Invoicing and receipts
Zach doesn't do them anymore. His admin sends invoices and matches every receipt to the right job in QuickBooks.
Case study
Blue Collar Builders
The phone would ring while the whole team was on site. Receipts came in by text, missing half the details. And how the business actually ran (which crew goes where, how an expense gets categorized) lived in one place: Zach Teeples' head.
- Company
- Blue Collar Builders
- Work
- Bathroom, kitchen and basement renovations
- Revenue
- About $1.5M a year
- Team
- A project manager, 2 crew leads and 3 crew members
- Software
- JobTread and QuickBooks
What the office was costing Zach
Zach owns Blue Collar Builders and was doing all the office work himself: invoicing, receipts, payroll, calls and scheduling. On our first call, we asked him to put numbers on it. These are his own estimates from before we started.
~20 hrs
10+ hrs
~$3,500
That's the work we took on. Every one of those office hours is an hour Zach can spend selling, where his time is worth the most, or at home with his family.
What changed
The phone
Calls get answered during business hours, including while the crew is on site.
Payroll
Moved off his plate in four steps: the admin watched Zach run it, then Zach watched the admin, then the admin ran it with a check, then alone.
The office is written down
Scheduling, payroll, invoicing, receipts, customer communications and Facebook posting each have a step-by-step procedure, so the business doesn't stop when Zach steps away.
Numbers on the office
Zach now has numbers on his office: calls by type, receipts missing information and who owes money, sorted by how overdue it is.
What we're building next
The core systems are running, so the work has moved on to Zach's three priorities: automating the manual work, job costing with profit margins on every job, and a monthly KPI report.
See how it worksRunning a business like Zach's?
Book a call and tell us where your office stands. We'll tell you honestly whether it's a fit.