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Worksheet

Estimate to challan trace sheet

Lay out one row for each finished job. Note the estimate number, the job card number, each stage date, every challan and the invoice. Fill it for ten recent jobs. Blank cells show where records are lost between the counter and dispatch.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How Printing Job Estimates, Job Cards and Delivery Tracking Fit Together”, www.gullysystem.com/blog/printing-job-estimates-job-cards-and-delivery-tracking-guide