraid google can get that info and use it."

Paranoid much?

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Its only called paranoia untill it happens. Then its called being prepared.
 
Well, I guess fair enough, but still, I'm wondering what exactly Google is going to do with said contacts. Any ideas of what I should be worrying about?
 
All contact management or CRM software is a relational database purpose built to manage clients and allow you to sort and search through the data in typical ways that any business would desire. Using Excel is just having to reinvent the wheel in essence by building your own database using something designed to manage and manipulate numbers. However, MS-Access is a database program that is better suited to the task. Still you would need to build it yourself or use an existing template provided.
 
@Tr33Climb3r : Our office is closed today for Labour Day, but our customer service team would be more than happy to schedule a call with you to help show you around Jobs in Jobber. Send us an e-mail at support@getjobber.com with a few times that would work for you and we'll set something up!

Cheers,
Sam @ Jobber
 
There are a ton of tools out there to choose from, so you might want to take an hour of your time to write a list of what you'd like to be able to capture about your clients (the obvious contact info, last date of service, whether they contract for annual service, prices, codes for what was done...). It might not hurt for you to start with an Excel spreadsheet to think about each piece of data you want to have. It could help you evaluate the solutions out there.

Also, if you have a website for people to contact you, you might want to consider a software that integrates with the contact or sign-up forms so you automatically get some prospect information you can follow up on. It could give you a leg up on new business when times get too slow.

Ideally, you want to look at a solution that is not too customized (I advise people to avoid doing purpose-built Access databases and the like because if they contract it out to a specialist who then disappears from the scene, you're stuck with something no one is comfortable updating or fixing).

Good luck!
 
We have been using ArborSoftWorx Commercial since 2003 to keep track of our clients, work history, invoicing. We can track their history from the first day we were contacted by them to the last service we performed on their property. The software also gives us the capability for marketing services to specific groups of customers, like where they live, what services have they had, or not had, what trees are on their property. We find it to be very easy to use, flexible and no issues/bugs. The software has been around a very long time. You should check into it. www.ArborSoftWorx.com is their website.
 
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