Updated: Feb 21, 2022
Part 3: Customer Information
Information you should have before you start a project.
This is something you may want to keep on file for future reference.
You my start a file to keep receipts for materials and a copy of the customer’s invoice
Don’t trust your memory because its not a reliable way to store information.
This is what I recommend start filing information.
Ordered from Amazon, Pendaflex Portable File Box (About $21.00)
1: Customer’s name
2: Your customers preferred contact method
3: Home address
4: Shipping address
5: Sizes for the project.
Description of the project
Timeline and the expected delivery date.
Budget for the project.