Weekly Tasks List
Weekly Tasks for Store Supervisor / Manager
Repairs / Custom
☐ Completed Jobs: Contact or SMS customers with completed jobs to advise their item is ready for collection.
☐ ETAs: Check all jobs with ETAs this week and confirm you will meet the deadline.
☐ Quotes follow-up: Follow up outstanding quotes. Use Communications to record your actions.
☐ Finalised jobs: Check that ALL picked-up jobs have been correctly finalised in The Edge.
Special Orders
☐ Completed Orders: Contact or SMS customers to collect completed orders.
☐ New Special Orders: Check all new Special Orders entered the previous week and confirm they have been ordered from the supplier.
☐ Finalised orders: Check that ALL picked-up Special Orders have been correctly finalised in The Edge.
Laybys
☐ Payments due: Check for payments due and contact the client to remind them.
☐ Finalised laybys: Check that all picked-up laybys have been correctly finalised in The Edge.
Gift Vouchers (last week of month)
☐ Check for any gift vouchers expiring in the following month. If found, contact the customer to remind them to use it.
Weekly Tasks for Manager / Owners
Rapid Reorders
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Ideally this is a daily task; however weekly is better than monthly. |
☐ Reordering of Stock: Reorder fast-selling items. Close and send purchase orders.
System Maintenance
☐ Reboot ALL computers.
☐ Back up to an external hard drive. Daily is recommended, but weekly is the minimum.
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Monthly Task List
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