Job Sheet
Capture a job while you are still standing in it: what was asked for, what was done, what went into it and how long it took.
WT-05 2 pages
Invoicing and money · IM-12
Customer Record Card
A free printable customer card — contact details, access notes, a history of work done and charged, and what the next visit should know.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Keep one card per customer so the history of what was done, what it cost and when the next visit is due lives in one place.
Who it is for
Trades, cleaners, groomers, gardeners, mobile mechanics, therapists and anyone with repeat customers.
How to use it
- Record the access details — gate codes, parking, the dog — where the next person will look for them.
- Add a line every visit, including the invoice number.
- Note the next due date on the card, then transfer it to a diary.
- Keep only what you need to do the work.
What is on the sheet
The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.
Questions
Is it safe to keep customer details on paper?
Paper records are covered by the same rules as computer ones in many countries, and those rules differ. Hold as little as you need, tell people what you hold, keep the cards somewhere secure, and destroy them when you no longer need them. Check what applies where you are.
Related sheets
Price List Sheet
Publish your prices with the inclusions spelled out beside them, which is what stops the conversation about what was and was not covered.
IM-04 1 page
Invoice and Payment Tracker
See at a glance which invoices are out, which are late and when each was last chased, which is the information that actually gets invoices paid.
IM-07 1 page
One new sheet, most weeks
We are building this library out steadily. Leave an address and we will send the new sheets as they are finished — nothing else, and no more than one email a week.
Sign-up is not live yet — we have not connected an email provider, so this form is switched off rather than quietly collecting addresses.