As my business continues to grow, and I become better and better at going paperless,(even if that just means scanning the document to a PDF, and shredding the original!) I find myself having more and more files for every client. The amount of data can get overwhelming, without a system in place, surveys and extensions can get lost with the photos and disclosures.
While discussing this recently, a client pointed out that there are two ways to file something on your computer.
A) You can make it easy to file
B) You can make it easy to find
I choose the second. Folders within folders, no more than ten folders before a subfolder is created, and everything labeled and dated in the name of the file. Need that survey from last January's purchase. No Problem. How about the picture of the window treatments that were there when the contract was accepted. Here you go. Taking a little time up front, can save a LOT of time down the road.
And back it up regularly!
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