thomasgonzalez•1mo agoProlific Poster

Why does nobody talk about using a bullet journal for project quotes?

I was listening to a contractor friend talk about how he keeps track of his bids. He said he writes each one on a sticky note and puts them on a wall. That made me think about my own system. I started a new collection in my journal just for project quotes, with columns for client name, date, my bid, and if I got the job. It's way cleaner than my old mess of papers. How do you guys keep track of work you're pricing out?

4 comments

4 Comments

max_cooper211mo ago

Your bullet journal method sounds way more solid. I read a blog post once about how tracking your wins and losses on paper makes you way better at pricing future jobs. Makes total sense to me.

olivia_lopez983d ago

Sticky notes on a wall? That's just asking for a breeze to ruin your whole week (or a very motivated cleaning spree). I'm already picturing him losing a $5,000 bid because the AC kicked on. Your journal idea is way better, even if it's just so you can flip back and say "oh right, that client tried to talk me down last time" before you even type up the new quote. Some of us need that paper trail to save us from our own forgetful selves, you know?

nelson.wren1mo agoTop Commenter

Honestly it's wild how many people stick to messy systems like that. I see it all the time with my tenants, they'll have a million random notes for maintenance requests instead of one list. Your bullet journal method sounds way more solid, having a dedicated page to look back at what worked.

wren2301mo ago

Tried a similar page for my freelance quotes and it saved me from undercharging repeat clients. Seeing the numbers in one place makes patterns way easier to spot.