Services
Most of my work is for contractors and trades, and the same problems show up in shops, offices and service businesses. If you're not sure which of these you need, tell me what's going wrong and I'll work out the right fix.
Running the business
- Estimates, quotes and invoices
- Line items in, a professional PDF out, emailed from the same screen. Numbered and filed, so you can pull up any old quote in seconds.
- Customer and job tracking
- Every lead, customer and job in one place, with a status next to each, so nobody waits on a call back you forgot.
- Scheduling and checklists
- Who is where, what is due, and what still needs doing, without a whiteboard or a group text.
Getting rid of the busywork
- Spreadsheet cleanup or replacement
- Sometimes the fix is making the spreadsheet reliable. Sometimes it should become a proper database that several people can use at once without breaking it.
- Automation
- Stop copying data between systems, pulling numbers out of documents by hand, or writing the same email for the hundredth time.
- Dashboards and reports
- The numbers you check every week, in one place, updated without anyone rebuilding them.
Out front
- Websites
- Sites that show your work, load quickly on a phone and make it easy to call or request a quote, with spam filtered out before it reaches you.
- AI, where it actually helps
- Sorting inquiries, drafting replies, searching your own documents. Only when it makes the work simpler or cheaper.
Not on the list?
Ask anyway. If it's not something I do, I'll say so and point you to someone who does.
Get in touch