Paperwork  

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 Jake
(@jake)

I am trying to put a couple systems in place
#1 preconstruction, construction, finished (which I can then see exactly how many hours went into a job. Where did we come short, where did we crush it. Etc)
#2 receipts, rental agreements, maintenance warranty, insurance docs, everything. I fill up a whole filling cabinet over the course of a year. Then when I need to find a receipt for something. I need to go through a few months sometimes close to a Years worth of records.

What is your system? I think there might be some fastpipe in my future.

Greatlakesbuildersinc.com

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Posted : 02/02/2017 11:13 am
(@fastcap)
Admin

Have you tried scanning your receipts and giving them meaningful names?

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Posted : 03/02/2017 5:41 am
 Jake
(@jake)

Your the second person to suggest that too me. I think I'am going to try it, will see. I have a mini home office. So I file all my receipts/records at the shop, where I have a XXL file cabinet. Currently at the end of the day when I get to the shop, I unload the truck/trucks file any receipts for the day, and then load up the truck/trucks for the following day. I am going to look into what it will cost for a cheap computer, scanner and probably a shedder, to keep at the shop. I am going to be moving into a new role at work and I know there's going to be a ton of more paperwork involved. Also I want to track job progress more thoroughly. My goal is to have a large library, of past jobs to be able to look through to help with the estimating process. I know my current process needs improvement at my current level of paperwork.
So if there's any other suggestion, I am all ears.

Greatlakesbuildersinc.com

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Posted : 03/02/2017 12:45 pm
(@fastcap)
Admin

Before you buy all that, there are also apps for your phone.  Google receipt management to learn more.

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Posted : 03/02/2017 11:09 pm
 Jake
(@jake)

i was talking to my sister and she uses one for work. I am going to look into it. Thanks for the tip.

Greatlakesbuildersinc.com

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Posted : 03/02/2017 11:38 pm
 Jake
(@jake)

I downloaded Foreceipts, will see how it works out

Greatlakesbuildersinc.com

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Posted : 06/02/2017 9:56 am
 Jake
(@jake)

If anyone needs help with this sort of stuff Shawn VanDyke writes a blog for fine home building about paperwork and organizing files, along with general construction buisness. It's helped me a lot. http://shawnvandyke.com/

Greatlakesbuildersinc.com

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Posted : 24/04/2017 1:44 pm
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