I’ve been juggling service jobs and chasing payments lately. Thinking about implementing a quality control checklist to streamline things. Also, need a better system for tracking those elusive unpaid invoices. What’s worked for you? Any pitfalls to avoid?
I’ve been in your shoes, and here’s what I’ve learned:
For quality control, I made a simple checklist in Google Docs. It’s just bullet points of the main things I need to do for each job. I print it out and check off as I go. It’s basic, but it keeps me from forgetting stuff when I’m busy.
For unpaid invoices, I use a spreadsheet. Each row is an invoice with the date, amount, and client. I highlight unpaid ones in yellow. Every Monday, I look at the yellow ones and send reminders.
The checklist took some getting used to, but now it’s second nature. Clients notice the consistency.
The invoice tracking was a lifesaver. I used to forget who owed what. Now I’m on top of it, and cash flow is much smoother.
Start simple and adjust as you go. What works for someone else might not work for you.
Been there, done that with the whole juggling act. Here’s what’s worked for me:
Quality control checklist:
- Keep it stupid simple
- Focus on key steps, not every little thing
- Update it as you learn
For unpaid invoices:
- Set up auto-reminders
- Follow up personally after 2 reminders
- Consider a late fee policy
Honestly, I resisted the checklist thing for ages. Thought I could keep it all in my head. But man, it’s been a game-changer. Fewer forgotten details, happier clients.
The invoice tracking? That’s saved my bacon more than once. Used to lose track and let things slide. Now I’m on top of it, and the cash flow’s way smoother.
Just my two cents. Whatever you do, make it work for you, not the other way around.
I keep it simple. My checklist is a basic notepad list of key steps for each job type. I check them off as I go.
For unpaid invoices, I use a basic spreadsheet. Client, amount, due date. I highlight overdue ones and follow up weekly.
Both save me headaches. Less forgotten details, easier to stay on top of payments. Clients appreciate the consistency too.
Start small, adjust as needed. The goal is making your work smoother, not creating more work.
Never bothered with checklists or tracking stuff. Just do the job right.
Checklists are too much hassle. I just keep a mental note of what needs doing. For unpaid invoices, I give 'em a call if it’s been a while. Simple works for me.
Checklists and tracking ain’t fancy, but they work. For quality control, I use a basic sheet with main job points. Check 'em off as I go. Keeps me from missing stuff when I’m swamped.
For unpaid invoices, a simple spreadsheet does the trick. Client name, amount, due date. Mark 'em red when they’re late. I check it weekly and make calls.
Started out thinking it was overkill, but it’s saved my ass more than once. Clients notice when you’re on top of things. Fewer mistakes, more repeat business.
Don’t overthink it. Start basic, tweak as you go. What matters is it works for you and keeps the money coming in.