See how a job really moves, from first call to paid.

Most owners can describe the process. Few have watched it. We come on site, follow real jobs through every inbox, notebook and screen, and draw what happens on a single page, with each slow spot marked.

Quote to cash at a made-up installation company.

Seven steps, four people's desks, four places where time leaks. Generic example, drawn the way we draw yours.

CUSTOMEROFFICEFIELD CREWBOOKS InquiryQuoteApprovalScheduledJob doneInvoicePayment call or web formtyped from notesreply to one inboxwall calendarpaper sign-offtyped againmatched by hand 1 2 3 4
Sample map, not a client. Red numbers mark where the job is retyped, waits, or depends on one person remembering.
  1. Typed twiceThe inquiry goes into a notebook, then into the quote. Details drift between the two.
  2. Waiting in one inboxThe customer's yes sits in whoever sent the quote. If they are out, the job waits.
  3. Paper in the vanThe signed sheet is photographed and retyped back at the office, sometimes days later.
  4. Payments matched by eyeDeposits are matched to invoices by scrolling a bank statement at month end.

A phone call, then a short visit on site.

Illustration: a clipboard with a route sketch and a stopwatch on a busy workshop bench

It starts with a call about where the business feels slow. Then we ask for 20 to 30 minutes at your place of work, at a normal busy time rather than a quiet one.

During the visit we watch, we do not interview. We follow one or two live jobs, ask the person doing each step what they type, where it comes from and who waits for it, and photograph the paper forms (never customer details).

We have offered exactly this to an installation business: a call, then a visit to follow work from the customer's first inquiry through production to delivery. It is the cheapest way to find what a written process leaves out.

A map you can pin to the wall.

The one-page map

Every step, who does it and in which tool.

Each pain point numbered

With what it costs in waiting or retyping.

The first two or three fixes

And which need no software at all.

A clean copy to correct

Your team marks what we got wrong.

A map, not a verdict on your staff.

Illustration: a one-page route map pinned to a cork wall with colourful sticky-note corrections
  • It does not grade people. Slow spots are almost always about handoffs, not effort.
  • It does not come with a software pitch attached. Some fixes are a shared inbox rule or a changed form.
  • It does not need your customer records. We map the route a job takes, not who the job was for.

Want to see your own route? Give us half an hour on site.

Start with a free call about where jobs get stuck. We will say whether a visit is worth it.