6 ways to use Evernote to run a small business

Evernote is an invaluable tool that makes it easy to organize all of your business content and make it accessible to you whether you’re at the shop or out meeting suppliers.

Photo of a coffee shop

1. Organize company info into separate notebooks

Screenshot of the notebooks list

Spend some time thinking through the setup of your Evernote workspace. For example, you could have a notebook that holds all of the drink recipes to share with new employees during their training. Create a separate notebook for important business documents like licenses and permits, and another for keeping payroll information. Creating structures for the way you'll name and organize your content saves time (and money) in the long run.


2. Scan and save bills, receipts, and business cards

Use the Evernote camera on your mobile device to scan bills, receipts, and business cards, then ditch the paper in the shredder to keep your office clutter-free. You’ll be able to easily categorize, tag, and find your income, expenses, and suppliers the next time you need to prepare your payroll, file your taxes, or order more coffee cups.


Use your unique Evernote email address to save invoices or receipts directly from your inbox to Evernote.


3. Snap photos of equipment and serial numbers

Screenshot of a note with photos of shop items

It’s important for business owners to be able to protect their assets. Snap photos of the espresso machine and the coffee roaster and their serial numbers so you always have the information handy.


You can also snap photos of restockable shop items, particularly if you need to recall the brand, size, or flavor of something specific.


4. Create a central repository for ideas and marketing tools

Screenshot of note list

Evernote is a great workspace for collecting ideas, promotional materials, and social media feedback that can help grow your business. Jot down plans to engage with the community and reach out to new customers, like hosting an open mic night. Snap photos of menu boards and flyers to spark fresh ideas for your next promotion. Save actionable Yelp reviews as a way to brainstorm ideas for improvement.


Use Evernote Web Clipper to quickly and easily save content from web pages to your Evernote account.


5. Manage daily routines with checklists and reminders

Sample note with checklist

Use checklists and reminders to outline the different tasks to be completed throughout the day.


Create a blank template note of these daily routines so that each shift can duplicate the note and fill it in each day. This helps keep your team accountable for all of the tasks they’ve completed, gives you a running log of shop operations, and allows team members an opportunity to leave notes when things need to be addressed.


6. Share notebooks with team members

Sample note of important household info

Share a notebook that contains weekly supply updates with your coffee bean vendor to improve order efficiency and communication. Save new hire information, meeting notes, and customer records into shared notebooks to keep team members knowledgeable and connected.


Create one note in each notebook as the table of contents page. A table of contents provides quick access to notes frequently used in that notebook. Set this note with an unscheduled reminder so that it stays pinned at the top of the note list.




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