𝐇𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐞𝐧𝐬𝐮𝐫𝐞 𝐲𝐨𝐮𝐫 𝐰𝐨𝐫𝐤 𝐢𝐬 𝐝𝐨𝐧𝐞 𝐚𝐧𝐝 𝐢𝐧𝐯𝐨𝐢𝐜𝐞𝐝?

You spend so many hours trying to win work, it’s just as important to manage the jobs you have won. You need to ensure that all jobs are done within a timely manner, and communicate this to your customers. 

Do you still manage this using a notebook or a diary, I still see it quite a lot. You know the personal computer (PC) was invented in the 1970s, so it's far from new technology. The basics could be using any of the Microsoft products, e.g. Excel or Word. The advantage is the ability to back up your list and easily modify it. 

By using Excel, you can insert numbers into your joblist and this will help you understand how much you can earn in the next few weeks or months.

𝐻𝑜𝑤 𝑜𝑓𝑡𝑒𝑛 𝑑𝑜 𝑦𝑜𝑢 𝑟𝑒𝑣𝑖𝑒𝑤 𝑡ℎ𝑖𝑠 𝑙𝑖𝑠𝑡? 

𝐻𝑜𝑤 𝑜𝑓𝑡𝑒𝑛 𝑑𝑜 𝑦𝑜𝑢 𝑚𝑜𝑑𝑖𝑓𝑦 𝑖𝑡? 

𝐷𝑜 𝑦𝑜𝑢 𝑐𝑜𝑚𝑚𝑢𝑛𝑖𝑐𝑎𝑡𝑒 𝑐ℎ𝑎𝑛𝑔𝑒𝑠 𝑖𝑛 𝑝𝑟𝑖𝑜𝑟𝑖𝑡𝑖𝑒𝑠 𝑡𝑜 𝑦𝑜𝑢𝑟 𝑐𝑢𝑠𝑡𝑜𝑚𝑒𝑟𝑠? 

I know myself, we would usually have about 120-180 jobs on the go at any point in time. We use a job management system as this allows constant changes. I would spend at least 2 hours per week reviewing this list and updating it, adding new work and discussing priorities with staff.

Managing the jobs is such a priority, this ensures the work is done in a timely manner and our clients are invoiced quickly which ensures we can get paid quicker. 

We use Xero for our bookkeeper. Xero has a lot of add-on apps that can help with your job management process. There is a fee to use this system, however, your experience and more importantly, your customer's experience can be a lot more positive if this process is managed well.

What are your processes?