Your weekly admin checklist

Completed jobs and invoices

• List the jobs completed this week and check which are ready to invoice.
• Check the approved price, customer details, job reference and agreed payment terms.
• Prepare or send the outstanding invoices and record when each was sent.

If the paperwork is building up, our invoicing support can help turn approved job information into invoices.

Payments and follow-ups

• Check your records for payments received and invoices that are due.
• Identify reminders to send under your agreed follow-up process.
• Record customer replies and separate routine reminders from queries or disputes needing your decision.

Our invoice chasing service covers agreed routine reminders and recorded responses. Legal debt recovery is outside this service.

Customer enquiries and messages

• Review unanswered emails, messages and calls so each enquiry has a next step.
• Separate routine replies from questions about pricing, technical work or complaints that need your approval.
• Note any promised replies or follow-ups for next week.

Agree a checking routine and approved wording with our inbox management service.

Next week’s appointments

• Review bookings against your real availability, including travel and time already committed.
• Check which appointments need confirmation or a change of time.
• Record the information needed for each appointment in your existing business system.

Our diary and appointment management works within the availability and instructions you approve.

A clear handover for any remaining work

For each task you want to hand over, note:

• What needs doing and how often.
• The information and system needed.
• Any deadline or priority.
• What can be handled without further approval.
• Which decisions should come back to you.

Standard admin support is £35 per hour, with a one-off 2-hour block at £70. Setup, correspondence and updates use the agreed allowance. Telephone answering is quoted separately. View the full prices and terms.