Articles for service business owners


Daily tasks to cut your paperwork in half

6th March 2014

Can it really be done? Invoices, quotes, and estimates all done in no time at all?

Yes, and we’ve some daily tasks to help you on your way.

Now I know we can hear a groan of “every day?!”, but yes a little bit every day goes a long way – especially when it comes to paperwork. So follow this daily to-do list and you’ll find your paperwork is much easier to-do (sorry for the pun)!

  1.  Sit down with a cuppa (coffee or tea, whichever is your poison) and start with your blank notepad. Write down everything that you know needs your attention (invoices, estimates, quotes, phone calls, ordering… everything!).
  2. Sort the paperwork into ‘must do’, ‘can do’, and can wait – this way you’ll definitely know where your attention needs to be.
  3. Sort through anything that you can prepare for in the next few days to get ahead of the game.
  4. Divide up the rest of the day into slots to deal with the tasks so they all get completed.
  5. What are you waiting for? Get started!

About the author

Co-founder and CEO of Helping organise service businesses and their paperwork.

Recent articles like this...

Enjoying this stuff? Find it useful?

Get it straight to your inbox — easy.

We'll send you a new article as soon as it's published.

Just enter your email below.

Ready to give YourTradebase a try?

Start your free trial today

Free day trial · no credit card required · cancel at anytime

YourTradebase is...
Built For The Trades

YourTradebase is built with by Forty Two Ltd.  Read our story  We're hiring!

Looking for the fine print? See our terms of use, privacy policy and GDPR

Stay in touch on Facebook, Twitter and YouTube

© Forty Two Ltd 2013 - 2018
Registered in England and Wales number 6972939