Wide Bay Blinds & Shutters

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Wide Bay
Blinds & ShuttersRainbow Beach, QLD
Synced live to your Google Sheet. Calendar reminders here are local until Google Calendar is connected.
Wide Bay Blinds & Shutters

Overview

New & open enquiries
Jobs in progress
Upcoming & overdue
Follow-ups needed

Enquiries

Jobs

Cashflow & expenses

Sales & GST — financial year
Future & potential sales (by job)
All entries
DateDescriptionCategoryJobAmount

Calendar & reminders

Reminders created automatically from your enquiries and jobs appear here. Once Google Calendar is connected, these will sync to your real calendar instead.

Follow-up emails

New enquiry

1
New enquiry
—
Enter the customer's name.
2
Meeting & measurements
—
Duration is fixed at 1 hour.
Items to measure
3
Send quote (within 48 hrs)
—
Date sent:
Ticking this adds a follow-up reminder 7 days later.
4
Client decision
—
5
Deposit (booking the job in)
—
Date received:
Without the deposit, this job stays "Pending" and materials can't be ordered.
6
Order product & send statement
—
Date ordered:
This amount is recorded automatically as an expense in Cashflow.
Date sent:
This sets a reminder 3 weeks later for the check-in below.
7
3-week check-in with client & manufacturer
—
8
Collect product & schedule install
—
Date collected:
Adds a calendar entry, plus a reminder to call and confirm the day before.
9
Install
—
Date installed:
Tick every item above as installed before you can tick this.
10
Final invoice & payment
—
Date sent:
Date paid:
Paying the final invoice marks the job complete.

Add cashflow entry

Enter an amount.
Pick a date.

Add reminder

Give the reminder a title.
Pick a date.

Draft a follow-up

Give the follow-up a subject.