Choose one workflow
Bookings to payments, expenses, mileage or weekly capacity—not the whole business at once.
CONCEPT TEST · NO BOOKING OR PAYMENT TODAY
Pet sitter spreadsheet setup review
Get a second set of eyes on the system you already use.
A focused review concept for solo pet sitters and dog walkers whose bookings, invoices, payments and expenses live in a spreadsheet—but do not yet work as one weekly system.
Fixed scopeNo subscriptionNo client data required for this test
A deliberately small scope
Review the workflow, then leave with a short fix list.
The concept is designed to answer one operational question without turning into an open-ended consulting project.
Walk through the workbook
Check structure, repeated manual work and where records stop matching.
Prioritize three fixes
Leave with a practical order of operations and a concise setup checklist.
Example review output
See what “three prioritized fixes” actually means.
This fictional example shows the level of detail in the proposed review. It does not use a real business or customer workbook.
Separate invoiced from collected
Add a payment-status field and one outstanding-balance formula so unpaid work cannot disappear inside total revenue.
Give every booking one status
Use a short status list—requested, confirmed, completed, cancelled—so weekly capacity is calculated from the same source.
Create one operating snapshot
Summarize confirmed visits, unpaid balances, mileage and expenses in one weekly check instead of opening several tabs.
Anonymous demand check
Would this fixed-scope review be useful at $49?
Clicking records one anonymous interest signal. No name, email, spreadsheet, booking or payment information is requested.