WEEKLY ADMIN CHECKLIST FOR TRADESMEN

Review date: ______________________
Next planned review: ______________

Use this as a working review, not as a replacement for invoices, payment
evidence, accounts, contracts or any required trade paperwork. Deal with
urgent customer changes and concerns when they arise.

[ ] Include work arranged through each enquiry channel, by phone or in person.
[ ] Read the latest conversation before repeating an old action.
[ ] Identify who is waiting for whom and what decision or fact is missing.
[ ] Keep separate requests from the same customer identifiable.
[ ] Distinguish proposed dates from agreed bookings.
[ ] Check the diary actually used, including other commitments.
[ ] Review access, materials, preparation, travel and other job dependencies.
[ ] Check quote and invoice drafts against the current agreement before issuing.
[ ] Verify reported payments and the remaining invoice balance from records.
[ ] Keep receipts and supporting paperwork with the bookkeeping records.
[ ] Update items already handled elsewhere.
[ ] Write the next actions and review dates for waiting items.

ONE ITEM NEEDING ATTENTION (repeat as needed)

Job/enquiry reference: _________________________________________________
Current position (known/agreed): _______________________________________
Next action: ___________________________________________________________
Waiting for: ___________________________________________________________
Review date: ___________________________________________________________
Where the actual record/document is kept: ______________________________

PRIORITY ACTIONS TO TAKE AFTER THIS REVIEW

1. ____________________________________________________________________
2. ____________________________________________________________________
3. ____________________________________________________________________

Source guide: https://www.traden.uk/blog/weekly-admin-checklist-for-tradesmen