{"product_id":"maintenance-round-scheduler-excel-template","title":"Maintenance Round Scheduler Excel Template | Customers, Next Due Dates, Week Planner and Payments","description":"\u003cp\u003eFor anyone running a regular round of repeat customers. Keeping track of who is due, who is overdue and who has paid gets messy fast. This workbook works out each customer's next due date, flags overdue visits, plans your week by day and logs the money as it comes in.\u003c\/p\u003e\n\u003ch4\u003eWhat it covers\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eCustomer list with next due dates worked out from visit frequency\u003c\/li\u003e\n\u003cli\u003eOverdue flags so no customer gets missed\u003c\/li\u003e\n\u003cli\u003eWeek planner by day showing customers, money and what is due\u003c\/li\u003e\n\u003cli\u003ePayments log for money collected\u003c\/li\u003e\n\u003cli\u003eRound dashboard showing the whole round at a glance\u003c\/li\u003e\n\u003cli\u003eSetup lists for frequencies, days and payment methods\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eWho it is for\u003c\/h4\u003e\n\u003cp\u003eSuits window cleaners, gardeners, pool and pond maintenance, gutter cleaners, mobile valeters and any business with repeat rounds.\u003c\/p\u003e\n\u003ch4\u003eWhat is inside\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eEasy Setup, your lists in one place so every dropdown matches how you work\u003c\/li\u003e\n\u003cli\u003eHow To Use and Quick Start guides, from download to working in ten minutes\u003c\/li\u003e\n\u003cli\u003eRound Dashboard\u003c\/li\u003e\n\u003cli\u003eCustomers\u003c\/li\u003e\n\u003cli\u003eWeek Planner\u003c\/li\u003e\n\u003cli\u003ePayments\u003c\/li\u003e\n\u003cli\u003eNotes and Actions, Log and Diary and Goals and Targets tabs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eHow it works\u003c\/h4\u003e\n\u003cp\u003eOpen the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.\u003c\/p\u003e\n\u003ch4\u003eWhat you get\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eOne editable Excel (.xlsx) workbook with 10 tabs\u003c\/li\u003e\n\u003cli\u003eBuilt for Microsoft Excel, no macros and no formulas for you to write\u003c\/li\u003e\n\u003cli\u003eExample rows included so you can see every feature working\u003c\/li\u003e\n\u003cli\u003eCommercial licence, use in your own business, not for resale\u003c\/li\u003e\n\u003cli\u003eInstant digital download, no physical item shipped\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eSmall print\u003c\/h4\u003e\n\u003cp\u003eTemplate only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.\u003c\/p\u003e","brand":"SiteSums","offers":[{"title":"Default Title","offer_id":58622771593560,"sku":null,"price":19.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1005\/9166\/5496\/files\/maintenance-round-scheduler-excel-template-07-ipad-pro.jpg?v=1790977935","url":"https:\/\/sitesums.co.uk\/products\/maintenance-round-scheduler-excel-template","provider":"SiteSums","version":"1.0","type":"link"}