Writing estimates

  • Thread starter Thread starter cory
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Since most of my clients are old school, and don't know what email is, and I am trying to stay in pace with technology, I do both. I have an estimate form, that I fill out on the job, and snap pics of the tree or trees that need worked on, and also record them on a small map section on my bid form(which I copied from a template shared on this site), then I snap a pic of the bid form and save them all to evernote premium on my iphone and pc, along with clients name, number, address and bid number. This has really helped since I have gotten so busy, to keep track of jobs and plan them out. The only thing I really hate about using evernote is that you can't grab and drag the jobs to order them. I have a notebook for jobs to bid, jobs to schedule, scheduled jobs, and completed jobs. Also have one entitled potential jobs for the ones where they say "I will let you know". Works thus far. I have tried the arborist pro app on my iphone, but it was a pita.
 
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