I have a simple order book system.
I use an A4 size note book to record all my work. This book consists of lined paper. Each job is placed in the book as soon as it is given the go ahead. Each job takes up a single row on the page – these rows are divided into vertical columns as follows.
The first column is the date. The next (much wider) column is a description of the project. The third column is the price quoted, the fourth column gets a tick when the job is completed, and the fifth and last column gets a tick when the job is invoiced or receipted.
In addition:-
Each day I write a "to Do" list.
Top of the list is signs to make
Next in the list is signs to fit
Next is any other daily things I need to attend to (e.g materials to order)
Finally – quotes and designs
Between using my order book and my daily "to do" list I can keep track of all the projects that are ongoing. The order book also reminds me which jobs are the oldest and so these get priority on the daily "to do" list.
Any items not done each day get transferred to next days "to do" list.
Works for me. And the order book system means I have a permanent record of all the work that passes through my hands. It also ensures I never forget to invoice a job when completed. I can also check out the value of all work in progress to see how we are doing at any point in time.
Works for me and Alison – but then there’s only the two of us working together. I would probably need a different system if there was a whole bunch of us working here 😀