Scheduling and dispatch
How you'd knowMornings go to phone tag and rebooking, and jobs get typed into two systems.
The fixOnline booking, automatic confirmations and reminders, one calendar that feeds dispatch.
Most growing companies have a few processes that eat more staff time than they should. Here's how to spot them, and what they add up to.
Illustrative example, not client data. Your numbers will differ; the calculator below uses yours.
across the eight processes in the example
$46,800 a year at $30 an hour
How you'd knowMornings go to phone tag and rebooking, and jobs get typed into two systems.
The fixOnline booking, automatic confirmations and reminders, one calendar that feeds dispatch.
How you'd knowOne customer gets entered into the CRM, the accounting system and a spreadsheet.
The fixConnected systems: data is entered once and flows everywhere it is needed.
How you'd knowEstimates go out and nobody chases them. A yes depends on the customer remembering.
The fixAutomatic follow-ups on every open quote until it is accepted or declined.
How you'd knowInvoices are typed up after the job, and overdue reminders go out when someone gets to them.
The fixThe invoice goes out when the job closes, with a payment link and automatic reminders.
How you'd knowCalls go to voicemail, web forms wait until morning, and some never get a callback.
The fixAn instant text-back on missed calls, and every inquiry routed to someone until it is answered.
How you'd knowSomeone spends Monday morning pulling numbers into a spreadsheet for the weekly meeting.
The fixA dashboard that updates itself.
How you'd knowCustomers call to ask when the tech is coming. Review requests go out when someone remembers.
The fixAutomatic status texts, and a review request after every completed job.
How you'd knowManagers screen every application by hand and chase new hires for forms.
The fixAutomatic first-pass screening and an onboarding checklist that runs itself.
Two office staff each losing 5 hours a week at $30 an hour comes to $15,600 a year, from one process. Most businesses have three or four of these.
a year · $1,300 a month
We go through which of these apply to you.
What they cost you now, in hours and dollars.
If something's worth fixing, we scope it. If not, you've lost 15 minutes.
Roy Kimhi · Shmeer Digital · shmeer.com/time-leaks · roy@shmeer.com