Pest Management Professional, October 2016
PMP Business Planner 2017 COntinued FrOm Page 76 The entire process took only a few minutes The fact that his customer list was well maintained allowed him to capitalize on this situation with almost no effort Managing inforMation As your company grows it becomes increasingly difficult to manage this list With the information age well underway its much easier to manage with your computer and the software programs available in the industry However without clear procedures and input protocol the data becomes a mess Its essential that the following is accurate CustoMer inforMation such as name address phone email etc finanCial inforMation including amount charged for service customer payments accounts receivable and dollars charged for services serviCe inforMation such as time and date of services materials applied technician who performed the service areas treated customer recommendations etc One of the best ways to manage information is to use a checklist The checklist approach allows you to see what needs to be done and to complete those tasks in an appropriate timeframe Without an organized approach to office work we have no priorities in completing the work that needs to be done A prime example of this is the office worker who has so many piles on their desk and so many projects in process that nothing is ever completed Nothing is accomplished because there are no set priorities and no clear cut method to finish projects See the box on p 74 for an example of a checklist that is used on a daily basis to enter customer information into the computer A checklist can be developed to aid in the management of any project or group of tasks As a pest management firm grows managing pests becomes only a part of the overall job Effective people management prudent customer list management and office management that provides clean accurate information becomes paramount to the success of your firm As these functions become more difficult because of volume management tools like checklists become an extremely effective technique for accomplishing your objectives PMP You can reach Gordon owner of PCO Bookkeepers at info@ pcobookkeepers com 82 October 2016 Pest Management Professional mypmp net
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