Cyber, that sounds like a great system. Well thought out. I have similar documents on my computer but not nearly as sophisticated as what you have. I'm not all that busy so I don't have to track lots of inquiries and work in progress, but I've been meaning to create a work order sheet to keep with each item I'm working on. The sheet will have details on it so I know exactly what steps the items has been through (applying resist, apply neatsfoot oil, etc.) so if I have to put it away for a while, I'll have notes as to where I was in the project when I pick it back up. It would also be helpful for filing away for later reference so I can remember what I did to a project as far as finishing, coloring, etc., if I need to go back and make something like it.
Right now all my enquiries about projects come through email or Etsy, so I keep track of those discussions electronically and archive them on the computer.
Bob