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Organization help?

February 13, 2015 02:33PM
Being fairly new to mystery shopping, Im starting to pick up more and more shops and I'm learning that organization is key! Can the more experienced mystery shoppers give me some tips on how to stay organized with everything. Im really trying to figure out the receipts and business cards. I'm not sure what to do with those and how to keep them together ect. Thoughts and advice is appreciated!

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More About Organization
February 13, 2015 02:40PM
Being new my guess is you are still printing out guidelines and/or forms? When carrying along forms I take some kind of folder or clipboard. The paperwork is kept in the order I intend to perform the shops. Receipt and business card photos are taken immediately after leaving the location then stapled to the accompanying paperwork with a mini stapler picked up on a shopsmiling smiley

As silly as this sounds, I also like to take all the photos from the same day with the same device. On days with just some mystery shops needing a receipt or business card it would be my phone. If the day includes audits with heavier photo requirements I might use the camera.

Equal rights for others does not mean fewer rights for you. It's not pie.
"I prefer someone who burns the flag and then wraps themselves up in the Constitution over someone who burns the Constitution and then wraps themselves up in the flag." -Molly Ivins
Never try to teach a pig to sing. It's a waste of your time and it really annoys the pig.
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February 13, 2015 03:00PM
Thank you for the response! Most of the time, I print out the forms, I didn't even think about just stapling the receipts / business cards to the forms! So simple! But for some shops, it's almost so simple that I don't print them out I just download it to my phone, any ideas how to keep receipts organized if you have no paperwork to staple them to?

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February 13, 2015 03:12PM
I still take photos right away before anything can get lost, then they either go in a dedicated zip pocket of my purse or a compartment in my car that's located on the dash right above the stereo. To me as long as the spot you choose is safe it's not as important where that might be as developing the habit of putting them therewinking smiley

Equal rights for others does not mean fewer rights for you. It's not pie.
"I prefer someone who burns the flag and then wraps themselves up in the Constitution over someone who burns the Constitution and then wraps themselves up in the flag." -Molly Ivins
Never try to teach a pig to sing. It's a waste of your time and it really annoys the pig.
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February 13, 2015 04:24PM
I bring along a ziplock baggie and put all receipts and business cards into the baggie.

In the shop location (store, bank, whatever), I hold onto the card/receipt/paperwork with my car keys as I walk to the car. This way, I have an excuse to "get organized" in the car and the card/receipt/paperwork goes right into the baggie.

I bring a spiral bound notebook with the first page of all of the shops I need to do, in the order I should do them. Then one page (each) is dedicated to the shop, with the address, the requirements. When I arrive at location, I open the notebook and write down the time. When I come back to the car, I write down the time.

When I do most reports, if a picture is required, I upload the picture FIRST and save the report. Phophet system does not allow attachments to be saved, so I upload them after I have saved the report on that system.
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