Worksheet
Spreadsheet or software scorecard
A worksheet of eight rows: quote revisions, stage visibility, serial tracking, warranty dates, subsidy documents, crew updates, reporting and access by role. Tick whether Excel copes today, and write one real example from last month beside each row, such as the quote you could not find.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Excel vs dedicated software for a solar installer”, www.gullysystem.com/blog/excel-vs-dedicated-software-for-a-solar-installer