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How to Create a Custom Checklist From Excel With Four Free Templates Included

Creating Custom Checklists has Never Been Easier Checklists are essential tools for helping busy professionals stay on top of key details and tasks. If you've been using handwritten checklists as your go-to process, consider using an Excel checklist and an associated AppSheet app. Apps can be built using a cloud-based spreadsheet such as Excel and Google Sheets, relational database, Salesforce, or SmartSheet as the underlying data source.  In this post, we show you four examples of checklist apps across the following industries: healthcare, freight and shipping, construction, and real estate. Healthcare Industry Checklist App Fill out key details with open text, Y/N boxes, images, signature capture, and more. Easily configure workflow emails and reports from your checklist entries. Navigate to explore previously submitted checklists.   Freight Industry Trucking Checklist App Track vehicle issues over time. Utilize the dashboard view to prioritize repair needs. Perform a routine check anytime, anywhere with the app Construction Checklist App Quickly add new site locations. Create quick tasks on-the-go for future reference. Collaborate with project managers, foremen, and others.  Real Estate Tenant Checklist App Input new tenant information. Track available inventory of housing units. Collaborate with project managers, foremen, and others.    So there you have it. Easily create your own custom checklist apps using your existing data sources. If you're interested the step-by-step process to creating an AppSheet app, check out this guide on how to create an app.   

How Apps Have Improved Five Key Aspects of the Construction Industry

What would the construction industry be without great tools and processes? After all, this is an industry where every inch, day, and dollar counts. The success of contractors and construction companies hinges on efficiency and attention to detail. As a result, technology has already made a huge impact on the field. Recently, drones, robotics, and GIS technology have altered the landscape of construction by optimizing mapping, planning, building, and data management. We can look forward to further advancements with the help of augmented reality, artificial intelligence, the Internet of Things, and much more. But what’s happening right now in the construction industry? Apps, apps, apps! According to the Pew Research Center, 81% of Americans now own smartphones—up from just 35% in 2011. This shouldn’t come as a surprise. Our lives are dominated by the small but powerful computers that we keep in our pockets and purses. We can instantly access our money via mobile banking apps, post a selfie or three on Instagram, watch some videos on YouTube, and chat with friends on iMessage. Clearly, smartphones and apps have transformed the way we live but now this technology is changing the way people in the construction industry work, too. General contractors use apps to set estimates and manage bidding. Workers navigate job sites via mobile maps. Construction teams collaborate and scope tasks using digital punch lists. Foremen log and fix safety concerns on smartphones and tablets. This post explores the top five aspects of the construction industry that have been transformed by mobile applications. Whether you work in private, residential, commercial, or industrial construction, you’ll find inspiration on how to digitally transform your workplace. We've also put together a bunch of Excel templates and sample apps so that you can start working digitally today.  1. Project estimates and bidding Before any construction project kicks off, companies and prospects need to get on the same page in terms of the scope and price of the proposal. Historically, construction professionals have resorted to all types of methods and formats for estimate and bidding work—from pen and paper forms to spreadsheet templates, Word or Google docs, and PowerPoint slides. These solutions require a lot of manually entering and distribution of project estimates. Thanks to mobile apps, however, much of this work can now be automated and digitized. How applications help with construction estimates and bidding: Track materials lists. Estimate the cost of permits, administration, legal fees, engineering, etc. Send estimates directly to your clients via standardized email templates or PDFs. Capture signatures using touchscreens. Include photos to clearly communicate concepts, locations, and materials. Download our free construction cost estimation Excel spreadsheet template or copy and customize the AppSheet quote and proposal app: 2. Punch lists Punch lists are essential tools for construction companies because success hinges on contract fulfillment and accountability. In order to pass final inspections and receive payment, all contract items on a punch list must be completed. Punch lists include work that’s incomplete or not started, areas of the project that were done incorrectly, or materials and work site features that became damaged during the job. In short, construction projects and inspections rest heavily on the quality and accuracy of punch lists. Originally, workers would literally punch a hole in the margin of a piece of paper next to a completed construction task on the list. Mobile punch list apps have since digitized this process. Now, you can keep and manage punch lists right on your smartphone. How punch list applications help with construction management: Create a single reference point for outstanding tasks that can be referenced by multiple stakeholders including owners, architects, subcontractors, and workers. Track and filter tasks by priority to ensure that all outstanding issues are resolved prior to inspections. Assign and change team or individual ownership of tasks in real time, which reduces errors and eliminates duplicate work. Update the punch list from anywhere at anytime with the most up-to-date information. Download our free construction punch list Excel spreadsheet template. Check back soon for our punch list app! 3. Safety reports and accident near misses The safety of a job site should be the top priority for everyone working in the construction industry. Of course, no one wants accidents on their watch. Unsafe working conditions put people in harm’s way, and also leave construction companies vulnerable to costly litigation. Apps that track construction site accidents and near misses are designed to save lives, time, and money. Near miss and accident reporting apps facilitate clear and timely communication between workers and managers so that incidents don’t fall through the cracks. How mobile apps help manage construction safety reporting: Workers signify the location and circumstances of almost-accidents so that near misses don’t become full-fledged accidents. Workers can document the specific nature of their accident near miss report, including uploading photos of the problem. Managers have all the information they need to make smart process improvements and secure job sites. Managers and foremen prioritize fixes to the safety issues based on urgency. Download our free construction safety report Excel spreadsheet template. Check back soon for our safety report app! 4. Mapping and site inspections Construction professionals thrive on their keen understanding of spaces and places. Blueprints are some of the most basic, yet essential, plans used during any construction project. Contour maps help workers, planners, and stakeholders better understand the job site and project progress. We all use maps on our phones to get around. Mobile map applications are so common that their impact can easily be taken for granted. The technology has so much potential beyond everyday consumer use. Digital maps are now integrated into mobile and desktop construction software to amazing ends. How applications can help with construction mapping and site inspections: Digitally map job sites for greater transparency into project scope, progress, requirements, and budgeting. Gather and track distances and measurements. Report progress on specific geographic areas of job sites. Access maps across multiple platforms (i.e. laptops, smartphones, and tablets) so that you have seamless information no matter if you’re working in the office or in the field. Save map data to work offline. Create maps from images that you upload. This can be used to map floor plans with interactive capabilities such as commenting. Download our free construction site inspection Excel spreadsheet template or copy and customize the AppSheet construction floor plan app. 5. Time sheets Construction companies of all sizes require sound HR solutions. Foremen require accurate time sheets, while workers expect timely payroll processes. The smooth management of these vital components of your business fosters trust between management and staff, helps reduce turnover, and creates records for the legal protection of everyone. There are several options when it comes to handling employee time sheets. Word processor templates and paper solutions are unreliable given the sensitivity of the information being collected. Spreadsheets can quickly become unruly if not property maintained. HR software comes with a high price tag and may not be tailored to the construction industry. How time sheet applications help with construction management: Employees can fill out time sheets on their own smartphones, which saves companies the overhead cost of investing in additional hardware. HR, management, and employees receive app interfaces relevant to their roles. This reduces distraction and keeps protected information private. Increase transparency and employee morale through accessible and easy-to-use shift and timekeeping apps. Download our free construction time sheet Excel spreadsheet template or copy and customize the AppSheet time sheet app. Build your own construction app suite Mobile apps for the construction industry promise constant, clear communication between workers, foremen, architects, owners, and other stakeholders. These tools have already become essential on job sites and their importance will only grow as our world becomes more connected. There are tons of options for how to fulfill each of these needs through technology—from buying out-of-the-box software to hiring developers to build custom apps. AppSheet provides an alternative to these options. Instead of building or purchasing individual apps, you can create your own unique apps with our platform. If you haven’t already started using mobile application technology on your construction jobs, don’t worry. AppSheet lets you build a whole suite of applications all under one roof.

3 Free Inspection Templates for Mobile Apps, Excel, and Google Sheets

Inspections require countless facets: signatures, passing/failing inspections, the diversity of potential infringements, and keeping your team in the loop. This is where tools like spreadsheets (lots of people are still using paper-based forms to collect information for inspections) and mobile apps come in: they can streamline these facets and act as a one-stop digitization shop. Here at AppSheet, we understand the complexity of inspection. That's why we created three free spreadsheet templates and mobile apps for you to customize. Got an important inspection you need to prep for right away? Skip ahead and get your template now: House Inspection Checklist Inspection Site Checklist Safety Audit Checklist House Inspection Checklist Spreadsheets and mobile apps give you all the information you need in one place. In this sheet, we added color-coded quality ratings, outstanding comments, and a section to display vital information about each house: address, number of rooms, house description, and address.  You can quickly see which houses didn't pass inspections, and which parts of the house need safety improvements. No more filing through a stack of papers to figure out what needs to change! As always, all the sheets are customizable. Make a copy, add your data, and it's all yours.   Bonus: Get the mobile-friendly version and collaborate at the next level! I love this spreadsheet, but there's so much more to inspections than ratings and comments. However, there's only so much you can include in a simple spreadsheet. With AppSheet's no-code application platform, we built a mobile app version (like all AppSheet apps, it's tablet friendly and can be used on desktops!) that brings your inspection experience to new heights. Using the mobile version means less paperwork and more efficiency. More and more business are switching to apps to mobilize their inspections. Mobile solutions make data collection much easier as inspectors can upload images, text, location, and their signatures all in one place. We've incorporated several useful features for this app: Map view where you can see all your inspections sites. Signature collection for minimal paperwork. Workflow email: If the inspection fails, an email warning is triggered. Inspection Site Checklist There's a lot of information to keep track of when managing inspection sites. Contacts, status, crew size, and due dates are just a few of the data points that need to be organized. So I created this spreadsheet to help you do that! It includes all audit site contacts, status, crew size, and a short description of the work. Why not use the free tools available to you? Enter your own data and the spreadsheet is yours! Bonus: Do more with the mobile version. There's nothing more time-consuming than making small updates at a large effort. With apps, changes can be made quickly and easily no matter where you are. The mobile version has features such as: Easy data entry: Click yes/no and go. Signature collection: If your inspection form is integrated into the app, why not the signature too? Images: Adding images can help emphasize key issues of an inspection site. Centralized Data: View all historical inspections for each job from one place. Safety Audit Checklist There's a lot at stake when dealing with key safety information. No room for mistakes! This spreadsheet will help you keep track of key safety touch points such as pass/fail, depots, and personnel trained. It's easy to see whether the site passed inspections or not, and you'll be able to share this information with your team quickly and efficiently.  Bonus: Organize better and faster with the mobile version! Mobile apps allow you to quickly change and manage your data. Field managers need to be able to see which sites are failing, passing, and in progress at all stages. We made a mobile version that auto-organizes your inspections into 'passed' and 'failed'. It shows all inspections in a map view, and an option to organize training dates. Here are three reasons why we love the app version: Auto-organization allows you to quickly handle failed inspections. Sharing options make it easy to collaborate with your team. Images can highlight aspects of the inspection that you want your team to remember.   Closing Thoughts I found these apps to be incredibly all-inclusive. I was quite impressed by the easy navigation, simple data entry, and auto-organization, and I hope you find them incredibly useful. Better yet, you don't need to hire a developer or know how to code to use AppSheet! Learn more about how it works here. I'd love to hear about what successes or pain points you've found, with both spreadsheets and mobile apps for inspections! Leave your thoughts in the comments below.😀 Want to know how others use AppSheet for inspections? Read about: Smart Inspections – A Safe Bet for Manufacturing Field Inspection: Millicom’s TigoUne Sees Field of Opportunities with AppSheet Multinational Pharmaceutical Firm Roche Streamlines Site Inspections with AppSheet-Powered Apps

How to Manage Stock: Three Free Inventory Management Excel Templates

Inventory Management Has Never Been Easier Inventory management apps (like Inventory Management App and Store Inventory App ) have been on AppSheet’s top 10 most popular sample app list since we started tracking this in 2016. Over the last two years, we’ve seen tremendous growth in the number of inventory management use cases with no end in sight. The Inventory Management App has the following powerful features: The app automatically enters dates and uses the phone/tablet camera as a Barcode reader. A daily email report reminds the user to reorder stock. You can navigate the different inventory items by Category. An independent view to see all items that need to be restocked. Current stock data is connected with sales and purchasing data. Why the trend? Businesses and organizations are automating data capture by tracking and updating inventory data in real-time through bar code scanning or image capture. What does an Excel spreadsheet have to do with this? Well, it’s actually a great starting point for creating an app that automates the inventory management process for you. My recommendation: Start with a spreadsheet and turn it into an app using an app maker platform like AppSheet’s. Of course, we’re not the only platform out there but we’re the only one that can easily take a spreadsheet and turn it into an app! If you are considering making an inventory app on your own, you will need to begin the process with a spreadsheet and there are some great Excel inventory management templates. The following sections describe some free inventory management excel templates that can help you get started. Of course, you can just use the templates and adopt them to your own business needs or you can turn them into apps—it’s up to you!  General Inventory Manufacturing Inventory Warehouse Inventory General Inventory Excel Never tracked inventory but want to start tracking it now? This easy-to-get-started template has all the key items you need to track. It’s made up of three tabs: Daily Stocktake records stock coming in and going out of a company on a daily basis. Stock Database allows you to enter more detailed information about each item. Stock Inventory links Stock In and Stock Out columns to Daily Stocktake, and after you enter Initial Stock, the spreadsheet will calculate Final Stock for you. Of course, to meet your business needs you can add or update columns. For example, to manage reordering, you can add columns for reorder levels and reorder quantities. Bonus: I modified the above excel template and convert it into an Inventory Management App. The app enables inventory managers to do the following: Use a bar-code scanner to record stock in and stock out (your phone or tablet can serve as a bar-code scanner); Automatically calculate current stock level; Display on a view what items need to be restocked; Send “Add Stock” email notifications to the purchasing department. Copy the excel template and the app, and customize your own way. If you want to learn how the app was made, read this blog.  Manufacturing Inventory Excel Template This template works for any business that purchases raw materials, manufactures in-house and then sells products to customers. For example, a bicycle producer, a furniture manufacturer or even a car company. This template is made up of three main tabs—Sales, Parts and Inventory. Orange columns allow you to enter data. Based on that, the template calculates and auto-fills data. In the Sales tab, you enter Sales_Quantity and the template calculates Sales Quantity per day and send the data to the Inventory table. In the Parts tab, there are Parts, Parts_Barcode and Low Inventory Alert. I suggest you use Parts_Barcode if you have a lot of parts. With Barcode, you can easily scan a part and update its sales and production data. Low Inventory Alert or Re-produce Point tells you market demand exceeds supply and you need to produce more. In the Inventory tab, the template auto-generates Initial Stock and Daily Inventory. Initial Stock is equal to the previous day's inventory. Daily Inventory is equal to Initial Stock plus Daily Production minus Daily Sales. Bonus: I converted this spreadsheet into a mobile app. You can use it on iOS and Android devices. The app fosters team collaboration—manufacturing team, sales team and warehouse inventory team can enter data simultaneously. It allows inventory managers to check inventory data anywhere and any time. It eliminates data entry errors and data migration errors from paper to computers. It enables sales managers, production managers and inventory mangers to pull historical data, conduct analysis and make decisions on that. The Inventory View shows each part group's Daily Inventory and previous day's Inventory. Warehouse Inventory Excel Template The template is for companies who have warehouses and put their raw materials in bins of different sizes in different bin locations. The template has three tabs—Inventory List, Inventory Pick List, and Bin Lookup. The Inventory List tab tracks the quantity of SKUs in different bins and locations and flags SKUs that need to be reordered. The Inventory Pick List tab allows users to easily locate where to pick up an item and the quantity of the item. The Bin Lookup tab acts as a bin database where information such as size, location and bin number are stored. Bonus: An App for Streamlining Inventory Updates This app can replace paper logging of product inventory, for quicker input, real time analysis of stock levels and alerts when items require a check or re-order. Features include: Barcode and NFC Tag scanning for quick inventory edits; Custom Formats to highlight popular products and the ones with low inventory level; Email Alerts on low inventory products; Charts on receiving and shipping. What’s Next? These are just some of my favorite Excel templates for inventory management. You can use them as is OR easily create your own apps. Check out our sample inventory management apps here and here—and note, they were all made from spreadsheets! If you have other favorite Excel templates, let me know by submitting a comment or tweet. I'm always looking for templates to add to this list! Related stories: Free Excel Templates for Small Business 10 Excel Templates for Simplifying Your Life How to Turn Google Sheets into a Stock Management App Ready to take your inventory tracking to the next level? Copy the following app and customize in your own way!   

Free Budget Templates for Excel, Google Sheets, and Mobile Apps

"Don't tell me what you value. Show me your budget, and I'll tell you what you value." -Joe Biden   A well-planned budget means less headaches and chaos down the road. Here at AppSheet, we are in the business of simplifying the menial tasks and giving you the tools to succeed so you can focus your budgeting efforts on the important stuff: the actual budget! That's why we created three free apps and spreadsheets to meet your budgeting needs. Ready to budget right away? Skip ahead to access the template and mobile app that's best for you! Media Budget Planner  Small Business Budget Planner Monthly Budget Planner Media Budget Planner Countless roles plan their media budget. Event marketing, Media planning, Digital Marketing, and the PR and Advertisement industry all could benefit from budget planning. I made this spreadsheet to simplify the process of planning, tracking, and managing media budgets—all at your fingertips! This excel planner keeps track of mediums, key partners, and the actual vs. planned cost. The actual vs. planned cost automatically updates using the query feature, so you don't have to worry about constantly changing your data.   Bonus: Get the mobile-friendly version! Being constantly on-the-go is a lifestyle, and having the right tools handy is a must-have. Here are three reasons why the mobile app version is right for you! Mobile Data Entry: Using a mobile app makes it far easier to see the data you need when you need to. Graphical Views: Enabling you to see the data with a quarterly or media filter. Modernize Your Data: The app version empowers you to visualize your data in a new light.   Small Business Budget Small businesses have big budgeting needs. Budgeting doesn't have to be complicated when you have access to amazing tools like excel and google sheets. All of the calculations are done for you; you only need to customize the data and input your budget. It's so easy! Bonus: Get the mobile-friendly version! Budgeting is a necessity on-the-go. Accessing and editing your budget using a spreadsheet on a mobile device can be such a hassle. Using a mobile-friendly version removes those barriers, simplifying your budgeting experience! Here are three reasons why budgeting is easier on-the-go: Time-Stamps: Every time you enter a cost, the app auto-captures the time for future reference. No more piles of paper receipts and manually organizing your expenses! The Budget View: This view pulls data from all cost inputs, put them in different buckets, adds them up, and compares every category's YTD cost against its annual budget. Universal Data Management: This app manages data in one place, so you don't have to navigate around different internal teams to get the information you need. Monthly Business Budget Planner Planning your budget month-to-month is key to a successful business. Visualizing your year can be overwhelming. Why not break it down into manageable chunks and make the process easier for everybody? This spreadsheet is accessible on both google sheets and as an excel download! This sheet has tabs for both expenses and income so you can easily compare the two.   Bonus: Get the mobile-friendly version! I love having my budgeting tools on my mobile device because oftentimes, I need them most when I don't have access to my computer. I need something that's simple, accessible, and easy to change and input new budgets. That's why I made the mobile app version of the spreadsheet above so you can utilize the tools for your business as I do for mine! Dashboard View: On the tablet, you can see all charts at once: Income, Expense, and by Group! Income/Expense Groups: Using a mobile app allows you to view data by group. This would be difficult and confusing on a spreadsheet.  Expenses by Month: Notice patterns in spending month-to-month, and accommodate for unwelcome changes.   Final Note One of my core values in business is being able to focus on the things that matter: that's where technology comes into play for me. The tool for making your business budget should be simple and easy-to-use, because the time and conscious thought that goes into your budget, as well as the implementation of your budgets and expenses, are what matter most.  I would love to hear more about how you do your budgeting. Let me know in the comments below! Related Stories Free Expense Tracker Apps and Spreadsheets for Consultants, Event Managers, and Contractors  10 Excel Templates for Simplifying Your Life  Free Apps and Excel Templates for Truck Drivers and Dispatch Managers

Free Expense Tracker Apps and Spreadsheets for Consultants, Event Managers, and Contractors

No matter what field you're working in, expense tracking is something that must happen to operate a sustainable business. Despite that necessity for this process, not everyone is an excel guru, and it can be very frustrating to manage your numbers and budgets when you don't work well with the software. With the right tools, however, expense tracking doesn't have to give you a headache. As a young adult in the workforce, I understand the struggle that comes with data entry, managing expenses, and keeping track of spending. That's why I created free Excel, Google Sheet, and app templates to make this process easier and free up time for all the other tasks that come with consulting, contracting, and event planning. Want quick access to your template? Jump ahead: Expense Tracker for Consultants Expense Tracker for Contractors Expense Tracker for Events Expense tracker for consultants Working as a consultant is complex and full of details that, for the untrained eye, would be easy to miss. This spreadsheet helps to simplify the process of planning, tracking, and managing your clients, work type, and hours— all at your fingertips! This planner keeps track of clients, contacts, and time spent. The pivot table feature organizes your information so it's easy to see how much time you've spent on each work type and client!     This is also available as a mobile app! It can be a drag when you've got the data that you need to input, but you're not near your work computer. Having access to this expense tracking on the go allows your to spend your time more efficiently at work. The mobile app version includes views by date, work type, and client! It also allows you to add data on-the-go, a key requirement for consultants working in different spaces while traveling. Here are three reasons you should use the app instead: A mobile app makes it far easier to see the data when you need to, especially on-the-go. The app includes several data views so you can easily access what you need. The app version empowers you to modernize your time keeping and track it in real-time! Expense tracker for contractors Managing properties and all the expenses that come with them requires strong organizational skills best handled by technological tools. That leaves skills like creativity, hard work, and pure craftsmanship to people— right where they belong. This sheet includes estimated price, actual price, and cost overrun. Items are organized by categories, such as cabinets/hardware.   Save time and turn this spreadsheet into a mobile app. The mobile app version not only makes it easier to input data, it gives you access to this information anytime, anywhere—without the need to lug your laptop around or write down information to add in your spreadsheet later. Here are my top three reasons for using the app: The app makes data entry way simpler. The graph view clearly shows which items are more or less expensive. You can clearly see the completion status of a job! Expense Tracker for Events Good organization of strategy and expense is the backbone of a well-planned event. Event planning can take months, and often the budget is the first thing that needs to pass. I created an excel to simplify your budget planning through the event planning process. This excel form includes estimated - actual cost, a section to input each individual item and its category, and a table for a budget in each category. Bonus: Turn this sheet into a mobile app for stronger organization! The mobile app version lets you input budgets for categories and items on-the-go, making it that much easier to organize your expenses. Now you don't have to keep receipts and forget to input prices later—you can do it immediately! Each expense entry will be added to the total expense of that category. Knowing your budget and how much you've spent helps you keep within budget. Final thoughts Expense tracking is tough, but with the right tools, can be exciting. I hope you are able to use these tools to simplify your life and make your expense tracking easier. Not too long ago, the small business my mom worked at used paper expense ledgers and filing cabinets. While I see a lot of value in expense tracking with tangible tools such as spreadsheets, I feel lucky to live during a time where I can build my own apps on a no-code platform and digitally transform any manual process to a digital one. What are your thoughts on the transition from paper ledgers and filing cabinets to their digital equivalents? I want to hear what you think in the comments below! Related Stories Small Business Apps: Singapore Company Saves 60% in Software Expenses With AppSheet Taking Inventory and Warehouse Management to the Next Level with a Series of Apps How Can Mobile Apps Increase Productivity and Improve Inventory Data Accuracy

Free Apps and Excel Templates for Truck Drivers and Dispatch Managers

Truck and delivery drivers give 'on-the-go' a whole new meaning. In any 7-day period in the U.S., some drivers are on the road for up to 77 hours. Some drivers contract out work, some work for a company, and some own their own businesses. What's the one thing they all have in common, aside from their profession? They all work hard and deserve access to the tools available to help them succeed. According to McKinsey & Company, technology helps workers manage customer demand through remote dispatch monitoring, flexible workforce management, and improved performance management.  We agree and that's why we created several free spreadsheet templates and mobile apps for all those drivers on-the-go! Short on time? Jump to the template you're most interested in: Mileage and Cost Tracker Delivery Tracking Driver Dispatch and Scheduling Mileage and Cost Tracker This mileage tracker spreadsheet keeps track of destinations (End), estimated mileage (Distance (Est, Mile)), actual mileage (Distance (Actual, Mile)), and the cost (Total Cost) of the trip. The Photo column adds a personal element to the sheet. The estimated actual mileage column is green for zero (or less) extra miles, yellow for 0-10, and red for more than 10 miles. The Distance (Est, Mile) links to Google Maps so you can see exactly what the recommended route is too! Bonus: What better way to take advantage of these tools than to turn this mileage tracker into a mobile app? With an app you get a number of "bonus" benefits:  Speed. You can enter the data wherever you are—even offline—making for faster data entry. Fewer errors. No need for paper trails of information before you have time to update your spreadsheet resulting in less data entry errors—especially important when dealing with numbers that can determine cost and payment. Convenience. You don't need to carry your laptop with you—all you need is a mobile phone or tablet. Automation. The app automatically captures the date and time for you—so less time spent entering data! Delivery Tracking Delivery management is fast-paced and time-sensitive. Managing the process is much easier when the information is stored in such a way that the whole team can access it online. Happy customers, happy employees, and a less hectic delivery day. Everybody wins! With this spreadsheet, you can track: Delivery destination and time. Contact person name and phone number. A color-coated delivery status customizable to your preference. Comments on the delivery. Bonus: I love this spreadsheet but one vital component of the delivery experience is missing: signatures. The mobile app we created from this spreadsheet includes all the key components of the spreadsheet with the added signature feature. It's ideal for delivery workers and dispatch managers to update and track progress in real time and the signature denotes that the package was received—a great way to ensure that the delivery was successful. The mobile app version also includes a map, giving delivery managers the opportunity to visualize routes without needing to open another app to figure out exact destinations. Driver Dispatch and Scheduling This spreadsheet is personalized for dispatch managers to view employee hours and manage scheduling. It has sections for each employee and includes their schedule, deliveries, and hours. It also contains a personalizable pivot table for a dynamic and organized view of your data! This template tracks: Hours by day. Weekly hours. Hours per item delivered. Driver shifts. Bonus: Work smarter, not harder. Why not use the technology at your fingertips and turn this spreadsheet into a mobile app? Here are the added features that makes driver dispatch and scheduling so much easier: Calendar view. This calendar includes daily, weekly, and monthly viewing options—making it easier to visualize schedules. Location mapping. The app maps the destinations—making is easier to plan routes. Tracking. Each job number has its own data, delivery status, and customer—making it easier to track the progress of deliveries. By now, I'm pretty sure you've noticed a theme here: the app makes the whole process much easier so why not copy it and start using it today? Personal Note My favorite part about these spreadsheets is how easy it is to turn them into mobile apps. As someone with minimal technical experience, I never thought I could do this. But with AppSheet, I am an app maker! If you have any other favorite dispatch templates or apps, leave the links in the comments below—I am always looking for new spreadsheets or templates to appify! Related Stories: Annual Load Book: An App for Truck Owner-Operators or Fleet Owners How 1-800-GOT-JUNK? Streamlines Junk Removal With a Fleet Management App How to Manage Stock in Excel: Three Free Stock Templates  

Free Excel and App Templates for Schools and Universities

Today’s educators work over 400 hours of overtime per year, averaging more than 50 total work hours a week. On the flipside, 88% of people say a teacher has had a significant and positive impact on their life. Simply put, educators are the backbone of tomorrow's generation. With grading, managing students, and developing lesson plans, educators have a lot on their plate. Why make teaching more complex than it needs to be? Can they be more productive without having to work long hours? The answer is yes, absolutely! This is why we created three free customizable excel templates to help educators do their best work.  And, because it's so easy to do on the AppSheet development platform, we turned each spreadsheet into an app. All you need to do is copy the app, replace the data, and then customize your app to meet your users' needs. If you're an educator, this post is for you! Short on time? Just jump to the template you're most interested in: Grade Calculator Student Information Sheet Attendance Sheet Grade Calculator This simple and straightforward grade calculator has 5 assessment categories—Participation, Homework, Quiz, Exam, and Project. Each category has a suggested grade weight that’s customizable by changing the column definition. For example, Participation is weighted at 5% and Homework 20%. After you enter a student's grades for all assignments, the calculator will return the Total Grade as a percentage and convert it to a Letter Grade.  Add in your students' info and the spreadsheet is yours! Bonus: To make this process even easier, we converted the spreadsheet into an app that runs on mobile phones, tablets, and laptops. With the app, you can do the following: Get an overview of the grade distribution with histogram and bar chart views; Easily navigate grades in a certain bin, i.e, A, A-, and B etc; Check a student's grade breakdown and make quick edits on the fly. Student Information Sheet  Every educator needs access to student information. This spreadsheet template allows easy navigation to vital information such as the student's major, current classes, and emergency contacts. It even includes a photo column so students are easily identifiable. Bonus: With apps, you can do so much more than a regular spreadsheet: Perform quick edits to any columns of the spreadsheet and have that information reflected in the app; Make phone calls right from the app and include notes on the calls; Organize student information by School, Major, and Graduation Year; Show student addresses on a map. That’s why we created a customizable app— you can access it on any device and get work done on your terms. Notice this app was created from a different spreadsheet, but the functionality is the same.  Attendance Sheet Taking attendance should be simple and seamless, especially when there’s limited time in the classroom. This spreadsheet makes it easy to take attendance: simply input the letter corresponding to the student’s status: P for Present, E for absent-excused, U for absent-unexcused, and T for Tardy. The spreadsheet will do the rest!  Both monthly and weekly options are included in our template. Add your student’s names, customize the dates, and it’ll be ready to use! Disclaimer: Make sure you copy the spreadsheet, not request access! Bonus: Taking attendance is even more seamless on a mobile app. The app we created makes it easy to take attendance anywhere, especially on the go. An app is your best bet for success. You'll be able to: Automatically record the time when you open up a new form; Easily enter data with drop-down options for First Name and Status; View charts with attendance status distribution for the whole class or a student.     Closing Notes Why apps? You deserve the best tools to help your students succeed. Compared to spreadsheets and other traditional tools, apps: Are easier to use on mobile devices. Have simplified data visualization tools. Lead to less data entry errors. Curious to know how other educators found AppSheet and why they wanted to make apps to manage processes in their schools? Check out our story on Kipp: Albany Public Schools. Kipp made a suite of apps to manage school operations—including food service, calls, morning attendance, and inventory. Preston Moore, CIO of the schools, said these apps provide the district with loads of value in terms of efficiency, safety, kids not getting lost, and more. Get started learning how to build your own apps and customize your life as an educator with AppSheet!

How to Manage Sales in Excel: Three Free Sales Tracker Excel Templates

Copy the Quote and Proposal App


On average, it takes 18 calls to connect with a buyer, and only 24% of sales emails are opened. And a lot of time, the sales cycle length can be months or even years. Needless to say, keeping track of all sales touches over a long period of time is challenging, yet instrumental in securing deals. In this article, I've included three Excel and Google Sheet templates, which cover the three most important things a sales team should do in order to close more deals within a shorter period of time: Track leads. Create insightful sales reports. Monitor sales calls. Oftentimes, sales professionals work on the fly and don't have access to their desktops. But on mobile, spreadsheets can be difficult to manipulate, particularly in offline situations where there is no available WiFi or cellular network. So I've also included two sales apps made on AppSheet's no-code development platform as apps can be used on  a mobile device even when that device is offline and disconnected from the network. You can either adapt the spreadsheet templates to meet your own business needs, or you can turn these spreadsheets into apps—it’s up to you! Sales Leads Tracking Template This lead tracking template does a very good job of recording every communication with leads and making sure all follow-ups are timely and effective. Date and Duration record the time a lead was touched in the past and help sales specialists decide when they should follow up. Lead Status and Progress provide a quick view of where a lead is in the sales funnel and how far the lead is from the close stage. Note and Next make sure leads are kept warm.   The following table gives a bird's-eye view of all leads—the type and source of leads, sales opportunity, and sales revenue forecast. This table helps sales specialists prioritize their efforts and time. As I mentioned earlier, we turned this template into an app. Other than the ease of viewing and editing data, this app enables sales professionals to do the following: 1) Add new leads and enter notes for every sales touch. 2) Check the latest progress of leads and view leads by priority. 3) See how every region is performing as well as opportunities in the upcoming months. 4) Automate email follow-ups to leads. 5) Send SMS messages to leads directly from the app. Feel free to copy the app and customize it to meet your needs.       Sales Report Template This template records sales by car make for each month and each quarter. It can be used by individual sales specialists or a sales team. To provide better visualization on sales performances across different criteria, we turned this template into a sales report mobile app that does the following: 1) Displays overall monthly and quarterly sales data and each sales specialist's contribution to that month or quarter.  2) Enables downloading data in CSV format. To do this, go to the By Make view and click on the anchor icon. 3) Links to other views, using the Deck View as a Table of Contents. 4) Sends out scheduled emails on the whole team's quarterly sales data and on a specific sales rep's performance. Feel free to copy the app and customize it to meet your needs.       Sales Call Log Template This template is for sales specialists to log sales calls and call attempts. Subject indicates call types. Sales Made labels each call with Yes or No. If it is a Yes, a lead can be removed from a sales specialist's to-call-list. If it is a No, the sales specialist may want to think about whether to reach out again and or consider dropping the lead. This template includes a Monthly Goal Tracking sheet. Unlike the the sheet above, this sheet is completely data-driven. It compares Actual Numbers with Target Numbers. All highlighted cells are the ones that didn't meet the target except for the Actual Sale Value. This column also highlights (in green) those days where the target was exceeded. Bonus: We've just published a new sales app—Quote and Proposal App. The app has the following features: Filtered data by customer, pending quote, rejected quote, cost and proposal. Automated workflows emailing the Quotes or Proposals to customers. Grouped actions updating the status of quotes. A CSV of selected materials used in a new service may be downloaded by clicking on an icon if using the app on a desktop. What’s Next? These are just some of my favorite Excel templates for sales management. You can use them as is OR easily build your own apps. If you have other favorite Excel templates, let me know by submitting a comment or tweet. I'm always looking for templates to add to this list! Related stories: How PEGAfrica Use Apps to Manage Customer Relationship and Field Sales Reps Five Apps to Coordinate a Field Sales Team Three Free Project Plan Excel Templates Free Excel Templates for Small Business 3 Free App-Friendly Human Resources Excel Templates Ready to take your sales tracking to the next level? Copy the following app and customize in your own way!