Free Diagnostic · For Trades Owners
How much money is leaking out of your shop this year?
Ten questions about the cracks every $500K–$2M trades business has between a phone ringing and the cash hitting the bank. You put in your own numbers — these aren't my estimates, they're your business — and watch the total climb as you go. No login, no signup: your numbers stay in your browser, and nothing leaves it unless you choose to email yourself the results. Then I hand you one fix you can go make yourself this week.
Start with two numbers about your shop
Most of the math below runs off these two. Rough is fine — your gut number is close enough.
Now walk the quote-to-cash trail
Leave a row blank if it doesn't apply. Every figure you enter stays in your browser — nothing is sent anywhere unless you choose to email yourself the results.
1. Calls going to voicemail
When a contractor or homeowner calls and gets voicemail, most never call back — they dial the next name on the list.
2. Quotes you never followed up on
Quotes you sent last month and then never chased. Warm buyers who just needed a nudge — sitting cold.
3. Quotes that go out too slow
Jobs you lose because a faster competitor got their number in front of the customer first.
4. No-shows and last-minute cancellations
Booked work that evaporates because nobody got a reminder — a truck and crew sit idle.
5. Work you finished but never billed
Completed jobs that slipped through and never turned into an invoice — pure margin, gone.
6. Invoices written off as uncollectable
Money you earned, billed, and eventually gave up chasing — slow, manual AR is expensive.
7. Your own hours buried in admin
Time you personally spend scheduling, chasing paper, and re-typing things software should handle — time that isn't selling or running jobs.
8. Double-entry between systems
Staff re-typing the same job into your quoting tool, your calendar, your accounting, and a spreadsheet — paying twice for one piece of data.
9. Past customers you never re-contact
Repeat and maintenance work you leave on the table because nobody reaches back out to last year's customers.
10. The spreadsheet only you can drive
Could anyone but you run this business from your spreadsheet tomorrow if you were out for two weeks?
A "no" isn't a dollar figure — it's the biggest risk on this page. The whole business depends on one person. It adds the maximum hit to your score.
See exactly which leak to plug first.
A ClearPath Map sits Tim down with you and your team to trace your real quote-to-cash flow, rank the leaks, and tell you the single fix worth the most. And it credits 100% into that first fix — so the Map either pays for itself or pays for the build.