@Tim Leary current admin set up is my wife and I in the office. Wife typically works 8-1:30 then picks up kids from school. Sometimes she comes back to the office sometimes not. (Office is a shop in the backyard) She handles answering the calls, scheduling, converting completed w.o. to invoices, collecting payments not made on site. She also runs our books. Myself I typically work 630 - 6-7. I do all the other aspects of making this thing work. I don't work in the field anymore unless it's necessary. We currently have 3 techs down from 6 six months ago. Trimmed the fat, restructured and ready to launch back at it in 2026.

@Troy Graham We currently use markate. Our very first CRM was housecall pro but that was about 5 years ago and I believe they have made a lot of upgrades since then and I didnt fully understand it at that time. The beginning of 2025 we tried jobber and paid for their top tier for the year but went back to markate after 4-5 months.(Terrible experience with jobber). So we went back to markate since we never cancelled it. I have heard a lot of good things about housecall pro lately but it is very difficult to change CRM's so we are staying with markate for the foreseeable future.

Systems of work flow from lead generation to job completion/5 star review. Who's roles and responsibilities through that process. How to set every stage for success weather it's a solo operator handling everything or a 10 truck operation. I believe the process needs to be the same so as you scale the process is already in place as 1 customer goes through multiple phases/employees. Lead Estimate Follow up Convert to work order Schedule job Properly set up tech for job Complete work order Convert w.o. to invoice (Add extras if any) Collect payment Follow up and send review link Quote additional work they asked tech about while completing w.o. This is our normal process. When it's yourself doing everything it's not so bad, but as you scale and this process starts going through multiple hands things seem to get missed. Like... Forgot to let tech no he needed a specialty tool now he wasted an hour driving back to shop, or things we did while onsite didn't get added to invoice, or a week later customer calls asking for their quote your tech promised them but the message was never relayed to office staff.ect.