Services
Systems Setup and Training for Trade and Service Businesses
Whether you want it done for you or want to learn it yourself, here's how I help trade and service businesses get their systems working.
Systems Setup and Clean Up
New system or one that's grown messy over the years, I'll set it up around how your business actually works. Job flow, templates, automations and the bits nobody got round to.
Quoting and Invoicing Systems
Quote templates that go out fast, follow ups that happen without you remembering, and invoices that go out the day the job's done.
Workflow and Customer Communication
From enquiry to booking to job complete, I map how work moves through your business and set up the messages customers get along the way.
One-on-One Training
Training for you or your office team, in your own system, on your own jobs. Sessions booked as you need them.
Hands-on Support, Done Remotely
Need an extra pair of hands in the system? I can look after the day to day for you, remotely, so nothing slips while you're on the tools:
- New enquiries entered and quotes sent
- Quotes followed up until they're won or lost
- Jobs booked and the schedule kept up to date
- Customer updates and booking reminders sent
- Invoices out the day the job's done
- Overdue invoices followed up
- Job notes, photos and paperwork kept in order
Flexible weekly hours, prepaid or as needed.
A Sounding Board for Your Business
Someone to think out loud with. Regular catch ups to talk through whatever's on your mind, from hiring and pricing to which system is worth it and what to fix first. Honest, practical advice from someone who knows how trade businesses run.
Ongoing Support
Someone to call when something breaks, a new staff member needs setting up, or you want more out of the system you're paying for. Flexible weekly hours: book help as you need it, or buy a prepaid package of time for the week.
Systems for Service Businesses
Running a clinic, NDIS practice, cleaning business or other service business? The same approach works for you:
- Splose, Zanda, Dubsado or HoneyBook set up around how you work
- Online bookings, reminders and client confirmations
- Intake forms and client onboarding that run themselves
- Invoicing, payment reminders and a routine so claims go in on time
- Training for your team, or hands-on support with the day to day
Systems I Work With
Partners
Other Systems I Know
If it's a job management or business system, chances are I can learn it and get it working for you.
Not Sure Which You Need?
Tell me what's going on and I'll tell you where I'd start. Book a call, or send an enquiry if that's easier.