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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.
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
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.