A Sublime Predicament

by | Jun 18, 2010 | Business-end-of-things

For months, I’ve been working to be paperless.  I’m almost there.  So much so, that routines and devices I used years ago, I now view as somewhat quaint (daytimers, notepads, and Palm Pilots).

I confess a weakness for fountain pens, so I’ll never be entirely free, but for the most part I think my efforts have been fruitful and timesaving.

However, I could use your help.  While I keep my business finance records with Intuit’s QuickBooks,  maintain a chronology of jobs and contacts more or less through e-mail, and categorize my completed jobs in a subdirectory structure on my hard drive,  I’ve yet to find a quick non-paper method for keeping track of the following:

–pending jobs (date when the deal is consummated)
–jobs in process  (with its associated deadline)
–completed jobs ( and when completed)
–sufficient details of the job to finish an invoice the client will recognize (using their nomenclature)
–date of invoice sent
–date of payment received
–associated contact details would be nice

I’ve fiddled around with “Time & Chaos” and MS Outlook…but nothing seems to hit the mark.





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