Packaged Offer
Get Control of Jobs, Quotes, and Follow-Ups in Weeks
Stop missed jobs and admin overload with clear job management systems.
Running a trade business should not mean juggling jobs, chasing quotes, and spending nights catching up on admin. This packaged offer is designed for trade and home service businesses dealing with missed jobs, slow follow-ups, and too much operational load falling back on the owner.
Over a focused 4 to 6 week period, we set up a practical job management system tailored to how your business actually operates. This includes structuring quoting, scheduling, job tracking, and invoicing workflows so nothing slips through the cracks.
The result is a noticeable lift in operational control. Jobs are tracked properly, quotes go out faster, follow-ups are consistent, and fewer opportunities are missed. Admin becomes more predictable and less dependent on the owner holding everything in their head.
This is not about adding complexity or enterprise software. It is about implementing a simple, fit-for-purpose system that supports day-to-day operations and allows your trade business to run more reliably as it grows.
IS THIS FOR YOU?
Is admin and job tracking slowing your trade business down?
This package is built for trade and home service businesses that are losing time and revenue due to poor job visibility, slow quoting, and admin bottlenecks. It focuses on creating clear systems so jobs move from enquiry to payment without constant owner involvement.
- Are jobs or enquiries slipping through the cracks due to manual tracking?
- Is quoting slow or inconsistent, costing you potential work?
- Does most admin, scheduling, and follow-up fall back on the owner?
ABOUT THE EXPERT
ClearOps Agency
ClearOps Agency
ClearOps helps owner-led cafes, restaurants, and trade businesses bring order to their operations by simplifying how work actually gets done day to day. We work closely with business owners who feel stretched, reactive, or buried in admin, and help them replace ad-hoc processes with clear workflows, practical systems, and repeatable routines their teams can actually follow. Our focus is on reducing operational friction, improving consistency, and giving owners back time, visibility, and control so the business can run smoothly without constant firefighting.
METHODOLOGY & MILESTONES
Job Management Setup and Workflow Implementation
Operational and Admin Review
We review how jobs currently flow from enquiry to completion, including quoting, scheduling, invoicing, and follow-ups. This identifies where delays, errors, and missed jobs are occurring.
System Setup and Workflow Implementation
We configure and implement a job management system with clear workflows for quoting, scheduling, job tracking, and invoicing. These workflows are aligned to how your team actually works.
What You'll Receive
Trade Job Management Setup Deliverables
- Job Management System Configuration Setup of a practical job management system covering enquiries, quotes, scheduling, job status, and invoicing.
- Quoting and Follow-Up Workflows Clear workflows that ensure quotes go out quickly and follow-ups happen automatically or consistently.
- Scheduling and Job Visibility Framework Improved job scheduling and visibility so the team knows what is booked, what is pending, and what needs action.
Popular Add-ons
Monthly support to refine workflows and adapt the system as workload changes.
Additional setup for mobile teams to improve on-site updates and job tracking.
Custom reports for job profitability, workload, and cash flow visibility.
Client Testimonials
Before this setup, jobs were tracked in our heads and on scraps of paper. Quotes were slow and follow-ups were hit and miss. Once the system was in place, everything became clearer. Fewer jobs were missed, quotes went out faster, and I wasn’t buried in admin every night.
PACKAGE TERMS
Terms and Conditions
What's Included
- Inclusions: Job management system setup, workflow design, quoting and scheduling configuration, and handover support.
- Exclusions: Software licence costs, ongoing admin work, or financial bookkeeping.
- Client Responsibilities: Provide access to current job data, tools, and admin processes.
- Client Responsibilities: Participate in workflow sign-off and team onboarding.
Package Summary
Trade Job Management Setup Deliverables
- Job Management System Configuration
- Quoting and Follow-Up Workflows
- Scheduling and Job Visibility Framework