The parts that keep
the business standing up.
Six of the twenty-four. Not the work itself and not the money — the things you are glad of later. Where the certificate went, who has not been asked for a review, what the mower cost and when it was last serviced.
All 6, in detail.
Local outreach
Track local businesses from a letter to a signed client, with a nudge when one goes quiet.
Local work is won by turning up twice, and the second time is the one everybody skips because nobody wrote down that the first one happened.
Google reviews
Your rating, and which clients finished a job this week and have not been asked yet.
Reviews are the cheapest marketing a local trade has and the easiest thing in the world not to get round to. Knowing who to ask, on the day the job went well, is most of the battle.
Files
Contracts, certificates and paperwork, filed and searchable instead of in the van.
The alternative is a folder in the van, and the van is never where you are when somebody asks for the certificate.
Printed paperwork
Quotes, care plans, run sheets and statements on your own letterhead.
Some clients still want paper, and paper that looks like it came from a business does a job an email does not - particularly with the sort of client who is deciding whether to trust you with a key.
Backups
Nightly, with an offsite copy. Your data is a file you can take with you.
Nightly, with a copy kept off site. Backups exist so a bad day does not become a bad year, and your data stays a file you can take with you whatever happens to me.
Equipment
Your kit, what each piece cost and when it was last serviced.
It matters twice: on the Tuesday something packs in and you need to know how old it was, and in the spring when the accountant asks what you spent on kit.
Easier to judge with a week of work in it.
Ask for a demo login and have a look at the lot. When you want the real thing, the first month is free and there is no card to put in until it ends.