Systems and Processes.

Most trades businesses run on what's in the owner's head. You know how the quote gets built, how the job gets scheduled, what happens when a subbie starts. Nobody else does.

 

That works until you're out on the tools and someone needs an answer. Or a new person starts and takes 3 months to get up to speed. Or two people do the same job two different ways and you end up fixing both.

 

I write it down and build the system around it, so the work gets done the same way every time, whether you're there or not.

 

What that looks like:

• Business process review, so we know what's actually happening before anything changes

• Workflow development and documentation

• Standard operating procedures the guys will actually use

• Policy and procedure creation and management

• CRM setup, data entry and management

• Project management tool setup and support

• Cloud filing setup and management, so documents are findable

• Microsoft 365 and Google Workspace support

 

I start by looking at how you're doing it now, not by handing you a template. Half the time the process is fine and it just isn't written down anywhere.