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Tools / Starting & running a business

Customer Job & Delivery Planner / Free

Turn the promise
into work delivered.

The order you won. The approval you need. The time you actually have.

Keep agreed work, next steps, and changing expectations clear—from your first customer job to a full week of commitments.

Read the delivery-planning guide ↗
Start with the work in front of you.

Begin with empty fields, bring in a quote for review, or explore a separate example.

What can move today?

A customer’s approval holds up production. Identify the conversation that will release the next step.

Does it fit this week?

Twelve available hours, four already reserved, and nine needed for customer work. See the one-hour shortfall.

“Could you add this?”

Keep an extra request outside the agreed work while you check the price, effort, and delivery date.

Restores jobs, people, decisions, and history. Download a new copy after changes.

Choose the relevant quoted items and review the scope. Importing does not record customer agreement.

Bring this work into your wider business review. Open Owner Overview ↗ Download this tool’s editable file, then choose Add a source file in your overview.

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.