Survey, design and quote on one job.
Book the survey, record the measurements and requirements, and send the quote. The customer accepts online and the agreed scope stays with the job.
Line up the trades.
Schedule each stage, from rip-out to first fix, fitting, tiling and second fix, as visits on the same job and assign the right person to each.
- Survey and quote on the same job
- Visits for each stage and trade
- Purchase orders for units and materials
- Deposit, stage and final invoices
Take a deposit and finish cleanly.
Raise an invoice for the deposit when the order is placed, stage invoices as the work progresses and a final invoice at handover. Record each payment and keep the balance in view.
Finish with a customer handover record so the customer has a written summary of what was installed.