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Track every job from enquiry to paid in one sheet

Quotes, booked jobs, finished jobs and unpaid invoices live in your head, your inbox and a notebook. Get one sheet that shows where every job is and what to do next.

Updated 17 Oct 2026

The prompt · ChatGPT

Help me build a job tracker from enquiry to paid.

My business: [what you do]
How a job moves: [e.g. enquiry, visit, quote, booked, done, invoiced, paid]
What I need to see each morning: [e.g. quotes to chase, jobs to invoice]
Jobs a month: [rough number]

First ask me up to 4 short questions. Wait for my answers.

Then:
1. Stages and their definitions.
2. Columns, with dropdowns for stage and source.
3. Formulas: days in current stage, value by stage, total owed.
4. Colour rules: quotes over 7 days, invoices over terms.
5. A 10-minute morning routine.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. what you do: a short note you already have. e.g. enquiry, visit, quote, booked, done, invoiced, paid: a short note you already have. Leave the rest of the prompt as written.

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