File Management
Guidelines
How to
Use App

Summary and benefits of the app

  • Point 1
  • Point 2
  • Point 3
Walk through entry process in detail
  • Step 1
  • Step 2
  • Step 3
How to use the information
  • Hint 1
  • Hint 2
  • Hint 3
File Management
Guidelines

Links for SubManager

View Scope of Work

Send Scope of Work

Pre-Start Inspection

Exit Inspection

Exit Inspection

Client Management

9 Videos

Multiple systems focus on getting the lead on the phone or walking through your office door.  Branding, advertising, website design, client journey planning… all have this single focus.

Once the Lead commits to making contact with your company, you must have a system that demonstrates:

  • Your gratitude that the Lead has chosen to contact your company;
  • Your capability to perform to the Lead’s expectations;
  • The commitment you have made to developing a system to make certain your Company and the Lead are a match.  

  1. Use this form to collect information from Leads that contact the office by telephone or that walk-in.

  2. You can use it while on the phone or complete it after initial contact with the lead.

  3. Once you enter the “Representative email” information, a completed copy of this form will be sent to your email when you click on “Send”.

  4. If you enter email information into either of the “Copy to” boxes, a copy of the form will be sent to those addresses as well.

  5. Be certain to respond as requested by the Lead, and copy your response to the Lead’s file as well.

  1. For quicker access, add this form to Bookmarks Bar.

  2. For even quicker access, open the page and leave it open in the server.  Then just click on the tab to use.

  3. You can create an email address such as “leads@yourcompany.com” where a copy of all lead intake forms would be sent when completed.  That way, you would have an archive of all contacts to review for calculating the sales conversion ratio and for completing the information required in the Customer Journey Analysis form.
  1.  Save this file where it can be accessed for monthly updates.  File management instructions are shown at the bottom left of the app.
  2.  Enter data only in the green boxes.
  3.  Sample quarters are provided as examples.
  4.  The appropriate overhead allocations will be calculated automatically once the data has been entered.
  5.  Make the adjustments monthly, quarterly or annually by making a General Journal entry to your accounting platform.
  1. Enter Project Name at “Job” column.
  2. Enter date Project was started (01/22/20XX) at “Start” column
  3. Enter date Project was completed (9/12/20XX) at “Complete” column.
  4. Enter days this month that Project was active. If project was started during the month, enter from start day to end of month. If project was completed during the month, enter days from first of month to completion day.

Client Management
Documents

(paid subscription)

Client Management
Documents

(paid subscription)