​Debbie,

Great idea. I'll be there when it's scheduled.​

On Fri, Dec 9, 2016 at 2:59 PM, Debbie Shaw <debbie.shaw@gmail.com> wrote:

Hi Everyone

 

I've been doing some homework on this topic. vCita, which you all have, does offer an upgraded plan that let's you manage your schedule/calendars (up to 3 separate ones if you have 3 service calendars.) It not only let's you manage your customer schedule but it sends confirmation and reminders to your customers via sms text and email. Communication between you and the customer can also be managed from there.

 

The company is willing to do a webinar for us to show us how it all works. I will be sending out an email to everyone asking who would be interested in attending the online meeting/webinar. 

 

On Wed, Dec 7, 2016 at 2:10 PM, Eric Vogel <evogel@countercrew.com> wrote:

It is .  I started as a fabricator 10 years ago, so this transaction has been fun.  But, certain software doesn’t translate ie Moraware, Job Tracker, etc…  Since we have multiple operations, I want to keep things clean and transparent.

 

 

Thank You,

Eric Vogel

Counter Crew

407-925-3796

www.countercrew.com

 

From: sccpartners@stoneandtilepros.simplelists.com [mailto:sccpartners@stoneandtilepros.simplelists.com] On Behalf Of Tony Deluna
Sent: Wednesday, December 7, 2016 1:33 PM

To: sccpartners@stoneandtilepros.simplelists.com
Subject: Re: Scheduling and Call Log Management

 

No problem Eric, I hope it helps a little. So many of us have to pick things up on the fly and figure them out on our own.

This forum by Stone and tile prose is such a blessing!

Tony DeLuna

925-625-9625

www.PatriotStoneRestoration.com

On Dec 7, 2016, at 9:43 AM, Eric Vogel <evogel@countercrew.com> wrote:

Thank you Tony!

 

 

Thank You,

Eric Vogel

Counter Crew

407-925-3796

www.countercrew.com

<image001.jpg>

 

From: sccpartners@stoneandtilepros.simplelists.com [mailto:sccpartners@stoneandtilepros.simplelists.com] On Behalf Of Tony Deluna
Sent: Tuesday, December 6, 2016 8:44 PM
To: sccpartners@stoneandtilepros.simplelists.com
Subject: Re: Scheduling and Call Log Management

 

Yes Eric, I know what you mean about getting biz mixed with family's calendar.

This is what my daily calendar looks like and how I seperate the 2 biz & family

 

Green bar is jobs for the day

Blue are estimate for the day 

Yellow are calls for the day

 

Pink are estimates that were in blue that are cut & pasted to the pink ready to write & email.

 

Orange are estimates confirmed waiting, transferred from the yellow after I made contact prequalified and gave a ball park price to eliminate price shock. 

In my note section they are all categorized by city.

These are the sub categories of city's abbreviated. Out here we got too many very small city's 

LAF-MGA-OR-----------------------

WC-CN-CLY-PLHL-MTZ-------------

PLNT-LV-DBLN-CV-TR-MTNHS-----

 

The second Orange "Work now" are small jobs under $1,000-$500 that have agreed to accept a last minute opening and have agreed to wait for it. 

 

Bright green "HEADLINES" are a list of to do for the day so as not to clutter up my calendar.

 

Purple is personal family stuff. 

Purple really stick out so family stuff is easy to find.

 

Red is permanently there every day to keep me focused on what is most important. 

 

I do have another section "Grey, Side jobs" these are very easy $250 cash flat fee jobs that I give to my best techs that I completely trust. It keeps them very happy and highly motivated. These are jobs that are too small to ever get on the calendar. Because of this I never have to give bonuses. When too many come in they can pick up $500-$1,000 in a Saturday. Keeps them soooo happy. 

Otherwise these are jobs I'd pass on and that help no one because the customer will never find anyone willing to go out to do anything that small much less the skill set to do them.

A win win in my opinion.

 

It's great how much info one can store in one bar. Each day I move it all down the calendar. 

 

<image002.png>

Tony DeLuna

925-625-9625

www.PatriotStoneRestoration.com

On Dec 6, 2016, at 11:42 AM, Eric Vogel <evogel@countercrew.com> wrote:

We use the iCalander currently.  Green for GA, Red for Orlando jobs.  It becomes increasingly difficult to keep tabs on all the calendars via the phone (include personal and family calendars).

 

I like your method, Tony.  I was using a similar technique before we added vans and locations. 

 

 

Thank You,

Eric Vogel

Counter Crew

407-925-3796

www.countercrew.com

<image001.jpg>

 

From: sccpartners@stoneandtilepros.simplelists.com [mailto:sccpartners@stoneandtilepros.simplelists.com] On Behalf Of Tony Deluna
Sent: Tuesday, December 6, 2016 12:21 AM
To: sccpartners@stoneandtilepros.simplelists.com
Subject: Re: Scheduling and Call Log Management

 

I don't know if my method is the most effective but it works for me... 

I use my calendar in my iPhone 

I have several colored categories. 

First of all I hardly ever answer my phone otherwise I'll get nothing done and that also helps to filter those who are shopping or just want to wast my time with questions.

 

My message asks for scope of work, square feet and request to send pics to my cell. 

Then as I listen to my messages,  I log it all on paper in a composition book by city & date so if my phone fails I have a paper copy. It looks Like this...

 

 DV12-5 John Dow 9256256447. Then Address. Then Abbreviated scope of work note.

 

"DV" is The city abbreviated Danville 

12-5 is the day the call came in. 

 

Then I transfer it on the calendar in yellow labeled "Call backs"

From there I call them back & get a few more details then cut & past them to "estimate List" colored Orange which is categorized in notes below by city. 

On the day I do estimates I'll copy a few city's to my notes app, enter them on my navigator and go do estimates starting with the closest ones first to minimize back & forth.

As each one is completed I cut & past it on the calendar in blue according to time of day so I know where I been that day. What ever I don't get to on the note app list I delete because it's copied from the main list.

 

 Then I return to Estimate list in orange and delete the ones I got to that day that are entered in blue for the day.

 

Because of the volume of estimate coming in I put a $$ before the city to note they are priority and most preferred. 

 

I seldom schedule estimate dates unless it's a really big $$ job. Most all of my estimates are done last minute on the fly because I can't commit because too many last minute emergencies on the jobs.

If don't respond we don't get paid then have to return & the prospective work schedule for the week is lost. 

So I'd rather make sure I'm available to make sure the techs finish the job before I commit to any estimate.

 

It seems to me theirs probably a better way... I think it's called an assistant. Then that's additional payroll. 

 

Because work comes from so many places i.e. Email, website, text, phone messages, yelp, this works best for me. 

 

Is their a better way?

 

Tony DeLuna

925-625-9625

www.PatriotStoneRestoration.com

On Dec 5, 2016, at 2:28 PM, Blain Haeg <blain@goldstandardfloorcare.com> wrote:

Google calendar.

Blain Haeg
Gold Standard Floor Care
512.257.3070 office
512.750.1242 cell
blain@goldstandardfloorcare.com
www.GoldStandardFloorCare.com

Check us out on: Facebook, Google+, Yelp, BBB, or Angie's List

 

On Mon, Dec 5, 2016 at 12:50 PM, Eric Vogel <evogel@countercrew.com> wrote:

Partners,

What programs are you all using to track and maintain daily scheduling and call log management?  Does anyone use the built in vCita calendar software?

 

Thank You,

Eric Vogel

Counter Crew

407-925-3796

www.countercrew.com

<image001.jpg>

 

 

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--

Debbie Shaw

Id Est Productions

www.idestproductions.com

877.842.8249

DIRECT: 407-415-0651

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