Worksheet

Recurring contract record sheet

A sheet listing every client site on its own row. Columns: site, contract start and end, notice period, visit pattern, tasks per visit, crew lead, licence needed, monthly fee line, extras allowed, last visit date and renewal reminder date. Anything that fails to match goes into a closing section beneath the table.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to run a service business with recurring client contracts”, www.gullysystem.com/blog/how-to-run-a-service-business-with-recurring-client-contracts