Reply To: 1/2 way there – to getting your life back…
Vita, I am so impressed by your estimate templates! I really also like that you include images (fabric swatch, hardware finish / finial) right there for clarity. I can see how revisions are so much easier with formulas, and being able to keep versions is nice. I have started compiling a price list that includes product type, average hours of labor and subsequent cost which I plan on using to build out formulas / templates.
Jess, I also use QuickBooks for my estimates, as well as the project feature for profitability and tags for tracking product profitability, so I’m looking forward to seeing how Vita integrates for financials.
Overall, I’m feeling really good about the processes that I’ve put into place, and have already seen an improvement in my daily life because my office manager can now take on more tasks that I previously owned. I’m actually taking two (2!) days off this week to take a long weekend vacation with my husband, which is twice as much time as I’ve taken off since buying the business last year.
I’ve also got some concrete actions items for further improvement, and am excited to keep the momentum going!