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The Administration Manual Template
provides easy to modify template procedures for routine procedures
such as answering the phone, filing, office closing duties, and
more. The template also contains procedures on accounting, sales and
production support, equipment maintenance, office supplies, and
other common office functions.
Our templates are not intended to be used as-is.
The particulars of each business differ too much to provide such a template.
Instead, the template is intended to demonstrate the types of topics that should
be addressed in an Operations Manual, and provide a guideline for your
procedures. The template is provided in Microsoft Word, so you can easily modify
the procedures to fit your business.
Manual Outline
1. Introduction
2. Routine tasks
2.1. Daily
2.2. Weekly
2.3. Monthly
2.4. Quarterly
2.5. Annual
2.6. As needed
2.7. Sales support
2.8. Production support
3. Filing
3.1. Customer files
3.2. Receipts
3.3. Miscellaneous
4. Accounting and Finance
4.1. Overview
4.2. Chart of Accounts
4.3. Invoices
4.4. Accounts Receivable
4.5. Accounts payable
4.6. Payroll
4.7. Tax reports
4.8. Bank deposits
4.9. Balancing checking account
4.10. CPA
5. Insurance, Licenses, and Permits
5.1. Insurance
5.2. Licenses
5.3. Permits
6. Equipment, Facilities, and Supplies
6.1. Equipment
6.2. Office Maintenance
6.3. Office Supplies
6.4. Warehouse
7. Human Resources
7.1. Employee handbook
7.2. Operations manuals
7.3. Employee files
7.4. Job descriptions
8. Miscellaneous
8.1. Admin training schedule
8.2. Sample forms
8.3. Glossary
Sample Procedure
The Administration Manual template is only
$95. Newly
Updated.
Complete Set: All 3 Procedures Manual Templates
The Administration Manual
Template provides easy to modify template procedures for
routine procedures such as answering the phone, filing, office closing
duties, and more. The Sales and Estimating
Manual Template provides easy to modify template procedures
for routine procedures such as estimate preparation, sales
presentations, sales training, and more. The
Production Manual Template provides easy to modify template
procedures for routine procedures such as daily clean up, pre-job
procedures, equipment maintenance, and more.
All 3
Manual
Procedures
Templates
are only $235.
Save $50 off the price of the individual templates.
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