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Updated over 7 years ago on . Most recent reply

User Stats

653
Posts
312
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Eric Johnson
  • Lender
  • Chicago, IL
312
Votes |
653
Posts

System for tracking orders Help!

Eric Johnson
  • Lender
  • Chicago, IL
Posted

Hey BP, hope you all are doing well. Here's my situation that I am hoping a couple of you can give me some ideas for.

I work with two other main investors for flipping and for picking finishes, designs, or exchanging ideas we've been using a standard group text with pictures. However, in mid project (especially now that we're doing 3 at a time) things get messy about our finish ordering, what we wanted to do, the good ideas we wanted to implement etc... 

I just want some input about what other people are using that can really help my team and I out. Are you guys using a software? An excel template ? Any ideas are good ! It's all about efficiency and organization. 

Thank you! ✌️

Most Popular Reply

User Stats

701
Posts
531
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Christopher B.
  • Rental Property Investor
  • Knoxville, TN
531
Votes |
701
Posts
Christopher B.
  • Rental Property Investor
  • Knoxville, TN
Replied

I'd use Google sheets over excel, anytime someone updates the sheet it will automatically sync with everyone else's. Excel does this as well but Google is much simpler. Buildertrend could do what you're wanting but it's more costly, I think Evernote will be perfect for what you describe. You share a note and it will update across each person that is attached to it. You can attach pictures, make drawing updates on pictures/plans, etc, and it has a chat function so your team could discuss any specifics directly in the Evernote app. 

I use Evernote a lot in my business and even have subs download it so I can send them drawings, SOW's, what materials go where,etc. They dig it because if I'm not on a job site to answer their question they can reference it really quick.

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