How-to
How to run the everyday requests
Short, practical guides for the work that keeps a small business running: what to ask, what to track and the steps to finish. Each one comes with a free template.
Operations
- How to keep a vehicle maintenance log for a small fleetLog every oil change, inspection and repair for your vans and trucks with mileage and cost, and schedule routine service so nothing is missed.🚚 With the free template
- How to manage maintenance requests at a small businessCollect repair requests with a QR code, triage them by priority, schedule the fix and record what it cost. A simple process for stores, offices and small landlords.🔧 With the free template
- How to handle IT requests without an IT departmentWhen IT is the owner, the office manager or an outside tech, here's how to collect IT requests in one place, prioritize them and keep everyone updated.💻 With the free template
- How to track inventory reorders so shelves never run emptyLet anyone flag low stock from a phone or a QR code on the shelf, place the order, track it while it's on the way and mark it stocked.📦 With the free template
Sales
- How to collect customer feedback (and actually follow up)Collect complaints, compliments and ideas with one short form, decide who follows up, and make sure every customer hears back.💬 With the free template
- How to handle returns and exchanges at a small businessA simple returns process: a request form with the order number and reason, inspection when the item arrives, and a record of every refund.↩️ With the free template
- How to track customer orders without a spreadsheetTake phone, counter and web form orders in one place, confirm them by email, then pick, pack, check and ship each one with nothing missed.🛍️ With the free template
- How to track sales leads without a CRMA simple sales pipeline for small businesses: every prospect with its contact, deal value and source, from qualify to proposal to won or lost.🤝 With the free template
Finance
- How to approve vendor invoices so nothing is paid twice or lateA simple invoice approval process: invoices emailed straight in, matched to the order, approved by a manager and marked paid, with due-date reminders.🧾 With the free template
- How to run payroll on schedule with a simple checklistA payroll checklist that shows up every pay period on its own: run payroll, confirm deposits landed and record the total, with notes for anything unusual.💵 With the free template
- How to set up a purchase approval process for a small businessA simple purchase request and approval process: ask with the cost and reason up front, approve or decline, record the order and confirm it arrived.🛒 With the free template
People
- How to manage time off requests for a small teamCollect vacation, sick and personal day requests with the dates and coverage, approve them in one click and keep a record, without HR software.🌴 With the free template
- How to onboard new employees at a small business (first 30 days)A repeatable onboarding process from signed offer to the 30-day check-in: paperwork, equipment, first week and manager follow-up, tracked for every new hire.👋 With the free template
Marketing
Admin
Pet care
- How to manage grooming appointment requestsTake grooming requests online with the pet's breed and service, schedule them, track them on the day and tell owners the moment their pet is ready.✂️ With the free template
- How to manage pet boarding reservationsTake boarding reservations online with dates, vaccine status and care notes, confirm them, check pets in and out, and keep every detail on one record.🐾 With the free template