Clear one month of loose admin
Gather missing records, flag unpaid work and leave with a short list of dated actions.
- Six focused Excel sheets
- Direct download
- No email gate
START HERE
Begin free when you can. Move to a paid tool only when you need a repeatable follow-up routine, a local register or a signed-in workspace.
Gather missing records, flag unpaid work and leave with a short list of dated actions.
Use a short guide, editable starter workbook, CSV template and human-written message starting points.
Keep up to 200 enquiries, quote references, next actions and outcomes in one local workbook.
Compare the private workspace, quote tools, insights, reviewed import and recovery features.
BEFORE YOU CHOOSE
Free means free. The monthly reset has no email gate or subscription.
The workbook stays local. The £19 tracker is a standard Excel file and does not connect to your bank or inbox.
The licence has a boundary. Standard product use is for one named user and one business.
You remain responsible. ClearRoutine organises information; it does not make legal, financial or professional decisions.