Short guides for owners, no jargon
Formats, routines and checklists on orders, payments, enquiries, stock and staff tasks. Use them with a notebook or a sheet. Read before you decide on any software.
Order register format: the columns a small business needs
The thirteen columns of an order register, what to write in each and why it matters, with three rules that keep it updated from order to payment.
How to track rooftop solar projects from enquiry to subsidy
The usual stages of a rooftop solar job, what to record at each one, payment wording for the quote, and a weekly review that shows which file is stuck.
AMC renewals: how service businesses lose money already earned
Four quiet ways a service firm loses AMC income, the register that shows every contract and visit, and a renewal routine that starts 60 days early.
Stock register format for a wholesale or trading business
The item master and the stock movement register a wholesaler needs, column by column, with four rules and a weekly count that keep the book equal to the godown.
Dealer orders on WhatsApp: how to stop missing them
Five habits that stop dealer orders getting lost on WhatsApp: one number for orders, a fixed format, the order register, a confirmation and an evening check.
How to stop orders and payments slipping through WhatsApp
The four gaps where orders and payments slip between the chat, the dispatch and the bill, five things to write down for every order, and a daily routine.