Customer info sheet

odgaard · 05-18-09, 02:03

Does anyone use one or anything of the sort? I want to get my customers contact information so i can start building a customer base. I went an entire summer w/o doing this. Any sort of outline or template I can use would be great. i want to get some ideas for something thats appealing.

its pretty simple, but want to see what you guys have.

thanks

wwechopper1 · 05-18-09, 02:53

im pretty sure you cant post files on here, but i think i have what you need. send me an email so i can reply to it with the file. wwechopper1@yahoo.com

odgaard · 05-18-09, 04:28

just sent u an email. thanks again

AppliedColors · 05-18-09, 08:25

This Word document allows you to capture the email address and phone number of every customer you service:
Index of /workorder

You should be emailing your customers monthly to remind them of your services. It's free, and it works amazingly.

odgaard · 05-18-09, 09:13

thanks for the help guys

eyezack87 · 05-18-09, 10:47

I use an application on my ipod Touch to manage all of these. It even charges the credit card as well as sends receipts to the customer. Its called Ring It Up if you want to check it out

Ruddell · 05-19-09, 03:36

Does anyone have this sheet as an excel file?

todd@bsaw · 05-19-09, 03:58

Figured it out!

TS Detail Estimate/Invoice

If you don't have an updated version of MS Excel there will be some adjustments that need to be done. I'd assume that everyone that is looking for it will be modifying themselves anyway to put their own business name/address on the form. This should make it easier.

wwechopper1 · 05-19-09, 06:18

tht file is an excel 07 file, could you save it as an 03 file?

JohnKleven · 05-20-09, 06:46

Quote:

Originally Posted by eyezack87

I use an application on my ipod Touch to manage all of these. It even charges the credit card as well as sends receipts to the customer. Its called Ring It Up if you want to check it out

wow that's trick. If I was mobile I'd definitely do something like this.

John

Jakerooni · 05-20-09, 09:18

I saw the commercial for the Iphone application that does this as well. I'm a current AT&T customer. I think I'm going to have to look into this upgrade here soon. Never was a huge fan of the iphone but one device to take place of many is a good idea in my book.

todd@bsaw · 05-20-09, 10:19

Do you have to pay a subscription fee for iphone apps like that?

I've been looking to get one for the business because there's a lot of great interconnectibility going on.