Home organizing

Kingsweir Terrace Organizing · Home organizing · Portland, OR

Kenji Wainwright owns Kingsweir Terrace Organizing, a four-person home organizing service in Portland, and he uses this to carry each session from a request through a quote, a signed service agreement, the day of work and the final payment, so no job starts unsigned and no finished one goes unpaid.

Home services Work ordersDocuments and e-sign4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 2 documents · 1 notification · 1 stage rule set · 1 agent

Use this template

Session board

Sessions

Requested4

Wierzbicki — closet redesignAnnika Wierzbicki-LyleCloset redesign

Chaudhry — playroom sortHenrietta Chaudhry-BakshiPlayroom sort

Kjellberg — home office setupAmbrose KjellbergHome office setup

Dlamini — kitchen and pantry resetPrudence Dlamini-ColeKitchen and pantry reset

Quoted4

Marchetti — kitchen and pantry resetEvander Marchetti-ShahKitchen and pantry reset

Yoshida — garage clear-outBarnaby Yoshida-ReyesGarage clear-out

Ferrante — move-in unpackCosima Ferrante-LundMove-in unpack

Mbeki — closet redesignIgnatius Mbeki-WardCloset redesign

Agreement signed4

Nwachukwu — move-in unpackTheodora NwachukwuMove-in unpack

Lindqvist — playroom sortCasimir Lindqvist-ParkPlayroom sort

Achebe — home office setupRosalind Achebe-PryceHome office setup

Santangelo — garage clear-outTobias Santangelo-HuGarage clear-out

Scheduled6

Anand — kitchen and pantry resetBeatrix Anand-MurrayKitchen and pantry reset

Okonkwo — closet redesignRupert Okonkwo-HaleCloset redesign

Mazur — garage clear-outFelicity MazurGarage clear-out

Abernathy — home office setupGideon Abernathy-TranHome office setup

Brennan — move-in unpackOctavia Brennan-SatoMove-in unpack

1 more

Done5

Okafor — kitchen and pantry resetDelphine Okafor-GrimmKitchen and pantry reset

Whitcombe — home office setupJasper Whitcombe-SanzHome office setup

Wierzbicki — home office setupAnnika Wierzbicki-LyleHome office setup

Nwachukwu — kitchen and pantry resetTheodora NwachukwuKitchen and pantry reset

Marchetti — garage clear-outEvander Marchetti-ShahGarage clear-out

Paid9

Lindqvist — closet redesignCasimir Lindqvist-ParkCloset redesign

Anand — home office setupBeatrix Anand-MurrayHome office setup

Okonkwo — kitchen and pantry resetRupert Okonkwo-HaleKitchen and pantry reset

Mazur — playroom sortFelicity MazurPlayroom sort

Abernathy — move-in unpackGideon Abernathy-TranMove-in unpack

4 more

Cancelled1

Ferrante — playroom sortCosima Ferrante-LundPlayroom sort

Tables

Sessions

33 sample rows · 17 columns

Every organizing job from the first request through the signed agreement, the day of work and the payment.

Session	Client	Service	Status	Requested	Work day	Hours quoted
Marchetti — garage clear-out	Evander Marchetti-Shah	Garage clear-out	Done	Sep 11, 2026	Oct 7, 6:00 PM	12
Nwachukwu — kitchen and pantry reset	Theodora Nwachukwu	Kitchen and pantry reset	Done	Sep 15, 2026	Oct 9, 4:00 PM	6
Wierzbicki — home office setup	Annika Wierzbicki-Lyle	Home office setup	Done	Sep 17, 2026	Oct 12, 8:00 PM	3
Whitcombe — home office setup	Jasper Whitcombe-Sanz	Home office setup	Done	Sep 23, 2026	Oct 14, 6:00 PM	5
Okafor — kitchen and pantry reset	Delphine Okafor-Grimm	Kitchen and pantry reset	Done	Sep 25, 2026	Oct 15, 4:00 PM	4

Clients

20 sample rows · 6 columns

The households the business works for and how each found it.

Client	Phone	Email	Neighborhood	Home	Referred by
Ambrose Kjellberg	(503) 555-0112	ambrose.kjellberg@willametteinbox.net	Montavilla	Apartment	Website
Annika Wierzbicki-Lyle	(503) 555-0101	annika.wierzbicki@rosecityinbox.net	Sellwood	Condo	Neighbor
Barnaby Yoshida-Reyes	(503) 555-0114	barnaby.yoshida@willametteinbox.net	Hawthorne	Townhouse	Realtor
Beatrix Anand-Murray	(503) 555-0105	beatrix.anand@rosecityinbox.net	Montavilla	Condo	Past client
Casimir Lindqvist-Park	(503) 555-0104	casimir.lindqvist@willametteinbox.net	Irvington	Apartment	Realtor
Cosima Ferrante-Lund	(503) 555-0115	cosima.ferrante@rosecityinbox.net	Sellwood	Single-family home	Past client
Delphine Okafor-Grimm	(503) 555-0119	delphine.okafor@rosecityinbox.net	Montavilla	Single-family home	Realtor
Evander Marchetti-Shah	(503) 555-0102	evander.marchetti@willametteinbox.net	St. Johns	Townhouse	Website
Felicity Mazur	(503) 555-0107	felicity.mazur@rosecityinbox.net	Hawthorne	Single-family home	Website
Gideon Abernathy-Tran	(503) 555-0108	gideon.abernathy@willametteinbox.net	Sellwood	Apartment	Social media
Henrietta Chaudhry-Bakshi	(503) 555-0111	henrietta.chaudhry@rosecityinbox.net	Irvington	Single-family home	Neighbor
Ignatius Mbeki-Ward	(503) 555-0116	ignatius.mbeki@willametteinbox.net	St. Johns	Apartment	Neighbor

8 more rows

Supplies

18 sample rows · 5 columns

What was bought for each session: bins, labels, liners and drop-off fees.

Purchase	Session	What	Cost	Bought on
Bins and baskets, Anand's kitchen and pantry reset	Anand — kitchen and pantry reset	Bins and baskets	$142.50	Oct 7, 2026
Labels and tags, Okonkwo's closet redesign	Okonkwo — closet redesign	Labels and tags	$44.16	Oct 5, 2026
Shelf liners, Mazur's garage clear-out	Mazur — garage clear-out	Shelf liners	$81.55	Oct 2, 2026
Drawer dividers, Abernathy's home office setup	Abernathy — home office setup	Drawer dividers	$150.40	Oct 1, 2026
Bins and baskets, Okafor's kitchen and pantry reset	Okafor — kitchen and pantry reset	Bins and baskets	$199.50	Oct 1, 2026
Donation drop-off fee, Brennan's move-in unpack	Brennan — move-in unpack	Donation drop-off fee	$25	Sep 29, 2026
Labels and tags, Whitcombe's home office setup	Whitcombe — home office setup	Labels and tags	$58.88	Sep 29, 2026
Hooks and rails, Aguirre's playroom sort	Aguirre — playroom sort	Hooks and rails	$85.68	Sep 25, 2026
Shelf liners, Wierzbicki's home office setup	Wierzbicki — home office setup	Shelf liners	$58.25	Sep 23, 2026
Drawer dividers, Nwachukwu's kitchen and pantry reset	Nwachukwu — kitchen and pantry reset	Drawer dividers	$112.80	Sep 21, 2026
Donation drop-off fee, Marchetti's garage clear-out	Marchetti — garage clear-out	Donation drop-off fee	$35	Sep 17, 2026
Hooks and rails, Lindqvist's closet redesign	Lindqvist — closet redesign	Hooks and rails	$114.24	Sep 11, 2026

6 more rows

Also included

Service agreementDocumentThe agreement a household signs before any work begins.
Completion invoiceDocumentThe note sent when a session is finished, showing what is still owed.
Session boardStage rules
Agreement signedNotificationTells the owner when a household signs so a day can be set.

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Pool serviceClearwater Pool Care3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agentBoards

Pressure washingWesterly Commons Pressure Washing4 tables · 5 views · 1 form · 1 digest · 2 checklists · 1 notification · 1 stage rule set · 1 agentChecklists

Appliance repairYarrowdale Landing Appliance Repair3 tables · 5 views · 1 form · 1 dimension set · 2 drill-downs · 1 digest · 1 notification · 1 agentDrill-down

Appliance repairThornhollow Grove Appliance Repair4 tables · 6 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentForms

Carpet cleaningUmberfield Row Carpet Care4 tables · 8 views · 2 forms · 2 dimension sets · 1 digest · 1 checklist · 1 notification · 1 agentChecklists

Family home — Vandersloot, Spokane Valley	AT-501	Two or three bedrooms
Small apartment — Quillstone, Spokane	AT-502	Studio or one bedroom
Large house — Strongbow, Liberty Lake	AT-503	Four or more bedrooms
Office — Lindenmeyer, Spokane	AT-504	Office

Okafor — filter backwash	—	Completed
Brennan — salt cell check	—	Completed
Vasquez — chemical balance	—	Skipped
Harbor View Commons — tile and waterline scrub	—	Completed

PW-26-401	House wash	412 Fernwood Spur, Spokane WA
PW-26-402	Commercial lot	1180 Tamarack Mill Lane, Spokane WA
PW-26-403	Patio and pool deck	27 Quay Street Annex, Spokane WA
PW-26-404	Deck and fence	905 Alder Hollow Way, Spokane WA

Dishwasher will not drain	Dishwasher	Phone
Fridge warm, freezer fine	Refrigerator	Phone
Washer shakes on spin	Washer	Web form
Dryer takes three cycles	Dryer	Text

Washer shakes on spin — Kettleman	TG-4101	Odalys Kettleman-Aboud
Dryer takes two cycles — Valdecasas	TG-4102	Percival Valdecasas-Hurt
Refrigerator ice maker stopped — Harrowmoor	TG-4103	Zenobia Harrowmoor-Lin
Microwave turntable stuck — Oyelaran	TG-4104	Lysander Oyelaran-Webb

Wendell Zamora	UR-101	Active
Hester Valdivia-Moore	UR-102	Active
Corwin Abernethy	UR-103	Active
Junia Takahashi-Reyes	UR-104	Active

Session board

Tables

Sessions

Clients

Supplies

Also included

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