Business Management
Table of Contents
The Organized Contractor
Introduction
Chapter 1: Clutter Audit Make Room to Get Organized
Storage Boxes & File Cabinets
Books, Trade Magazines, Reference Materials
Office Equipment
Office Supplies
Unopened Mail, Junk Mail
Disks, CDs, Software
Stacks of Paper/Files
Desk Drawers
Computer
Truck/Vehicle
Sneaky Clutter
A Word About Clutterbugs
Final Call to Action
Chapter 2: Recordkeeping Records Maintenance
Business Records
Job Records
Employee Records
Office Records
Payroll Records
Subcontractor Records
Timesheet Records
Vendor Records
Chapter 3: File Systems Implement a File System
What is a File?
How are Files Organized?
Use Color to Easily Identify Files
Purchase Necessary Supplies
Create New Files or Revamp Existing Files
Organize Computer Files
Chapter 4: Implement Forms Office Forms
Fax Cover Sheet
Expense Report
Time Sheet
Safety Checklist
Change Order
Marketing Forms
First Contact Sheet
Company Evaluation
Customer Satisfaction Survey
Neighborhood Marketing Letter
Neighborhood Marketing Postcards
Chapter 5: Business Workflow Document Your Workflow
Workflow for Handyman or Subcontractor
Workflow for Remodeler or General Contractor
Document Procedures
Chapter 6: Marketing Efforts Effective Marketing Campaigns
Capture Lead Information
Store Contact Information
Measure Results
Types of Measurement
Chapter 7: Accounting & Tax Org Simple, Inexpensive Accounting
Systems
Reports
Job Cost Reports
Financial Reports
Keeping Accounting Records Current
End of Month Procedures
End of Year Procedures
Internal Controls
Tax Information
Get Required Documents to Your Tax Preparer
Simplify Tax Preparation
Chapter 8: Handyman/Sub Org Proposals
Job Information
Job Folders
Store Receipts
Cashflow
Invoicing
Job Close-out
Chapter 9: Remodeler/Gen Contractor Org. Estimates
Contracts
Job Information - Office
Job Information - Field
Jobsite Binder
Cashflow
Invoicing
Keeping the Field & Office in Sync
Manual Method
High Tech Method
Vendor Bills & Receipts
Code Vendor Bills
Process Job Receipts
Pay Vendors & Subcontractors
Timesheets
Process Timesheets/Payroll
Change Orders
Job Close-out
|
The Organized Contractor - $29.95
95 pages, available only as a downloaded pdf file
|
|
|
