The board, on one page.
1
Clients
| client name | client number | service area | house / apt no. | status | service | project value |
|---|
2
Client dashboard and invoices
| client | consult fee | deposit 50% | remaining 50% | shopping fee | OT hours | OT fee | still due |
|---|
3
today's follow-ups
4
consultations & service days
| date | time | client | type | status | fee? |
|---|
5
TO DO LIST
completed
completed
6
Freelance staff log
| date | staff | client / site | planned h | actual h | overtime | uber cost | total |
|---|
7
Important notes
F
S
★
Client database
| name | number | location | house / apt no. | service type | notes | bookings | share |
|---|