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Post Info TOPIC: Client Folder

Member

Status: Offline
Posts: 5
Date:
RE: Client Folder


Thanks George that helped..and I will look into the share page with Fred.



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Peace, Power, Protection.
As above, so below.
As within, so without.

Veteran Member

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Posts: 55
Date:

Priscilla,

If you are talking about the finished product/report to the customer, I don't use a folder. I put everything in 3-ring binder. I thing it looks more professional when I include a cover that includes the date of the inventory and a photo of the exterior of the house.

In the binder, I put the Inventory by Location in the first section, Inventory by Category second, Scanned Receipts in the Third Section, Client Information package (from Resource CD) in the fourht section, and the Instruction page for the Protection Plus CD (from the Resource CD), and the customer's Data Disk and Protection Plus CD in the fifth section. I purchase the CD Holder page from Staples. This is a plastic sheet designed for the 3-ring binder that holds up to 4 CD's. If I also provide a DVD of the home, this will also fit into the binder.

I hope this answers your question.

I don't know what others are doing. If you ask Fred for the access to the "Share" web page, you'll also find additional information there.

Good Luck!

George

__________________

George A. Childs
Owner

Quality Home Inventory Service, Inc.
24 Stockton Dr. 
New Castle, De. 19702

www.qualityhomeinventory.com


Member

Status: Offline
Posts: 5
Date:

Hello everyone, in the client info. package/folder, besides the information in the resource cd that says client info. package and the protection plus program, what else would you include in the folder...Thanks in Advance.



__________________
Peace, Power, Protection.
As above, so below.
As within, so without.
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