PSA: I used to think all lead tracking was the same, but after I double-booked two $8,000 roofing jobs in the same week because my spreadsheet system failed, I switched to a CRM with calendar sync and it saved my whole quarter.

I was sitting in my truck outside a client's house in Denver when I realized I'd promised both Mrs. Garcia and Mr. Chen the same Tuesday start date, and that screw-up forced me to eat $1,200 in subcontractor cancel fees, has anyone else had a system failure that made them completely overhaul their process?

2 comments

2 Comments

betty_shah14d ago

I used to think a simple notebook was fine until I booked two jobs at the same time last fall.

elliot_harris2514d ago

Betty Shah, you learned that lesson the hard way. Nothing like double booking yourself to turn a normal Tuesday into a full circus act. At least you found out before the mess got even bigger, right?