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Electronic Pickup Sheets

For years our AEs have kept pick up sheets for their clients. In the first column of the pick up sheet, we record each job as we bill it. The second column is the amount of time and/or costs posted to the job and the third column is the amount we actually billed the client. The last column on this pick up sheet, list s the difference of the billed amount vs . the amount on the job. This helps us know what we need to make up for on future projects. Hopefully , we are always billing more than is accrued on each job, but we all know what reality is.

It was suggested that we open Pick up jobs for each client and keep track of these amounts in C&P. I have concerns about how this will work similarly to the paper trail we are keeping for each client. Are any of you using such an electronic pick up sheet and do you have suggestions as to how we can implement such a procedure?

Linda Anderson

I've never heard of that before. But seems you should just be able to pull a profitability report (various options for reporting, perhaps not as streamlined as your 'pick up sheet').

That's how we determine the "account" profitability VS the job profitability.

Roxanne Cowan

You should be able to see what you want through the Job Ticket. It will show Estimate, Billed and Unbilled right on the front page of the Job Ticket. You can also see the Net Cost column which will tell you how much the job cost versus the gross amount you were able to bill.

Catherine Colangelo