Office checklist template (free download) - Housecall Pro

SMALL BUSINESS TEMPLATES

Small business office checklist template

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.

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What an office checklist template is used for

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.  

Office checklist example

Include the following areas in your daily office management: 

Opening Tasks

Customer Related Tasks

Social Media Tasks 

Follow Up Calls/Emails

Closing Tasks

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Download small business office checklist template