Tips for Organizing my MSC's Spreadsheet?!

So I'm signed up with 138 MSC's thus far. About 15-20 of them are those notorious "We'll Email you when we have jobs". It's been 8 months since I compiled my list so it's 8 months old and hasn't been cleaned out or updated.

I really only work for about 15-20 total of my master list (between being regular and picking up a job once a month or every other month).

My "Master List" in Excel has these columns, and I highlight in RED any MSC that is questionable after reading the forums:

MSC / Shopper ID / Sign-In Link / UN / PW / Registration Link



Tips please -

What other info should I think about adding to my Master Spreadsheet?

How do you organize - for good time management - your Bookmarks list?

How often do you go through your Master List and weed out companies?


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Side Note: I volunteered my services to Jacob and he kindly accepted my offer to help go through the Official List of MSC's at the bottom, and when it appears back on the forum, the sticky discussion - does anyone else want to volunteer to help? I'm looking for maybe another 3 people who have been shopping for at least 6 months that like to organize too! LOL! We can divide up the list. Please send me a PM with your email address and that you have Excel. I have a couple of jobs today and DH and I planned our evening out since the Desert Museum starts their "Summer Saturday Nights" (they've got a 5-Star chef in their dining room the food is out of this world!). I'll get back in touch with you either late tonight (6/2) or Sunday (6/3) - thanks so much!!

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Proud To Be A Soldier's Mom


Edited 1 time(s). Last edit at 06/02/2012 07:43PM by r@inyDayZ3.

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you dont include what clients they have on your list?

I include clients they have, if i like the editors, when they pay, how they pay, do they offer bonuses/travel/expense $

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There are no stupid questions, but there are a lot of inquisitive idiots
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When you try to please everybody, you end up pleasing nobody


Edited 1 time(s). Last edit at 06/02/2012 12:53PM by techman01.
Tech - No I hadn't done so.

This was my basic "I-have-no-idea-what-I-am-doing" type of spreadsheet when I first started shopping and signing up with companies back in October 2011. It was something I just threw together after I realized how many MSC's I had signed up with!

I never changed or updated it in the months since.

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Proud To Be A Soldier's Mom
So Tech...how do you organize the clients for MSCs? I have simliar to what you have, but...the clients box becomes HUGE, if I list them all under the MSC..who the shop box.

Tips would be great!


I appreciate this thread...I am a little unorganized as far as whos/who among mscs.
Clients change frequently enough I have a separate spreadsheet page by clients. I figure out who is shopping XYZ and make a note of it on my spreadsheet. I noted the other day that an XYZ is opening a location here soon. They have been out of my market for almost a decade, so a quick glance at the sheet and they were last shopped by PDQ. I went to PDQ's website (which usually doesn't have anything in my area) and they are shopping other XYZs so probably will have this one as well once it opens.
I also have different spreadsheets. One is for assignments, with pertinent headings. Another spreadsheet lists clients, MSPs and contract dates.
@ Flash & Tech -

Any chance that I could get a blank work-sheet with just your headings on it?

Just to give me that "ah HA" moment?

My Excel 2012 MS workbook has the following pages:

Page (tab) #1 = "MSCs" - with the headers I listed above.
Page (tab) #2 = 1st QTR - this is where I list a job as soon as I am assigned it or I self assign it. It's basic, just with MSC, Client, Address, Job #, Due Date, Fee & Reimbursement + Notes.
Page (tab) #3 = 2nd QTR - April, May, June same as page #2

Then after this, I have a separate month worksheet. Each worksheet is named "MONTH 2012". I take the jobs from all of say, January. Paste into this sheet. I have extra columns in here with "pay date, amount paid, method paid, mileage costs." I also sort this page by the name of the MSC so when I get paid, it's easy to just scroll down my list. My "Quarterly" worksheets are sorted by Due Dates.

I know it sounds extra complicated, so far it is working - sort of - for me. It takes a little bit longer.

Flash, I went into the spreadsheet that you had sent me; and I'm not sure if I was feeling stupid when I was reviewing it or whatnot, but as easy as it appears, I really started confusing myself!

I wish we could have a "video chat" teaching seminar on setting these up!!

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Proud To Be A Soldier's Mom
I use the MS Bible because it has all that done and so much more. It was only $10 forever ago and I believe it's right around that still. I think the only thing it doesn't have is a client list. I also highlight companies with a bad reputation in red and keep an eye on companies in pink. The MSB also has the application/acceptance date.
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