Guides

Practical guides for running a service business.

Training records, certificates, timesheets and appointments: how to keep on top of them, whatever you use to do it.

Care · 7 min readHow to build a care training matrix that stands up to inspectionWhat to put in a training matrix for a care service, how to keep it current, and the evidence inspectors look for. A practical guide for care home and domiciliary care managers.Trades · 6 min readHow to stop expired certificates catching you outA simple system for tracking engineers' and staff certificates, Gas Safe, CSCS, first aid and more, so nothing lapses unnoticed and nobody unqualified is sent to a job.Staffing agencies · 6 min readAgency timesheets: a weekly routine that doesn't hold up pay dayHow staffing agencies can collect, check and approve temps' timesheets every week without chasing signatures, and turn them into pay and invoices that match.Clinics, salons and garages · 5 min readWhat no-shows really cost, and five ways to cut themHow to work out what missed appointments cost a clinic, salon or garage, and practical ways to reduce them: deposits, reminders, easy cancelling and a waiting list.Care · 6 min readChoosing training software for a care service: ten questions to askWhat to check before you choose training and compliance software for a care home or home care service: role-based training, your own content, certificates, managers' views, evidence and cost.Trades · 7 min readChoosing software for a window cleaning business: 8 things to checkWhat to check before you choose software to run your window cleaning rounds: repeat schedules, route order, getting paid, proof of the clean, staff and what it really costs.Trades · 7 min readChoosing software for a grounds maintenance business: 8 things to checkWhat to check before you choose software for grounds maintenance contracts: sites and seasonal schedules, crews and vans, certified operatives, evidence for clients, extra works, seasonal staff and real costs.Trades · 5 min readQuoting and invoicing on site: a checklist for tradesHow small trade businesses can quote, get acceptance and invoice on the day, so work isn't done for free and money comes in sooner. A practical checklist.Warehouses · 6 min readHow to name warehouse locations so pickers never get lostA simple, scannable naming scheme for warehouse locations: areas, aisles, bays, levels and bins, walk order, and labels. A practical guide for small and growing warehouses.

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