Workflow recipes
Eight jobs that eat a working day, written up the way you would explain them to the person who has to do them. Each one says what starts it, what a person still does afterwards, and who should not build it at all.
By industry
These pages put the workflow write-ups and the software comparisons side by side, and say which is which before you click.
HVAC
After-hours HVAC call to a booked job
Turn a missed 9pm call into a booked morning slot without anyone waking up.
5 steps · 1 still done by a person · 3 reasons to skip it
HVAC maintenance agreements that renew themselves
Catch every service agreement 45 days before it lapses, while the customer still thinks of you as their company.
6 steps · 1 still done by a person · 3 reasons to skip it
Field service
Quote accepted to crew scheduled, same hour
The gap between a customer saying yes and a crew being booked is where field service jobs die.
6 steps · 1 still done by a person · 3 reasons to skip it
Job finished to invoice sent, before the truck leaves
Invoice at the kerb instead of on Friday, and get paid in days instead of weeks.
6 steps · 1 still done by a person · 3 reasons to skip it