Invoicing: Speaking of templates, Excel comes equipped with a wide variety of templates for invoicing services __ like laundry service for your work grubs. Create Recommendations: Whether you put it on your receipts or on your work orders, Excel's ability to add drop_down menus to a cell can make it easy for your employees to select an extra bit of maintenance that a customer's car could use. Maintain Service Histories: The same drop_down menus that power the ability to offer maintenance recommendations can be used to create standardized service histories that are easy to read and use. Work Orders: A simple Excel template will allow you to create standardized and easy_to_read work orders that can be printed, modified, and saved with ease.
Financial Templates are the lifeblood of my work! What is so great about financial templates? They save time! That's their most important benefit to me. But the vast majority of people who do not have the pleasure of working as accountants all day long, financial templates simply provide a tool they can get things accomplished with. Let's look more closely at what I mean: Financial Templates as Time Savers _ I have templates for almost everything I do. What that means is that whenever I need any kind of a form or a spreadsheet, I first look for something I already created in the past and use it as a starting point. That's what a template is.