Why the spreadsheet stops working
- Only one person really understands it.
- It cannot tell you what is overdue without somebody checking.
- The real updates happen in WhatsApp and email, not in the sheet.
- There is no record of who changed what, or when.
Step 1. Gather what you have
Export every spreadsheet to CSV: sites, assets, PPM schedules, contractors, clients. Do not tidy it first. A good import handles the mess.
Step 2. Move the intake first
Start with how jobs arrive. Point your job emails at one intake address, so every new job lands in the system as a draft for approval, from day one.
Step 3. Put the engineers on it
Pick a system that works on the phones your engineers already have, with nothing to install. If it is harder than a paper sheet, they will not use it.
Step 4. Run both, then switch
Keep the spreadsheet going alongside for a few weeks. When nobody has opened it in a fortnight, you have switched.
docket sets you up from your spreadsheets, free, and keeps working until you are fully running, and for at least your first 30 days. The 60 days come first, with no commitment. See how