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#1 (permalink)   06-15-2011 cindyaleli New Member   Join Date: Feb 2011 Location: Rumson, NJ Posts: 25 Work request forms Just curious if anyone uses a work request form for the client to fill out and return. Also, how do you send work back? Do you put it in a special dropbox file or email with an attachment? Do you keep a spreadsheet of work in/out? My client is getting confused with the emails (as it is a lot of volume) as to what work I/he has processed. I need to somehow organize him. Any thoughts? __________________ Cindy Leli Your Secretary Cindy, LLC

#2 (permalink)   06-15-2011 leedrozak Resident Member Company name: My Office Assistant Small Business Practical Times: Web Security: Password Protection My latest Twitter: This is a great weekend to support #SBW2012. I wi...   Join Date: Aug 2008 Location: Western Pennsylvania Posts: 2,263 Blog Entries: 13 Re: Work request forms I do not use a form but do use a project management system. My client can assign tasks to the project along with corresponding files and messages. I can then update the status, let them know if I am waiting on something or attach the finish project if needed. There are a few good ones out there and many threads on project management here. __________________ Lee Drozak My Office Assistant

#3 (permalink)   06-24-2011 jessie dsouza Contributing Member Company name: The Virtual Assistance Portal My latest Twitter: I'm deleting this account on 1 Feb 2012. Plea...   Join Date: Oct 2010 Location: India Posts: 165 Re: Work request forms Yes, Lee is absolutely right. I use freshbooks as I have only few clients. I can manage projects, track time and also my client can see the project, logged in hours. Everything is transparent. There are other project management applications, you might want to have a look at. Just browse them in the same section. Good luck! __________________ Jessie DSouza www.vibrantaceva.com