Security and Preparedness Have a business continuity plan:
Keep an Updated Parts Inventory Pad: • Save an electronic copy that is accessible offline. • Include the parts quantity that you have available at the time it’s generated, bin locations, etc. • Save an electronic or printed copy of customer special parts pricing discounts by line.
Aged Receivables Reports: • Keep electronic copies updated regularly. • Include past/current balances and general ledger summaries by age (31+, 60+, 90+, 120+).
Inventory/Flooring Reports: • Include current inventory, specs, account totals, and floored units. • Subtotal by vendor.
Document Storage: • Store documents in a cloud environment accessible by cell phone for emergencies. • Store a weekly report of your Work-in-Process details.
Templates: • Keep customizable templates ready for key reports to maintain service consistency. • Keep Google Doc versions of all customer-facing documents (Work Orders, Quotes, Invoices, Statements, etc.).
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