Using Notes in PEP

Do you remember taking notes in class with your spiral-bound notebook and ballpoint pen, trying to keep up with the teacher’s lesson? I would ferociously scribble down every word the teacher said and was confused to look up and see other classmates merely jotting down a word or two or, dare I say, not taking notes at all! How will they remember the details? Maybe you’re no longer in school but taking notes is still an important task and can be helpful for the business owner, project manager, crew, and the customer. These notes should be key points you want to remember about your clients and jobs. Enter your notes in PEP to reference later. Because who can remember every detail without a little help?     Recording Notes in PEP There are several ways to add notes in PEP. Some of the notes are just for you in PEP. Other notes will appear on reports you share with your clients and team (eBids, proposals and work orders). Below are a few key places to record different kinds of information. TIP: Notes about the job or estimate will automatically show up on an eBid. If you choose to send your client a proposal, you’ll need to select the medium or high detailed option for notes to be included (or you need to configure your own proposal settings).   Client Notes – Not included in reports These are notes for you to reference about your client, not related to a specific job. Maybe the client has specific likes/dislikes or this might be a record of communication (list of phone call...

Communicating Relevant Information

  Relevant information depends on who you’re talking to.     There’s a lot of overlap in  information that is relevant to clients and relevant to the crew. The areas that are part of the project, the work to be done in each space, the materials and colors: all these details are important for both groups to know. However, a few pieces of information are only relevant to one group. Clients need to know the price of the work. Clients do not need to know the material requirements or the number of man-hours. That is not relevant information. The crew does care about material quantity because they need to make sure they have enough materials. The crew does not need to know how much the client is paying for the project. How to Communicate the Relevant Information   Step 1: Build your estimate in PEP Organize your estimate into areas. Include a picture of the area. Make a list of tasks that will be done in the area and include the material. This is easy if you use a form! (Check out this link for details). When entering your estimate into PEP, there are a lot of details helpful to you as the project manager but not relevant information for your customers (for example: production rate descriptions, which can be confusing). When you convert the estimate into a proposal, your clients will only see what is entered in the NAME column and the PRICE. They never see the production rate DESCRIPTION or the HOURS, which are reference details for you. If you want to change the name of an...

Documenting Business Processes

Whether you are a business owner or an employee, you likely use a number of business processes every day. This means going through the same steps for doing specific tasks (i.e. generating reports, processing invoices, communicating with new leads, etc). Business processes are designed to streamline the way you and your team work. Putting business processes in place and following a set of thought out steps is helpful when training new employees, and will also result in fewer errors, less duplicated work, and overall efficiency and satisfaction for employees and customers. With so many tasks at hand you’ve probably also experienced the results of inefficient processes, which can wreak havoc on a business, its employees and its customers. For that reason, it is important to regularly review business processes and make improvements when they are not working well.   Follow these steps for documenting and reviewing your business processes:   1. Map the process First you have to write everything down. Document each step of the task. A flowchart is helpful for this because it allows you to see the steps visually. It’s important think about the details of each phase and to include every sub task, even the minor ones. You may also want to consult your staff who regularly use the process to make sure nothing is left out.   2. Analyze the process Use your map or flowchart to pinpoint potential problems in the system. Think about these questions: Which steps might cause frustration from employees or customers? Do any steps create a bottleneck and/or delays? Which steps require the most amount of time? Where can...

Setting Goals and Getting Organized for the New Year

The beginning of a new year marks a fresh start. In addition to setting goals for myself for the year ahead, which I prefer over the term “resolutions” that seem to fail after a month or two, I always get the urge to clean and re-organize, purging my house of unnecessary items and bringing back a sense of order after the chaos of the holidays. The same mentality can be applied to your business! Setting goals that are smart and attainable for your business and decluttering your mind and work space are key to being productive. Here are some guidelines we recommend that will help you set goals and get organized in the new year:   Declutter Tidy up your work space by filing papers and archiving digital documents. Throw away unnecessary clutter (mail, magazines, catalogs, etc) and invest in some organizing bins so you always have a place to put things. “A place for everything and everything in its place” is a motto I live by! Starting the year off in a clean, organized space will give you that “fresh start feel” we’re talking about.   Set the bar high (but not too high) Goals should move your business forward but setting realistic goals is critical for success. If your goals are too difficult, you’ll be frustrated when they aren’t met. If they are too easy, your business could go stagnant. To achieve the most, you want to set goals that are high but reachable.   Be specific Setting goals that are specific and in line with the big picture of your business will be more effective than...

Navigating the Slow Season in a Seasonal Business

Depending on where you live, industries like painting and landscaping are seasonal. For many seasonal businesses, moving into the winter months means gearing up for a slower period. As a seasonal business owner you have to carefully plan and budget for the year to make it through your slow season. So what can you do to prepare and how do you keep yourself busy during those months?   Budget, Budget, Budget Financially speaking, businesses have both fixed costs that stay the same throughout the year (rent, insurance, etc.) and variable costs that change depending on the amount of work you’re doing (salaries, materials, etc.). You’ll have to cover your fixed costs, but you should adjust your monthly budget to keep those variable costs down during your slow period. It’s important for you to conserve money and build up a cash reserve during your busy time so you enter the slower season with a cushion. Once work slows down, execute your budget adjustments.   Discounts and Promotions To keep some business moving during your slow season, try offering discounts or promotions to your customers. PEP makes it easy to include a discount on proposals for the materials, the labor cost, or both. Check out this video to learn how!   Focus on Your Business Put extra time to good use during your slow period by catching up on work that is often pushed to the side during the throws of a busy season. Document the processes you use in your business. Give your website need a face-lift. Start a newsletter or blog. Increase your social media presence. Your slow season...