slumpbuster i see where your coming from, fact is i designed a custom system that i had a programmer write for me, later we fell out over money and i had to stop using the system, so tried wcp, and although i can see it is very good i just couldnt get on with it. so heres how i do it on excel.
i have a master sheet with all the custys on and all there details that i only see. active or not is indicated by colour as are one off customers
we now offer a choice of 6 or 12 weeks to customers so i have 12 separate week lists arranged in the best possible order for efficientcy if they are 6 weekly they appear twice in the 12 week list, once for 12 weekers. so start of week 1 we print all the customers in order for that week rather than doing a job sheet every night, and then simply work through the list in its pre arranged order as long as weather allows, when that week list is done, print the next one and so on, sometimes were behind sometimes were ahead. we spread the work evenly throughout the weeks so they are all roughly the same value.
So what about the end of the day and outstanding payments? if someone pays us on the day they are simply crossed of in pen on the printed worksheet. if not then i open that weeks sheet and copy and paste them into another for outstanding payments, this page has colums for date in was done, invoices, late payment letters sent and so on.
it really is so simple, maybe spend about 20 minutes at the end of each day.
obviously there is more to it, so anyone who wants to learn more about how i do this and its advantages is welcome to email me to talk about it in more detail.
lee@pryors-uk.com