Weekly operations review
A 30-minute review for owners and operations managers: the numbers that show whether the business answered, delivered and got paid this week.
Fill it in on the same day each week and keep the sheets together to spot trends.
Free, no sign-up. A4, ready to print.
Weekly operations review
Week starting
Reviewed by
Branch
Enquiries
- Enquiries received
- Replied to within one hour
- Lost, and the main reasons
Quotes
- Quotes sent
- Quotes approved
- Waiting more than 3 days
Jobs
- Jobs completed
- Jobs moved or cancelled, and why
- Second visits needed
Field
- Jobs completed without photos or sign-off
- Customer complaints
Money
- Invoiced this week (AED)
- Collected this week (AED)
- Completed but not yet invoiced
- Overdue more than 30 days, by customer
E-invoicing
- Rejected e-invoices and reasons
- Business customers missing a TRN
Three actions for next week
- Action, owner and date
- Action, owner and date
- Action, owner and date