Business systems · Review edition 0.2
Office Systems
Keep the administrative work attached to the job. Use consistent IDs, a small set of statuses, and a weekly review to track customer inquiries through completion and payment records.
Digital download · KA-G107-page PDF + manuscript
$33.00
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What’s inside
- Give each job a consistent ID and folder
- Use clear statuses and next actions
- Qualify an inquiry and track the quote
- Make scheduling a deliberate handoff
- Retain customer communication with the job
- Review open work and payment records