The Roof Cleaning Institute Of America Training & Certification Forum
"Find A Certified Roof Cleaner Directory"

I use Quickbooks to handle the financial end and ACT database to handle the customer details.

ACT is only as good as what you put in it.  I suggest putting all customer job quotes, customer info - ie name, address, phones, job quotes, jobs, jobs completed, customer likes, dogs name ... get the drift.  I use it also to data mine.  I know when I last cleaned their house, roof, etc and send out reminder cards for them to have the service performed again.  It is easier to keep an old customer than it is to get a new customer.  That is what you call stay in your face marketing.  Do not let your old customers forget who you are.  When a repeat customer calls I ask for their address and can usually find them by only typing in the numerical field of their address and searching for it.  Ray, PM me with your email and I will send you a screen capture of how I have set ACT up.

It is so much easier to start your business with a customer database like ACT & Quickbooks in place than to do so later.  But it is never too late because the longer you procrastanate the more work it becomes...

Landis Roof Cleaning Eastern Pa 610-689-4475 wrote:

---

I have been using QuickBooks since 2004. Never no problems, and the customer service on the help and question end was good when we needed it. I did however look into Service Autopilot from the recommendation above, and it looks like something that would work great for our industry. I'm going to personally do a little more research on this product in the near future.

Jason are you using this, or just recommending it?

---

Ray, We have been using Quickbooks for years.  I don't think you'll find a better and easier software program out there.