Business
TO ADD FORUM POST USE THE DISCUSSIONS TAB OR ADD NEW TOPIC IN THE SIDE BAR
Organizer:
- Organized by
-
-
Client booking Questionnaire
-
Client booking Questionnaire
Good Day all.
I am just about to undergo a small project with a local programmer to make a simple client booking and job sheet creator.
The idea is not to compete with shop flow etc but to be a simple solution for booking, assessment, job sheet and tagging guitars.
I’m sure some of you like me book with a calender write out an assessment sheet and a bit of sticky tape on a case. Then an invoice to boot.
The goal is that once a booking is made online like many if you do that a job sheet and ticket are auto generated to print out ready to go avoiding cripple entry of worse forgetting the customer name on that bit of masking tape.
To help in this and hopefully make this available would any of you be so kind as to answer a few questions.
1 what calender system do you use
2 what business suite do you use ( office365, Google workspace, open office etc)
3 on an intake for what would you deem necessary information
4 on a jobs sheet the same,
5 Is there anything else you would like to automate from booking in to invoice.
Please let me know so I can make something we can all use.
Andy
-
4 Replies
-
1 what calender system do you use
– Google Calendar
2 what business suite do you use ( office365, Google workspace, open office etc)
– I don’t know the answer to this question. I use google docs/sheets, and also an old microsoft office word/excel.
3 on an intake for what would you deem necessary information
– client info (name, phone, email (although my booking software grabs that)
– guitar info (make, model, colour, SN, condition)
4 on a jobs sheet the same
– job info (scope of the job we’ve agreed to)
– intake date and estimated turnaround
– job info (what we’re agreeing to me dealing with)
– intake date and estimated turnaround
– then at the bottom of the sheet I track total/taxes/grand total, Job# and what my turnaround time actually was
5 Is there anything else you would like to automate from booking in to invoice.
– it’s nice for them to get reminders about upcoming appointments
– a workflow to send out a follow-up email 2 weeks after service
I currently use calendly for booking appointments and quickbooks for invoicing.
-
1 what calender system do you use
Apple
2 what business suite do you use ( office365, Google workspace, open office etc)
Apple and Office365
3 on an intake for what would you deem necessary information
Customer contact info
Acceptance date and ETA date
Instrument make/model/serial number/condition
4 on a jobs sheet the same,
Problems reported/scope of job/which weirdo tuning they use/estimate for labor/parts, etc
5 Is there anything else you would like to automate from booking in to invoice.
I use Booking Press (for WordPress) to set appointments and Quickbooks for invoicing, etc.
Cheers!
-
Michael Bashkin did a podcast with the late, great Frank Ford. In it, he talked about the initial meeting/interview with the customer, and going over the customer’s expectations, the luthier’s expectations, and the potential problems, pratfalls, and making expectations realistic. As I recall, he said it might be the most important element in the whole process. It would probably be worthwhile to listen to that podcast to see if you want to include a section in your intake document that covers topics like those.
-
This is all great info guys and I will take a look at the podcast.
The more data like this I can get the better I can hope to make the program/app
Andy
Log in to reply.