16 November 2004

Keeping Track of Client Materials

If you have ever had a disagreement with a client over some photos, a CD, or any other type of client materials, you will no how much of a pain it can be. The client insists they gave you something, you insist they didn't. Or, they insist that you still have their precious photos, but you insist that you gave them back weeks ago. What do you do? How do you resolve this with as little hard feeling as possible?

Enter the 'Client Materials Log'

It may seem like a little bit of extra hassle, but the potential benefits are great.

The idea is, when ever the client hands over some physical materials to your studio, you make a log of it, and give the client a receipt. So, the client has a receipt making them happy. And, you will have the log of materials so that you will never forget what you're meant to have.

Then, when you hand the materials back the client, you kindly request that they sign your log to prove that they have had it back.

It's a simple concept, but it works.

Download an example of the Client Materials Log, and the Client Materials Receipt document that we use at Netring.

Comments ( 5 )

  1. Nathan

    Materials Log

    I just realised that this would be a perfect use of Delicious Library (if you have a mac).

    http://www.delicious-monster.com/
    16 November 2004 at 18:15

  2. Phil Baines

    If I had a Mac yes definatly!

    I have been thinking about taking this to an electronic medium later on, but I was going for the simplest solution for now, and one that gets the client to 'sign' something too.

    Any web application that I might write in the future to handle this better will need to print off sheets to be signed also.
    17 November 2004 at 11:58

  3. Nathan

    Flex

    Do you want to try to use flex for a web application to do this?

    I would be willing to help with it.
    17 November 2004 at 19:13

  4. Phil Baines

    To be honest I don't have the time right now.

    Also, Macromedia Flex is something I have never worked with before. If Flex is anything like Macromedia's attemp with ColdFusion I wouldn't go near it for building a web app.

    PHP, or ASP.net, those are my weapons of choice when I comes to building good web applications.
    18 November 2004 at 09:25

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