Better ways to run your business
Keep jobs, equipment and customers organised
A practical checklist for trades, hire operators and service businesses.
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Use one job record
Keep customer details, site address, agreed work, dates and instructions together. Office-based businesses can use the same approach for client projects and deadlines.
Confirm before the job
Check access, parking, delivery arrangements and the contact on site. Confirm customer responsibilities and any agreed exclusions.
Track equipment and handovers
Record what is allocated, where it is and when it is due back. Use handover notes and condition photos where appropriate.
Close the loop
Record completion, outstanding work and invoice status. Review delays each week so the same issue does not keep disrupting the schedule.
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