Finish the whole situation
Most paperwork isn't one file. Start with the document you need and keep the same details for the rest.
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Get paid
Quote a client, invoice them, follow up on payment, and send a receipt — reusing the same details.
- Send a price quote
- Turn it into an invoice
- Nudge if it's late
- Confirm it's paid
Run a service job
Estimate the job, schedule the work, confirm it's done, and bill for it.
- Estimate the job
- Schedule the work
- Confirm completion
- Bill for it
- Record payment
Leave a job
Give notice, hand over your work, return company property, ask for references, and wrap up.
- Give notice
- Hand over your work
- Return company property
- Ask for a reference
- Note what to confirm
- Wrap up your exit
Keep the store stocked
Count what's on the shelf, explain what was lost, decide what to reorder, send the order, and check what actually arrived.
- Run the daily routine
- Count what's on hand
- Record damage and loss
- Decide what to reorder
- Send the order to a vendor
- Check what arrived
Run an online shop
Prepare your listings, keep count of stock, ship orders with a packing slip, and keep clean records of returns and customer issues.
- Prepare your listings
- Count what's in stock
- Pack and ship orders
- Record returns
- Track customer issues
Hire and onboard
Keep one list of candidates, schedule the interviews, run them around job-related topics, and have everything ready for the first week.
- Track who applied
- Schedule the interviews
- Plan each interview
- Get ready for their start
- Plan the first week