Your Business

Operations Diagram — Current State

Red = Leak
Orange = Done by Hand
Green = Working
👤
Owner
Scheduling & Admin
Set Annual Schedule
Recurring jobs locked in
Build Weekly Job Schedule
Planned once a week by hand
MANUAL: printed weekly
Assign Jobs to Crew
Verbal or text, no system
Check Daily Revenue
Pulled and reviewed by hand
MANUAL: no live view
Send Jobs to Invoicing
Pushed to billing system
Review & Fix Errors
2–3 hrs every night
LEAK: 10–15 hrs/week
📞
Dispatcher
Inbound & Scheduling
Answer Calls & Dispatch Jobs
Assigned via group text
LEAK: no record, no trail
🔧
Field Crew
Jobs & Service
Run Assigned Jobs
Work from mobile app
Handle Same-Day Add-Ons
5–15 per day, mid-route
LEAK: jobs roll to next day
End-of-Day Check-In
Text sent after last job
MISS: no upsell on reminder
Plan Next Day's Work
Done from memory, no system
LEAK: missed jobs, double-backs
Sync Completed Jobs
Transactions pushed to system
💻
Back Office
Systems & Billing
Prep for Next Day
Based on notes, no system view
LEAK: no live production data
Billing System
QuickBooks / accounting