Worksheet

Enquiry to final bill checklist

A one-page checklist with a column for each stage: enquiry, survey, quotation, site job, material issued, attendance, measurement, running bill and handover. Fill it for one open site to see which stage has no record behind it today.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate an Electrical Contracting Business”, www.gullysystem.com/blog/how-to-automate-an-electrical-contracting-business