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Diane Davidson
Daily Work Sheet
1) Find all Jobsheets - Match them to Client's File
Place in daily pack with Staffing Sheet on Top - Place on Richard's Desk
COMPLETE
_____________________________________________________________________________
2) Check all Bishop's emails replied to - Send Holding Email to Client's
- (15 Day letter Complaints/ This has been Passed on to the Relevent Person)
- Pass Urgent Emails to Richard (call him if necessary)
COMPLETE
_____________________________________________________________________________
3) Check all info@Nightingale's emails replied to - Send Holding Email to Client's
- (15 Day letter Complaints/ This has been Passed on to the Relevent Person)
COMPLETE
_____________________________________________________________________________
4) Check all accounts@Nightingale's emails replied to - Send Holding Email to Client's
- (15 Day letter Complaints/ This has been Passed on to the Relevent Person)
COMPLETE
_____________________________________________________________________________
5) Check and Open Mail - Report contents to Richard
- Priority Mail bring to Richard's Urgent Attention
COMPLETE
_____________________________________________________________________________
6) Check each other quotes for accuracy - all quotes done previous day & posted
COMPLETE
_____________________________________________________________________________
7) Enter Suplier Invoices Ready to Upload on Friday
COMPLETE
_____________________________________________________________________________
8) Check all Upcoming Work (next 7 Days) to make sure they are invoiced
- Urgent Accounts not sent (less than 3 day Make sure Richard is aware)
COMPLETE
_____________________________________________________________________________
9) Complete Job Sheets - Check Client's Have Paid - Ask Richard about arrival times
- Ask Richard to Check them
COMPLETE
_____________________________________________________________________________
10) Any daily office issues to Report? Problematic Client? Urgent Matters?
_____________________________________________________________________________
for everyone
BISHOP’S MOVE POSTCODES
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