Everything you need where you need it. When dealing with jobs or customers all their history is right there, just scroll down.
Searching for job history might be a little easier if you have a spreadsheet guru, but it usually means wasting time.
history in someones head.
looking through old diaries.
wading through old invoices.
wastes time you don’t have.
A system where customer and job history is where you need it when you need it.
what you need where you need it.
history in descending chronological order.
search on anything.
We were struggling with transparency across the team, jobs were in people’s heads and not always written down, quoted prices weren’t always recorded.
This meant that we were missing out on jobs, and sometimes missing out on invoicing our customers as it wasn’t clear at the end of month what jobs had been done and what had not.
As a result of this our end of month issues just got bigger and bigger