Tess

I am wondering if anyone has any tips for organizing estimates. We use Alldata Manage and I know how to do the estimates in there, but there are many times a day that people call for a quick estimate for something and it doesn't seem worth the time to enter all their info into the system and do an official estimate in the program. But I still like to keep the estimates for a while in case they call back a couple of weeks later and want the work done. Right now I have a folder with handwritten estimates in it, but going through it is a pain. I am thinking I might get a binder and put the estimates in the binder in some type of order. Not sure if it would be better to organize by name so if they tell me their name I can easily find the estimate - or by date of estimate so its easier to go through it every once in a while to clear out old ones that are taking up space. Thoughts or suggestions?

We are currently down to just myself and the owner (I'm the service advisor/office manager - although I also owned my own shop for 13+ years). After having an issue with the two techs that were here we are now in a rebuilding phase. We are doing ok for now and are in the process of looking for a good A tech and a lube tech that is willing to learn and grow with the company. Its hard finding decent employees. Before we hire anyone new, I want to make an employee handbook as well. The one he had made up was just a 2 page word document. Not enough! I know to make sure things are legal for my state, but seeing examples of what other places have that I can tweak and adjust would be super helpful! [email protected]