(TIME LOST)
Where does
your day go?
Choose what sounds familiar. Start with the problem; the right tool comes later.
(01)Chasing answersQuotes, reminders, “did you get my message?”
The familiar bit
A quote goes out. The next call arrives. By Friday, nobody is sure which enquiries need a reply.
What could change
A clear next action against each enquiry or job, with follow-up reminders that fit the way you work.
Look at follow-up(02)Doing it twiceCopying details, making documents, finding files
The familiar bit
The job is in the tracker, but the same address and fee still have to be typed into its paperwork.
What could change
Documents generated from the job record, with files and fee details kept with the project.
Look at manual admin(03)Checking where things standCalls, photos and updates scattered across chats
The familiar bit
The office needs to know what is complete. The engineer has the photos. A supervisor still needs to check it.
What could change
A shared record of progress, photos, blockers and sign-off, with clear responsibility for the next step.
See the project examples(04)Missing opportunitiesAn unanswered call or an unclear way to enquire
The familiar bit
You are busy on a job when a new customer calls. They cannot find a useful next step on your website.
What could change
A straightforward enquiry route and a process for getting back to people.
Look at missed enquiries