Streamline Your Operations with the Excel Bill Tracker for Customer Service

Excel bill tracker for Customer Service

Hello everyone? Today I'm going to share with you  the service record tracker I created. This tracker   is specifically designed for businesses that  offer recurring services or periodic maintenance   such as AC maintenance, pest control, cleaning  services and more. With this spreadsheet you   can easily keep track of your services to your  customer, monitor the next due date for service,   remind yourself to schedule appointments with your  customer for the next service and view the overall   service record of your customer. I personally  use this spreadsheet to track my AC maintenance   business so I will be using AC maintenance as  an example to demonstrate how it worked to track   recurring services or periodic maintenance. If  you live in a tropical area, you will probably   familiar with the need for regular air conditioner  cleaning and maintenance to keep it running   smoothly. In fact customers typically require  AC cleaning every six months. Let me walk you   through how to use this spreadsheet step by step.  First you will need to go to Customer List tab and   input your customer details such as their name  email address, phone number, address and area.   This allows you to easily manage your customer  details. Next go to the Item List tab where you   can fill in the item name, description and service  interval in months. For instance, if your service   needs to be done in every six months then you  will need to input 6 in the service interval   column. Once you have completed this initial step,  you can start inputting the service record data   into the service record tracker. Begin by filling  in the service number, last service date, select   the customer name from the drop down menu, select  the item name from the drop down menu. After you   have selected the customer name, the area of  the customer will automatically be displayed   if you have fill it in on the customer list tab.  After you have selected the item name, the service   interval of the particular item will be shown and  the next service due date will be automatically   calculated. This helps you monitor the next service  date, so that you can remind your customer to make   an appointment for the next service. If you have  sent a reminder to your customer, simply check the   check box and enter the appointment date and job  completion date. There is also a due date overview   tab to help you monitor the services that are  due in coming days. Simply input the number of   days you want to check. For example, if you want to  check services that are due in one month, simply   input 30 in the white box and it will list out  all the customer and services that are going to   be due in the next month. The overdue services help  you track those customers who have not had their   service done after the service due date. It  will automatically out all the records there are   overdue, meaning there is no job completion record  after the service due date has passed. From this   record you can follow up with your customer to  see if they still need your service. There is also   a customer overview tab that allows you to view  service record of every customer. Just select the   customer name from the drop down list and it will  list out all the service records of that customer   along with details like total service done,  the last service date, the next service due   date and the next appointment date. Finally  the upcoming overview tab helps you monitor   the services that are due in the next 12 months  as well as reminders sent and appointment make   in the next 12 months. This help you plan  ahead and organize your schedule to serve   your customer better. In conclusion, the service  record tracker is an incredible useful tools for   tracking your business services particularly if  you are in the industry that provide recurring   services or periodic maintenance services.  It helps you keep track of your previous   service record and coming service due date so  that you can follow up with your customer and   bring in more sales to your business. I strongly  recommend all businesses that offer recurring or   maintenance services to use this spreadsheet  to track their services. It's an effective tool   for monitoring previous and upcoming services,  following up with your customer and growing   your business. Thanks for watching until the end,  do check the link in the description or comment   section below to find out more about this  spreadsheet. If you find this video helpful   do give a like button, share with your friends and  subscribe to my channel. See you in the next video!