Automation and Systems for Trade Businesses in Bergen County

If invoices go out weeks after the job and half the business lives in your head, start here.

Evenings spent on paperwork

In a lot of trade businesses, the owner runs the crews all day and does the office work at night. Invoices get written after the job, sometimes weeks after. Job status sits in text messages and on a whiteboard. The only person who knows where every crew is and whether each job made money is you.

Usually the paperwork has not kept up with the number of jobs.

Usually the basics

The first fixes are usually basic: invoices that go out when the job is done, written procedures for the jobs you do most so a new hire can follow them, and one list of every open job.

Once a process is written down, it can be automated. That is why the documentation comes first, even when it feels slow.

Every job on one screen

A common proof build is a job dashboard. Every job, who quoted it and for how much, where it stands today, and what it made once the bills are paid. Where it can, it pulls from the tools you already use, so the same numbers are not typed in twice.

I write the scope down before I start, and the build is kept small. You see it working before you decide on anything larger. See how an engagement works.

Systems a buyer can see

A business that runs on documented systems is worth more to a buyer, and easier to hand off when the time comes. If a sale is a few years out, exit readiness is a separate offer that builds on the same work.

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