Maintaining records
Audio for slide 1 (mp3 |6|KB)
Good records are essential to every business. They help the staff to plan and carry out projects efficiently, and keep track of payments and expenses.
They also allow people to check up at any time on the measurements, calculations, job specifications, customer instructions or any other pieces of information that relate to the job.
They also allow people to check up at any time on the measurements, calculations, job specifications, customer instructions or any other pieces of information that relate to the job.
Audio for slide 2 (mp3 |6|KB)
It's generally the case that several people will need to refer to the information you've recorded in your site assessment and quotation.
In most companies, there's a whole team involved in ordering materials, preparing site deliveries, supervising installers, carrying out the installation, producing invoices, liaising with the client, and so on.
So the more accurate and thorough your records are, the less chance there is that a mistake will be made, or something overlooked.
In most companies, there's a whole team involved in ordering materials, preparing site deliveries, supervising installers, carrying out the installation, producing invoices, liaising with the client, and so on.
So the more accurate and thorough your records are, the less chance there is that a mistake will be made, or something overlooked.
Audio for slide 3 (mp3 |6|KB)
Even long after the event, there may still be times when you want to refer back to old records.
For example, if you're quoting on a similar job in the future, you'll save a lot of time if you can reuse your earlier calculations.
You may also want to get an idea of cost movements over time, or look at particular trends that are developing.
For example, if you're quoting on a similar job in the future, you'll save a lot of time if you can reuse your earlier calculations.
You may also want to get an idea of cost movements over time, or look at particular trends that are developing.
Audio for slide 4 (mp3 |6|KB)
Here's some tips on keeping good records:
- Write clearly and legibly so that everyone can read the information easily and find details quickly.
- Show all costs and charges separately so they can be double-checked later and verified as correct.
- Attach all necessary documents, such as site sketches and specifications; or if they can't be attached, make clear references to where they can be found.
- File the records away in the correct place once you've created them, so that everyone knows where to find them.
Learning activity
Audio for slide 5 (mp3 |6|KB)
What documents does your company use in the process of preparing and submitting a formal quotation to a client?
Draw up a list of all the documents produced by your company or collected from the client, starting right at the beginning of the process.
For each of these documents, indicate who creates it and how it is used in the quoting process. You may use the table below to set out your answer. The first entry shown is provided as an example.
Document title | Created by | How it is used |
Customer enquiry form | Receptionist or salesperson | Records the client's contact details and basic information on the type of flooring they want |
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