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Client information sheet

I'm looking to create client information sheets, with contact details, price charged, hours worked etc.  something like a database.  I'm fairly pc savvy just wondering what program's or templates people use.

TIA  

Ian 

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Replies

  • PRO

    The most obvious way Ian is to use a spreadsheet but clunky to administer.

    Do you use online accounting? If so, why not use this as your database?

    I use Xero accounting software and there are many add-ons for this.

    Perhaps someone else has a solution?

    • Thanks Phil,

      I dont use accounting software, only excel, so I may look into this.

  • i use quickbooks although meant for accounts and invoicing it does have section that holds all clients details and a section you can put in notes. normally if i have had someone who ive done say a hedge for and they call next again year i can type in the address and see prev invoices which tells me what was done when and how much.

    • That's the kinda thing I'm looking for but with out the accounting and invoices.  I do use office 365 maybe I need to explore there a bit more.

      • PRO
        If you have O365 you’ll also have the latest Outlook. In which case you’ll have 95+% of what you need.

        In Outlook use Contacts and also enable Journals.

        You should also be able to customise/create the std ‘Form’ to key in your data.

        You can easily print out your data and maybe a blank ‘form’ you could take with you.
        • Thanks Gary, 

          I'll have a look at that 

  • PRO

    Im looking into doing this as well. But mine will be focusing on the hard landscaping sector. rather than just turning up with a pen and pad i shall take a site survey sheet to fill out and a basic questionnaire for the client.

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