Our Expert Services
Business Performance & Growth KPI Dashboard Setup
Custom KPI dashboards built to give you a clear view of business performance, including
- Sales performance
- Lead conversion
- Gross profit
- Job pipeline
- Cash flow visibility
- Completion and installation tracking
- Team productivity metrics
Best for: businesses that want clearer decision-making and better control over performance.
CRM System Design / Setup
Set up or improve your CRM so your sales and admin processes actually flow properly.
Includes:
- Lead tracking stages
- Sales pipeline setup
- Follow-up workflows
- Task reminders
- Customer status tracking
- Quotation / order progression
- Lost lead reporting
Best for: businesses with messy sales processes, poor follow-up, or no clear pipeline visibility.
Project / Job Tracking Setup
A full tracking system to monitor jobs from enquiry through to completion.
Can include:
- Sales handover tracking
- Survey booked / completed stages
- Order progression
- Installation scheduling
- Outstanding actions
- Delays / issue tracking
- Completion monitoring
- Snagging / aftercare tracking
Best for: installation, construction, home improvement, or service-based businesses.
Purchase Order Design & Implementation
Custom purchase order templates and procurement tracking systems to improve control over costs and supplier ordering.
Includes:
- Purchase order templates
- Approval workflow setup
- Supplier tracking
- Cost allocation to jobs
- Order status monitoring
- Material spend visibility
Best for: businesses needing better purchasing control and job costing accuracy.
Workflow & Process Improvement
Review and redesign your internal processes to make the business run smoother and more efficiently.
Can include:
- Admin workflow design
- Job costing processes
- Invoicing processes
- Commission tracking systems
- Handover procedures
- Internal reporting systems
- Process mapping and cleanup
Best for: growing businesses where systems have become inconsistent or inefficient.
Spreadsheet & Tracker Design
Custom trackers, tools, and operational spreadsheets built around how your business actually works.
Examples:
- Sales trackers
- Installation planners
- Purchase logs
- Commission sheets
- Customer progress trackers
- Performance dashboards
- Forecast models
Best for: businesses that need practical tools quickly without full software development.