-
Finance
- QuickBooks
- UDA integrate to QB
- Evernote, extract data
- Easy Money
-
Job Flow
-
Initial contact
- Enter data to outlook or Google calendar
-
Scope of work
- UDA Project for lager jobs
-
Bid
- UDA spread sheet and proposal
- Down Payment
- Purchase material
-
Record Keeping
- Photos
- Income
- Expense
- Time
- Milage
- Job Breakdown in mind map
- QuickBooks
- UDA
- Proposal
- Contract
- Communications
-
Tool and materials
- Arrange tools for job type
-
Estimating
- UDA make templates for job types
-
Special Considerations
- Pets
- Client Attitude
- Distance- Truck to Job
- Travel time
- Accessability
- Material hard to locate, time consuming
- Design time, charges
- Client special needs