Forum Discussion

NJones's avatar
NJones
Contributor 3
8 days ago

When did you realize your business needed systems, and what did you implement first?

At what point did you realize your business needed systems instead of just hard work, and what was the first system you put in place?

For me, it was when things started slipping even though we were working harder than ever. Jobs were getting missed, communication wasn’t as tight, and everything still depended on me being involved. That’s when it clicked that effort wasn’t the problem, structure was. The first system I really put in place was around job flow. Clear process from estimate to scheduling to execution, so the crew wasn’t guessing and I wasn’t constantly putting out fires. Once that was in place, everything started to run smoother and it took a lot of pressure off me.

4 Replies

  • Our first system was more of a personnel add. My wife hopped on and got me organized and started answering phone calls. Since then we have employed forms and such to capture the leads we might miss.

  • Our system implementation started just like yours,NJones​. We were doing more work than ever but we were letting calls for service slip by and were not operating at the level we had been. 

  • HUGEHandyman's avatar
    HUGEHandyman
    Jobber Ambassador

    I totally signed up for jobber after a late night putting together PDF invoices for people after getting worked all day. haha more recently, I've created a sales funnel system because I realized we miss waaaay too many job leads. Just literally burning money at that point. If it affects you bottom line, make the investment (whether it's time or money) to fix the thing.

    My suggestion here though is not to do it all at once. Even though there are a ton of fires going on in your life, really hone in on one and fix it completely or most the way before moving on to the next shiny object. And if you are able to dedicate time to it, just pay a premium for someone who is very good at that thing to do it for you. That way you ensure it gets done and you don't need to learn all the intricacies of a given program to make it. A good example is your website - are you really going to take the time to learn how to code or make things look coherent? It'd be way more efficient to focus on the things your good at and pay someone else. 

  • I think when we started we all had our own system and we just built on it and expanded it as the business expanded.  As for Jobber I signed up once I missed the second appointment with my customer as I was tracking it in Excel.