Excel spreadsheet to track our workshop jobs
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- #1757297
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Description
Experience Level: Intermediate
Brief for spreadsheet to streamline workshop
Our cloud based CRM and accounting package is primarily based upon a sales order system that works very well for the supply only side of the business but does not provide adequate tracking of our service jobs. With increased activity in our workshop it is becoming hard to track the progress of tasks so I would like to have an excel spreadsheet designed to take control of this activity.
The main tasks that our engineers perform:
• Despaching and shipping products purchased from our website and sales calls (some products can go straight out but others require calibration before despach)
• Processing Hire Jobs for Despach
• Receiving service work back for calibration
• Despatching service work.
I would like the spreadsheet to show the
• Work order number
• works needing to be completed
• type of work eg, Calibration, calibration and Repair, warranty , New Supply Only, New Supply with Calibration, Hire
• due date for completion
• percentage complete
• Date completed and despatched
• notes
• status eg: Booked In with date , Service in progress , awaiting parts , awaiting approval/ payment
• Completed by due date
Our cloud based CRM and accounting package is primarily based upon a sales order system that works very well for the supply only side of the business but does not provide adequate tracking of our service jobs. With increased activity in our workshop it is becoming hard to track the progress of tasks so I would like to have an excel spreadsheet designed to take control of this activity.
The main tasks that our engineers perform:
• Despaching and shipping products purchased from our website and sales calls (some products can go straight out but others require calibration before despach)
• Processing Hire Jobs for Despach
• Receiving service work back for calibration
• Despatching service work.
I would like the spreadsheet to show the
• Work order number
• works needing to be completed
• type of work eg, Calibration, calibration and Repair, warranty , New Supply Only, New Supply with Calibration, Hire
• due date for completion
• percentage complete
• Date completed and despatched
• notes
• status eg: Booked In with date , Service in progress , awaiting parts , awaiting approval/ payment
• Completed by due date
Point Safety Ltd
100% (13)Projects Completed
14
Freelancers worked with
12
Projects awarded
17%
Last project
29 Jan 2022
United Kingdom
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