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HOW TO UPHOLSTER FORUM

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December 10, 2017, 08:54:24 PM
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 11 
 : December 09, 2017, 04:28:47 PM 
Mojo - MinUph
Just a FYI kody,
  My Dentist along with many other businesses charge an extra % for credit cards. I don't but it is an option. My accountant told me I should be but I don't like that myself. And the extra bookkeeping is nothing with Square. A deposit and fee and that's it. Much easier than any merchant account I've had in the past. Many many customers use a card for miles, points etc. There is no sense in loosing any business because of not accepting cards. You could still ask for a check but the option would be there.

 12 
 : December 09, 2017, 02:36:55 PM 
Mojo - kodydog
We have no accounts receivable. We either get paid before or when we deliver. We do not accept credit cards. Our profit margin is to low to make up for the charge and the extra bookkeeping just ain't worth it. I'm sure we have lost some business because of these policies.

 13 
 : December 09, 2017, 12:40:15 PM 
Mojo - SteveA
It had to be a lot longer then 5 years - stamp licking Kennedy was President ? 
Doc I think your customers are afraid not to pay you in a timely fashion ! 
Now get back to work before Gene starts in
SA

 14 
 : December 09, 2017, 11:40:26 AM 
Mojo - sofadoc
I only have a few commercial clients that must be billed. All my residential customers pay upon delivery.

For commercial clients, I take a picture of the invoice with my phone, and email it to them. It's worked out very well. It might be 30 days before a check arrives, but that would be the case with any billing method.
It's probably been 5+ years since I last licked a stamp.

A few commercial clients and regular customers let me store their CC number. When I drive the last staple, I walk over to my CC machine and charge it to their card before I even call them to say it's ready.

 15 
 : December 09, 2017, 11:19:31 AM 
Mojo - SteveA
I'm a very small business - self employed   -  I bill net 30 days if I know the client.  Otherwise Pay Pal is my credit card option. 
SA

 16 
 : December 09, 2017, 11:15:06 AM 
Paul - SteveA
I guess since every morning after 20 minutes of stretching then it takes another 15 minutes before I'm walking upright - I'm up there near full SS (kind of old). 
My filing system got easy when Office was released.  It's not involved for me.  I make a file with the customer's name and there I enter estimates, emails, discussions on a note pad file - photos and the billing doc with a check # and date issued when paid.  I use Word + Excel. 
If I had a big work force I'd like to think there is a great software but there won't be one that will be specifically geared and personalized for you.  Forty plus years uh - welcome to the forum young fellow !
SA 

 17 
 : December 09, 2017, 11:02:29 AM 
Mojo - MinUph
  We don't ship so all our sales are done at the shop, on the phone or at the customers home. I use Square also for cc transactions. I have an iPad at the shop for it and three chip readers, one in each truck and one at the shop hooked to the iPad. I don't want to pay square any more for invoicing as we do very little cc entry over the phone. As for the payroll I have looked into it on two occasions. There turn around times are out of line. If I remember correctly regular employees as an example I run payroll and three days later they get paid. A 1099 or contractor takes even longer. I found this unacceptable. Square is very new to payroll and that is another questionable thing about it. So I stick with Paychecks.
  So to get back to the original thread. We send estimates to a customer, they say OK or not, we do the job. On delivery day Kristen sends an invoice through QB and the customer has it when we arrive. Designers will hopefully send a check then. Some do some don't. Square invoicing might be good with them IDK. Or we carry it with us to the delivery. We get paid by check, cash or CC on site and all is good. The designer side is always questionable.

 18 
 : December 09, 2017, 11:01:49 AM 
65Buick - SteveA
My supplier calls the grade 18-45 for a semi firm seat. Open up and see what was there before. I have the sample foams that supplier's give you upon request.   I ask the client to sit on both the 45 + 65 then ask them to sign off on the one they like. 
My opinion I would recommend what we use here from this supplier the 45 - the 65 is for bench seating.
SA

 19 
 : December 09, 2017, 10:48:22 AM 
Mojo - Mojo
I was just curious as to how all of you bill customers. We use Square for all credit card transactions and also accept checks and cash. We have on dealer on a 30 day net program and all the rest are paid before shipment with credit cards on file.

We just started invoicing and getting paid through Square. Both the wife and I are really liking these various square app's. Doing credit card transactions over the phone is time consuming as customers love to chat. We now create the invoice in Square and Square sends it off in e-mail form. They then notify us when the invoice has been paid so we can ship.

In 2018 we will be putting all of our product offerings into Square and then we will simply have to click on an item and it registers the amount. We are finding Square to be a big benefit to us. We get daily sales reports, weekly reports and end of month reports as well e-miled to us from Square. For those of you with employees, Square also has a payroll program.

I am just wondering how all of you handle transactions.

Mojo

 20 
 : December 09, 2017, 10:28:26 AM 
Paul - Mojo
I forgot to mention the information we have on our customer inquiry and work order forms. I generated all of these by designing them with powerpoint and then we print them off.

These forms are the heartbeat of our production. I would share them with you but they would not make any sense to any of you as they are all RV and awning related. But will say the forms include all customer data as well as the RV type, make, model, year, assembly, etc. Also included is fabric colors, lengths, widths, total yardage, thread color, spline sizes, etc. along with the crucial due dates.

Our customer inquiry forms mirror our production forms with the exception of having more detail.

I have never seen or heard of any software ever that could come close to replacing our paper forms and the reason being is because most work order / scheduling software is generic. The only way I could ever see software like this that would help us is if we had it custom made which would be cost prohibitive. I should add that we do use Excel but strictly for doing initial cost studies on products. Other then that we do not use Excel in our daily business operations.

Mojo

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