Service DeskClient work tracker
Jobs for clients with due dates, stage, fee and a message to ask for documents or remind: for small accountancy, tax and similar practices.
What it is for
A small practice has many clients and many dates, and the date that is missed is the one that costs money or goodwill. The tracker lists every job with its due date and stage, puts the nearest first and shows fees still to collect. It is built for a small accountant or tax consultant, a typist, a design or repair shop with jobs that have due dates.
How to use it
- Add each job: client, the work, the due date and the stage. Type the due date from the official calendar or from your agreement; this tracker does not know statutory dates.
- Write the fee and what has been received.
- Move the stage as the job moves: documents asked, in progress, ready, done.
- Jobs due within 7 days or overdue show under "Needs attention", with messages to ask for documents or to remind.
Read next
- Asking clients for documentsMost delays in a small practice are waiting for papers. A clear request, sent once and fol
- A weekly routine for many clients and deadlinesThe busy season is a list problem. If you can see every job and its date, it is manageable
Your records stay in this browser. Read how to keep them safe.
Common questions
Where are the records kept?
In your own browser on this device. Download a backup now and then.
Can I move the data to a spreadsheet?
Yes. Use "Download as a spreadsheet file (.csv)" at the bottom of the register.
Keep going
- Asking clients for documentsMost delays in a small practice are waiting for papers. A clear request, sent once and fol
- Other registersFour more
The registers keep their data in your own browser and send nothing to us. Names, numbers and prices in the examples are made up. No law, tax, consumer or guest-registration rule is stated here: check local rules where they matter. Checked 14 November 2026.