ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- Field receiptPaper from the truck, typed in the officeReceipts, tickets, and waivers arrive late and get keyed to a job by hand.
- Draw packageThe draw waits on a missing pageA payment sits because a waiver or an insurance certificate isn't in the file.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for construction and trades
Paper from the truck, typed in the office
Receipts, tickets, and waivers arrive late and get keyed to a job by hand.
Number to bringHow many hours a week does the office spend coding receipts and chasing waivers?
The draw waits on a missing page
A payment sits because a waiver or an insurance certificate isn't in the file.
Number to bringRoughly how much in draws is waiting on paper right now?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Document and invoice intakeFields come off the receipt, the delivery ticket, or the sub invoice and into the system of record, coded to a job. Anything ambiguous stops in a queue for a named person.
- Stop double entry between systemsA job record gets one home. The field app and the books receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Inbound enquiry triageIncoming requests land in one queue, sorted by what they are and who should answer, instead of scattering across phones and inboxes.
- Close preparationJob costing becomes a visible process with owners and blockers instead of a month-end scramble.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
Worth reading
The job that waits in the truck
7 minute read
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.