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Systems Fanatic
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1,390 Posts
Troy,

I use a data base. I've used it for more than 8 years, and it provides me with some complex reports.

A lot will depend upon what you want to track. There are a lot of things Quick Books can track. If you are using estimating software, that should provide some basic tracking information.

Spreadsheets are very easy to build-- they are basically just a series of formulas. However, it's not a case of "one size fits all". There are a lot of options depending upon what you want to track, how you want to look at the information, etc.

Here's a free tutorial http://www.gcflearnfree.org/Tutorials/Details.aspx?Tutorial=Excel+2002+(XP)&tutorialID=30

I'm sure there are others.

Brian Phillips
 

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World Champion
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233 Posts
Discussion Starter · #4 ·
Thanks guys! your awesome, and i love the answers.

i Use quickbooks, but im still learning how to use it.

I basically want something that figured how many leads your getting a month, Were the leads came from, how many you need to sell to meet your number goals, find out your closing ratio. find out your average job price, find out how many estimates a week it takes to be happy? something like this

If anyone can add or tell me what else i should be tracking this would be awesome.
 

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Epoxy Dude
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566 Posts
Have you considered ACT! ? from Sage software? It is a CRM based software so you can also keep all of your customers in the database. It also can integrate with ACT!

www.act.com (i think)
 

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Registered
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4,540 Posts
i use quicken to to track all job cost, I track every penny to every job, i track hours for the joob this way, this comes in handy since a lot of houses are similiar.

I use lotus to track all leads, basicly each month i set up my headings that are the columns. example

name........ est....... sold........source ..............date......................... type of work
1.

then just fill in the blanks after you do the estimate. so i use the coulmn to decide what i want to track, and the row to put the actuall info in .very valuable stuff imo
from their you find all the other info you need, closing ratio, avg job, etc...
thanks
dave mac
 

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Ohio Painting Contractor
Joined
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275 Posts
Troy,

I use a data base. I've used it for more than 8 years, and it provides me with some complex reports.

A lot will depend upon what you want to track. There are a lot of things Quick Books can track. If you are using estimating software, that should provide some basic tracking information.

Spreadsheets are very easy to build-- they are basically just a series of formulas. However, it's not a case of "one size fits all". There are a lot of options depending upon what you want to track, how you want to look at the information, etc.

Here's a free tutorial http://www.gcflearnfree.org/Tutorials/Details.aspx?Tutorial=Excel+2002+(XP)&tutorialID=30

I'm sure there are others.

Brian Phillips
Brian do you happen to know how I can export database form quickbooks to outlook?
 

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Ohio Painting Contractor
Joined
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275 Posts
You can export your customer list from QB as a CSV (comma separated values) file or into Excel. Outlook can import either type of file.

I haven't actually tried this, but I have exported other data from QB.

Brian Phillips

Thank you Brian mission accomplished!
 
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