Diagnosis Case 01 / 06 Jobs come in from too many channels and slip through the cracks
Phone calls, web forms, email, repeat-customer asks, Facebook DMs, the boss's mobile. Without a single intake point, some jobs never get logged.
That's lost revenue you do not even know about — and customers who never get called back.
We build a single intake funnel that routes every channel into one pipeline. Web forms create draft jobs automatically. Phone enquiries get a short office-side form. Emails parse into job records. Nothing falls through.
Diagnosis Case 02 / 06 The whiteboard schedule has hit its ceiling
Once the team grows past five or ten techs, the whiteboard breaks. It cannot show travel time, skill levels, capacity or who is licensed to do what. Double-bookings happen weekly.
The office spends Monday morning reconstructing what's actually scheduled, and Friday afternoon defending it.
We build a visual scheduling layer on top of ServiceM8, Simpro or Tradify: drag-and-drop, skill rules enforced, travel time calculated, capacity gaps surfaced two weeks out.
Diagnosis Case 03 / 06 Field staff cannot see what they need at the job
Drawings, site history, customer notes, last service date, scope of works. Most field staff have none of it on their device, so every detail is a phone call back to the office.
A minute on the phone is a minute the customer is paying for and not getting value from.
We extend your platform's mobile app (or add a thin custom field app) so techs arrive knowing exactly what they're doing — and capture time, materials, photos and signatures without leaving the job.
Diagnosis Case 04 / 06 Quotes take three days to send and three more to chase
Estimator rebuilds the same quote types every week from scratch. Pricing comes from a supplier spreadsheet from last quarter. By the time the quote lands, the customer has gone with whoever answered faster.
The fast quote almost always wins — even when it's not the cheapest.
We build quote templates loaded with your assemblies, supplier-priced materials and skill-tiered labour. Quotes go out in hours, follow-ups are automated, and acceptance lands the job straight into scheduling.
Diagnosis Case 05 / 06 Invoicing happens weeks after the work
Photos in someone's camera roll. Materials list on paper. Time logs in a different system. The office spends Friday assembling the week's invoices, missing things, finding others.
Meanwhile the customer has forgotten what the work was for — and the cashflow gap grows.
We wire the job-complete event straight to the invoice. Time, materials, travel and photos flow into a draft in Xero or MYOB the same day, with a payment link in the customer's inbox before they've finished their afternoon coffee.
Diagnosis Case 06 / 06 No view of which jobs, customers or technicians make money
Which job type carries the real margin? Which apprentice is most utilised? Which builder account is worth the after-hours coverage? Most operators cannot answer without an afternoon of CSV exports.
The data is there — your platform just does not package it to the questions you actually ask.
We pull data out of your job platform into a custom dashboard layer (Power BI, Looker or bespoke). Margin by job type, customer LTV, apprentice utilisation and forward pipeline — visible weekly, not yearly.
