Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Process review: order-to-delivery at a custom furniture workshop
Current process map (order intake → production)
- Customer sends an inquiry via website form, phone or Instagram DM
- Owner (Dan) replies personally, often 1–3 days later
- Dan measures on site, sketches by hand, photographs the sketch
- Quote typed in a Word template, emailed as PDF
- Customer pays 50% deposit by bank transfer; Dan checks the bank app manually
- Sketch and notes handed to the shop lead on paper
- Shop lead orders wood by phone; adds job to the whiteboard
Bottlenecks and losses
| Problem | Where | Impact |
|---|---|---|
| All inquiries go through one person | Steps 1–2 | ~20% of inquiries never get a reply; slow first response |
| Paper handoff to the shop | Step 6 | 3 rework cases last quarter due to lost or misread dimensions |
| Deposit checked by hand | Step 5 | Jobs start late; once a job started without a deposit |
| Whiteboard is the only schedule | Step 7 | Delivery dates promised without seeing the load |
Improved process
- All channels lead to one shared inbox; office manager replies within 4 working hours with a booking link for measurement
- Measurements entered into a job card (shared spreadsheet or simple CRM): dimensions, wood, finish, photos
- Quote generated from a price sheet with standard options; Dan approves only non-standard items
- Office manager confirms the deposit and marks the job card "Ready for production"
- Shop lead takes jobs only from the "Ready" column; materials ordered from the card
- Delivery date given only after the job is placed on the shared schedule
Simple metrics to track
- First response time — target: under 4 working hours
- Inquiry → paid deposit conversion — current estimate 25%, target 35%
- Rework cases per month — target: 0–1
- On-time delivery — target: 90%
Step-by-step plan
- Week 1: set up a shared inbox and a job card template
- Week 2: build a price sheet with the 12 most common options
- Week 3: move the whiteboard to a shared schedule; train the shop lead
- Week 4: review the first 10 orders against the new metrics
Client: Oak & Pine Studio, a 9-person workshop making custom tables and shelving. Processes reviewed: order intake, production scheduling, delivery and installation.
The client and all details are made up.
About this service
Small construction firms lose margin in the gaps between office and site: estimates built from scratch each time, materials ordered late, crews arriving before the previous trade has finished, change requests agreed by phone and never billed. We map a job from enquiry and site visit through estimate, contract, scheduling of crews and subcontractors, material orders, change orders and inspections to handover and final invoice. You get a clearer job workflow, rules for change orders, a handover checklist and numbers such as estimate turnaround and jobs finished on schedule.
What is included
- What you getA written review: the job workflow as numbered steps with office and site roles, a table of delays and unbilled work, the improved process with change-order rules and a handover checklist, metrics and a change plan.
- Job workflowEnquiry, estimate, contract, build, handover
- Office–site handoffsWhere information gets lost between them
- Crew and material timingSequencing trades and deliveries
- Change-order rulesAgree in writing, price, then build
- Job metricsEstimate turnaround, delays, unbilled extras
How it works
- 1BriefYou describe how a typical job runs
- 2ReviewWe trace the job and find the gaps
- 3PlanYou get the new workflow and rules
What we need from you
The kind of jobs you do and their typical size, who estimates, schedules, buys materials and supervises the site, which subcontractors you use, how changes are agreed, the tools you use, and photos or screenshots of your schedule or estimate template.
We will ask you:
- What kind of jobs do you run?
- Who prepares estimates, and how long does it take?
- How are changes on site agreed with the client?
- Where do jobs most often run late?
Compare packages
| Packages | BasicOne job stage$19 | StandardUp to 3 stages$39 | PremiumEnquiry to final invoice, 90-day plan$79 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 4 days |
| Revisions | 1 | 2 | 3 |
| Processes | 1 | up to 3 | up to 6 |
| Metrics to track | up to 3 | up to 6 | up to 10 |
| Improvement plan | Step by step | Step by step | 90 days, week by week |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Do you check our estimates or prices?
No. We look at how estimates are made and passed on, not at quantities or rates.
Does this cover site safety or building codes?
No. Safety rules, permits and codes depend on your country and stay as your regulations require.
Can you recommend project software?
We describe what the tool must do for your workflow. Choosing and setting it up stays with you.