{"id":8760,"date":"2017-10-06T12:00:16","date_gmt":"2017-10-06T11:00:16","guid":{"rendered":"https:\/\/www.anytrades.co.uk\/guides\/?p=1718"},"modified":"2017-10-06T12:00:16","modified_gmt":"2017-10-06T11:00:16","slug":"3-easy-ways-stay-organised-tradesperson","status":"publish","type":"post","link":"https:\/\/www.local-quotes.co.uk\/guides\/pros\/3-easy-ways-stay-organised-tradesperson\/","title":{"rendered":"3 Easy Ways to Stay Organised As a Tradesperson"},"content":{"rendered":"

As a pro, it\u2019s vital to stay organised. We\u2019ve talked before about the importance of being organised when you\u2019re working on multiple jobs simultaneously<\/a>.<\/p>\n

In this article, we\u2019ll cover some easy ways to get organised. If things feel a bit hectic, try some of these tips to restore some order to your working life. You might be doing some of them already \u2013 tweet us @quotatispro<\/a> with your tips!<\/p>\n

1. Keep your calendar synced up<\/h3>\n

You might still be using a paper calendar to keep your appointments \u2013 and if that works for you, great! If you\u2019re finding that you\u2019re struggling to keep track, though, consider moving to an online calendar.<\/p>\n

\"\"<\/h3>\n

There are several different options. If you primarily use a laptop or desktop computer to manage your business, consider an email based calendar service like Gmail or Yahoo. These will sync to your phone, and you can set up automatic reminders so you\u2019ll always get a reminder when you need to head to your appointment. If you\u2019re using a lead generation service, you can keep all your events attached to the email with the lead details on, so you\u2019ll always have them to hand.<\/p>\n

If you mostly manage your business using your mobile phone, you can always use the calendar that\u2019s built in. iOS and Android come with a built-in calendar, and there are lots of third-party apps that you could use as well. These also offer traffic-based event reminders, so if the traffic is heavy on the way to your next appointment your phone will let you know to leave earlier.<\/p>\n

2. Use an effective reminder system<\/h3>\n

\"Quotatis<\/p>\n

There are lots of different ways to keep reminders. You could use sticky notes or another paper-based system and make sure they\u2019re displayed somewhere you\u2019ll see them. If this works for you, stick with it! Not everyone wants a phone that\u2019s constantly buzzing with reminders.<\/p>\n

If you do want to use your phone for reminders, you could use Quotatis\u2019 Smart App<\/a>. The app has an option on each lead to remind you to try and get back in touch. Or you could use a dedicated reminder app to keep track of all of your jobs and leads.<\/p>\n

3. Manage your notes and paperwork<\/h3>\n

No matter where you keep your notes or paperwork, it\u2019s important to keep them in order. With invoices, quotes, schedules and other paperwork and notes to keep track of, it can be difficult to stay on top of everything. We recommend using a proper filing system, and being consistent.<\/p>\n

If you\u2019re using a paper system for invoices and quotes, make sure you\u2019re keeping track of your copies. These documents are vital \u2013 there\u2019s nothing worse than not having the information to hand when you\u2019re speaking to a customer. Looking professional is vital for winning jobs.<\/p>\n

If you keep online or digital copies of these documents, it\u2019s good to have them organised and backed up. Services like Dropbox or Google Drive let you keep cloud backups, and they\u2019ll even sync with your phone so you can always access a copy.<\/p>\n

Hopefully, these tips help you stay organised and win more jobs! Let us know<\/a> if you\u2019ve got any other tips for staying organised.<\/p>\n","protected":false},"excerpt":{"rendered":"

As a pro, it\u2019s vital to stay organised. We\u2019ve talked before about the importance of being organised when you\u2019re working on multiple jobs simultaneously. In … <\/p>\n

Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":1727,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[1390,1382],"tags":[1478,1479,1462],"class_list":["post-8760","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-tips-advice","category-pros","tag-business-management","tag-organisation","tag-trade-talk","infinite-scroll-item","masonry-post","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-33"],"yoast_head":"\n3 Easy Ways to Stay Organised As a Tradesperson - Local Quotes Blog<\/title>\n<meta name=\"description\" content=\"As a pro, it\u2019s vital to stay organised. 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