Service Scheduling Excel Spreadsheet Template
Customer, Service and Team Registration
Before you start using the worksheet, you must register all the services that you provide, as well as the teams and also the database of your clients.
Then you start using the spreadsheet, launching all your appointments marked by date and associating them with your customers, services and staff.
Automatically, the worksheet will generate a service calendar showing you which times are busy and which are free.
Another automatic feature is your daily agenda. Every day that you open your spreadsheet, it will have a list with everything you have already marked for today.
Effectiveness of Visits
Finally, the worksheet will show you a monthly report and graph of your completed and unplanned schedules.