SIMPLE TO LEARN AND QUICK TO USE
Built for Pros: Free Office Checklist Template from Housecall Pro
Stay on track each workday with a daily office checklist. Refer to it when you get stuck. Also, it’s helpful to create a process for each customer phone call so you know whether all the proper information was inputted into your system.
Here’s everything included in our office checklist template
Creating accurate and thorough office checklist is essential for any service company. Having a simple, straightforward office checklist template makes it a whole lot easier. Our office checklist template features:
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Step-by-step instructions that walk you through the entire template
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Simple customization to add your branding and personalize customer info
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A printable report for your records or to send to customers
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Built-in formulas that save you time calculating totals