From enquiry to quote.
A lot of quoting time goes into things that could be sorted before you leave the yard. A quote request form that asks for photos, measurements and the suburb up front means you can tell quickly whether a job is worth a site visit, and which ones you can price from the photos alone.
Once a quote is accepted, the job details could flow straight into your schedule instead of being typed out again.
Keeping track on site.
Variations are where money often slips away. If a client asks for an extra power point or a change of tiles, a phone app could let the person on site record it, attach a photo, and send it to the client to approve before the work goes ahead. That record is far easier to rely on than a conversation on a slab.
Site diaries work the same way. A quick daily entry with weather, who was on site, deliveries and photos builds a history of the job without anyone sitting down to write it up at night.
Getting the crew in the right place.
When jobs run over or rain moves everything back a day, a shared schedule that crews can check on their phones beats a round of phone calls. Plant and equipment records, like service dates and where each machine is, could sit in the same system. Invoices could be pushed through to Xero or MYOB if that’s what you use.