The Executive Support System
The life of a high-level Personal Assistant (PA) isn't just a series of tasks; it's a multi-client logistics system. If you're managing your Title jobs through fragmented email threads or a generic todo list, you're bleeding billable hours and missing critical details. Do you know exactly which tasks are currently at the Worked stage versus those that have been Issued for payment? Can you instantly calculate the Total cost of a project including Billable mileage? Without a centralized, high-fidelity database of your Duration and client details, your service is a manual grind that risks unbilled effort.
This template is a digital технічний cockpit for the professional assistant. It standardizes the workflow of high-touch service, ensuring that every minute of effort and every mile driven is documented, calculated, and billed.
The Stage-Based Workflow
The strength of this system is its commitment to the lifecycle of a job. It doesn't just list "tasks"; it tracks Stage progression from Scheduled to Paid. This allows you to manage your cash flow proactively. You can filter for all "Done" jobs that haven't been "Issued" yet, ensuring that your invoicing cycle never lags. The automated Duration calculation—derived from your precise Start and End datetimes—eliminates the "best guess" rounding that often leads to client disputes.
The financial section integrates Billable mileage directly into the project record. By setting a client-specific Mileage rate, the system derives the Mileage cost instantly, providing a transparent breakdown for the final invoice.
Client & Cared-For CRM
The ultimate value of this system is the integrated PA Contacts library. It distinguishes between the "Cared for" individual and the "Carer" or administrative contact, allowing you to manage complex household or corporate structures. You can track Birthday details, multiple Address types (Personal vs. Work), and even Business mileage per contact. You move from "being helpful" to mastering the data-driven science of executive support, ensuring that every Description and every Where location is a documented proof of your professional value.