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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.

ItemWho owns itWhere it is kept todayWhat 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