Trades & field teams
01
Where it usually hurts
- The same data in three places — A figure in the quote, another on a job sheet, photos in WhatsApp, and a fourth version in a spreadsheet. Everyone is busy, nobody has the one true picture of the job.
- Dispatch that does not match the ground — Who is on site, what is still open, and what is waiting on the customer? When that lives in heads and side-channels, you get double-bookings, idle vans, and jobs that fall through the cracks.
- Handovers that do not survive a day off — The person who "just knows" goes on leave, and the next person is reading three weeks of messages backwards. There is no simple status everyone trusts.
- Tools you pay for but the team resists — An app that looked great in a demo, but the flow does not match the crew, or nobody had time to own it. Another login, another place to forget a note.
02
What we actually do
- Map the real job flow — First call to cash in the bank — as it happens on a wet Tuesday, not the laminated flowchart.
- One place everyone trusts for the job — Status, site notes, next action — one clear picture of what's actually going on. Might be a better product, a thin custom screen, or wiring two tools you already pay for.
- Smallest change that ships — Boring fix your fitters use beats clever software they dodge. Phased so you get a win this month, not in a roadmap fantasy.
- Handover a human can run — Named owners, short how-tos, no "only Dave knows." New starter in the office or van should not need a three-day course.
→
How we work with field teams — step by step
Enquiry to paid on a wet Tuesday — not the laminated flowchart on the van.
Step 1 Before we start
Book & pick a real job
You bring one job path — enquiry, quote, site, snag, invoice — and who touches it. Yard, van, and office in the room if you can.
Step 2 On the ground
Walk enquiry to paid
We trace handoffs, wait states, and where photos, extras, and status live today — WhatsApp, whiteboard, spreadsheet included.
Step 3 The target
One job story everyone trusts
Status, site notes, next action — agreed in plain language before anyone sells another app or integration.
Step 4 Handover
Ship the smallest fix
Shelf product, thin custom screen, or glue between tools you already pay for — phased so the crew gets a win this month.
Named owners and short how-tos — no “only Dave knows” when someone is on leave.
04
When it is working
- Fewer "where is that job?" loops between yard and site.
- Invoices and extras tracked near the work — less month-end archaeology.
- A diary people trust enough to argue with when reality shifts.
- Less cash walked away because extras, snags, or close-out never made it to paper.
When the van, the office, and the spreadsheet disagree, the fix is rarely another login — it is one job story everyone trusts. Book a review and we'll map yours from first call to paid.
No favourite vendor religion. We match stack to your size, risk, and who will maintain it when we are not in the room. If the grown-up answer is a spreadsheet with rules everyone agrees to — we say that out loud.