Day planner — Use a day planner to organize activities in your personal and professional life. Document important family dates, events, and upcoming training classes. Keep track of your hours worked and revenue generated. For each service call, write down the invoice number, description, hours, and amount billed. Develop your own abbreviation system for the description. For instance, a clean and check could be written as PM (preventive maintenance).
Most technicians have revenue goals that they must achieve. A good personal tracking system can help when following up on quoted work. The technician can remind the office staff and request to be assigned to the follow-up call. When documenting your information, include a follow-up symbol. Then mark that symbol along with the original date one week ahead. When that day comes up, inquire with the office staff as to the status of the follow-up call.