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Information Booklet- Profitable Tradie

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Systems Checklist<br />

Find your spending too much time on tasks you don’t want to be doing? Or maybe your<br />

spread too thin each week, systems help!!!!<br />

Yes/No<br />

(Yes only<br />

if 100% of<br />

the time)<br />

Items to<br />

work on in<br />

the next<br />

90 days<br />

52 Have you documented and systemised all your financial systems?<br />

53 Do you regularly review your biggest inefficiencies and act on them?<br />

54 Do you have all key tasks and routines documented in a “operations manual”?<br />

55 Are you using job management software? Are you using this to its full potential…<br />

56 Do you have an up-to-date health and safety policy? Are you following it?<br />

57 Do you regularly review your systems for technology improvements?<br />

58 Do you have a system for enquiries?<br />

59 Do you have all your licensing and regulatory systems in place?<br />

60 Do you systemise automated emails to nurture your prospects?<br />

61 Do you schedule and complete regular maintenance on all key items of equipment?<br />

62 Do you have online job cards?<br />

63 Are you using a quality assurance checklist ensuring consistency and making sure things aren’t forgotten on the job?<br />

64 Do you have an A-Z of all your operations, architecting all the systems of your business in an overview?<br />

65 Can you go on holiday without concern and comeback to your business operating better than when you left it?<br />

66 Do you have a materials ordering system?<br />

67 Do you have a handover checklist?<br />

68 Do you have a pre-job checklist to make sure the sites ready for you when working with builders?<br />

69 Have you got a system for back costing jobs?<br />

Systems Total:

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