Twelve questions. Where your firm loses time.

Anyone in the office can see where every job or client stands without asking someone.

An update for a customer, a GC or an owner takes minutes, not half a day.

Hours and time spent are recorded against the job they belong to, the same week.

Every quote or bid that goes out has a follow-up date and an owner.

You know which customers and referral sources bring your best work.

A new enquiry gets an answer the same day, wherever it came in.

There is one current list of the team, their roles, and any licenses or certifications with their expiry dates.

How a job is set up, run and closed out is written down where the team can find it.

A new hire gets up to speed without weeks of asking around.

The three or four numbers you check every week update on their own; nobody rebuilds them by hand.

Nothing is typed twice between your systems, for example the job board and QuickBooks.

Routine reminders and emails go out without someone having to remember them.