For trades businesses in Austria
Templates for day-to-day business
Practical tools with examples for your own organisation, from website enquiries to an overview of ongoing jobs.
10 articles
CRM for trades businesses: keeping website enquiries organised
Compare a shared spreadsheet with a CRM for an Austrian trades business, using a fictional website enquiry to test tasks, handovers and costs.
5 min readCreate an Excel customer database: template for small trades businesses
Try an Excel customer database template for small trades businesses: keep contacts and enquiries separate, check next actions and protect customer data.
5 min readCreate a job sheet: a template for trades businesses
Create a job sheet for your trades business: a 20-field template, a change sheet and a fictional bathroom renovation example set in Austria.
5 min readHandling website enquiries with AI and human review
Try AI as a writing assistant for website enquiries in an Austrian trades business, with fictional examples, data checks and human approval.
5 min readProject status report: template for ongoing trades jobs
Create a project status report for a trades job. Use the template to record tasks, delays, responsibilities and conditional dates.
5 min readPrepare a cost estimate: template for trades businesses in Austria
Prepare a cost estimate for your Austrian trades business: template, fictional worked example, VAT calculations, binding status and additional costs.
5 min readWriting a payment reminder: Friendly templates for Austria
Three friendly payment reminder templates for Austria. Check payments and due dates, account for part payments and leave room for the customer to reply.
5 min readCustomer not paying: a clear process for small businesses in Austria
Check the outstanding balance, clarify the customer's response and choose the next step. A practical guide for small trades businesses in Austria.
5 min readCreate a revenue report: orders, invoices and payments at a glance
Create an internal revenue report with an Excel template. Keep orders, invoices, payments and confirmed work separate in a fictional monthly example.
5 min readGrowth strategy for small trades businesses: plan jobs and capacity together
Plan growth in an Austrian trades business by checking demand, team capacity, the owner's time and cash flow. Includes a fictional four-week example.
5 min read