How do you keep track of all your work?

B

Bbasso

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How do you keep track of all your work?

What answer I'm looking for is, What program(s) do you use to keep track of all your paper work and records. I have been getting busy and the ol paper system is not enough.



I'd like to be able to put everything in to the computer such as appointments, financial, supplies, and pictures of each job. Basically have one thing to keep.



I've been doing this for years for my friends and family, never really made much money and I've always had a 9-5 but... But now I'm actually busy enough to go into business for myself and want to get this going but properly and not some half *** method. I'm tired of working for someone else and want to give this my best effort.



Any help would be appreciated, thanks guys n gals.
 
I am at the same place you are. I have been looking into Quickbooks. I have used MS money in the past and liked it but it seems that quick books may be a bit easier. I will let you know once I have quick books up and running.
 
Quickbooks is a royal PITA unless you're accounting for every nickle, dime, check and deposit through it. I've been using My Invoices & Documents for over 10 years and it tracks all your invoices and customers and will also do graphs and charts too. It tracked almost a 1/2 $Million in revenue each year and I couldn't live without it. The only way I see anything being better is having a programmer custom build you the program you require. Lots of money.
 
Yes, I bought it over 3 years ago. It cost me about $2000 and there is a $300 yearly fee to be a member for updates and such.



It is a little hard to learn but it is an awesome program.
 
Superior Fine said:
Yes, I bought it over 3 years ago. It cost me about $2000 and there is a $300 yearly fee to be a member for updates and such.



It is a little hard to learn but it is an awesome program.
Click to expand...





What did you use previously?
 
Quick books is easy as hell its great keeps everything in order you can do monthly statements by a push of a button its the only way to go...
 
Detail 1 said:
Quick books is easy as hell its great keeps everything in order you can do monthly statements by a push of a button its the only way to go...
Click to expand...



Yeah I am going to get Quicbooks Premeire and try it out.
 
MichaelM said:
What did you use previously?
Click to expand...





Anybody care to share what they used previous to their current systems? If you have switched I think it would be useful to know what features you felt you needed to cause the switch.



Myself, I have only used Quickbooks Pro and their Customer Manager program. I also subscribe to QB's payroll service for, I think $199/year.



I supplement those programs with an excell spreadsheet that I made up that shows me what I spent in labor and what I made in detailing and hand washing as well as quantities. From that data I summarize it by weeks, months, quarters and years which allows me to compare different time periods. I don't think i'd absolutely need to use the excel spread but I have alot of experience with the program so it wasn't much trouble for me to create.
 
I am thinking about trying something in Excel. I want it to keep track of customer invoices,what I have made, what I have spent on product, customer notes...blah blah blah.....



I have no idea of how to ever start building something like that in Excel....anyone have any pointers or thoughts?
 
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