Articles for service business owners


Whip Your Paperwork Into Shape

10th January 2014

It’s the New Year and the perfect time to get your invoices, quotes and estimates back into shape

It was easy towards Christmas to let things slide, but now we have some tips for you to help bust those paperwork woes and get into shape when it comes to creating and dealing with your paperwork:

1) Start as you mean to go on – most resolutions are broken by day 2. So put in place a diary, or ‘appointment’ for yourself for paperwork. And no matter what comes up, keep them. It’s hard to do at first, but once you get in the habit it becomes much easier to do.

2) A stapler is your best friend – even if the documents don’t necessarily have to be together, over the course of a busy day you can just staple everything together, making it much less likely for you to loose that one sheet. Just chuck a stapler in the front of your van, it takes up no room, and all your documents needed for paperwork are there ready and waiting for you.

3) Don’t let it pile up – this is kind of the same as ‘starting as you mean to go on’, but if that doesn’t strictly happen, then just don’t let all your paperwork pile up. Try and do a little bit each day, or every other day, otherwise that big pile of paperwork suddenly seems a lot harder!

4) Use our free invoice tool – okay so this isn’t strictly a tip, but it is absolutely free. You can use it to create invoices in seconds, make them that look professional, send them by email or them print off and best of all you can use it as many times as you want without having to sign up to YourTradebase!

To also help with you paperwork New Year resolutions we’re also giving you 3 months half price in our January sale. So now you have no excuse to beat that paperwork pile!


About the author

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

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