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There are many ways and everyone has their own system. There are excellent tips in the New Mystery Shoppers section of the forum.
There are many small business accounting/tax tips online, and I just posted some detailed suggestions in a recent thread about “who paid me” as well.

Keeping a calendar you can write your assignments on and a detailed log in a cheap spiral notebook is a good inexpensive start.
My partner made me a spreadsheet.
Excel spreadsheet with fields for: date job accepted, date of assignment, name of business being shopped, name of mystery shopping company, fee, max reimbursement, amount spent, amt of payment expected, date paid, amt paid, extra notes.
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

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The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
Spreadsheet and old fashioned daily calendar....then, if I have several shops in one day (which is almost always), I jot down the jobs in the order I prefer to do them and cross them off as I do each one.

*****************************************************************************
The more I learn about people...the more I like my dog..

Mark Twain
@amyann2 wrote:

Excel spreadsheet with fields for: date job accepted, date of assignment, name of business being shopped, name of mystery shopping company, fee, max reimbursement, amount spent, amt of payment expected, date paid, amt paid, extra notes.

WAAAAY too much work FWIS. All job deets can typically be found in each MSP's shop logs.

I keep a spreadsheet for accounts receivable by vendor, with separate columns for fees and reimbursement by month, and a second one for payments received with the same column setup.

I use iCal to track each day's jobs.

On routes I still print out a Google map for each day. I like having the immediate visual reference, especially if I'm running behind.

Have synthesizers, will travel...
I never shopped a great deal. I used a large calendar with a pocket for paperwork and receipts.

The facing page had columns for keeping track of expenses. I labeled them Date, Company, Business, Reimbursement, Payment and Paid. Simple, and the whole thing is ready to file away after taxes. Pull out the oldest one and destroy it.

When a flower doesn’t bloom, you fix the environment in which it grows, not the flower.
Alexander Den Heijer
Google Calendar

Shopping Arkansas, Louisiana, & Mississippi.
I really like my system. I use a Google doc with my abbreviated version of shop guidelines and space to make notes. New shops are added at the top, and as I complete jobs, I shrink the font size to 2 to mark them complete. I bookmarked the doc on my phone, so I just press the icon on my home screen to review guidelines and make notes. I have templates that I can copy and paste that include useful notes for myself, like the departure window for a three-stop mini route I run routinely with tricky timing requirements. The doc is also bookmarked on my laptop, so I move seemlessly between devices.
I don't receive any payments that aren't from mystery shopping, so everything is in my calendar and Paypal. I tried several times to keep an Excell spreadsheet, but I always ended up forking it up. My google calendar has all of the work that I've scheduled. I don't usually add the Presto stuff, before I do the shops, but I do afterward. I save my Calendar and I save my PayPal statements every month.
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