Free Assessment
Trade Business
Efficiency Check
Many trade businesses run jobs using paper, spreadsheets, or disconnected apps. Answer 8 quick questions to see if it's time to move to a job management platform like Simpro.
Section 1Operations
Question 1 of 8
How do jobs typically get assigned to your team?
A
Verbal, WhatsApp, or phone calls
B
Whiteboard or diary
C
Spreadsheet or shared calendar
D
Scheduling software
Section 1Operations
Question 2 of 8
How do technicians record job details?
A
Paper job sheets
B
Photos or messages back to the office
C
Spreadsheet or shared docs
D
Mobile job app
Section 2Invoicing & Cash Flow
Question 3 of 8
How long does it usually take to turn a completed job into an invoice?
This is one of the strongest indicators of admin overhead.
A
Several days
B
1–2 days
C
Same day
D
Automatically on job completion
Section 2Invoicing & Cash Flow
Question 4 of 8
How confident are you in knowing job profitability?
A
Hard to track — we mostly guess
B
We estimate afterwards
C
We track some jobs manually
D
We track every job in real time
Section 3Tools & Systems
Question 5 of 8
What tools run your operations today?
A
Paper or memory
B
Spreadsheets
C
Accounting software only (Xero, MYOB)
D
Dedicated job management platform
Section 3Tools & Systems
Question 6 of 8
How many field staff do you manage?
Larger teams generally have more to gain from a centralised system.
A
Just me
B
2–5
C
6–15
D
16+
Section 4Pain Points
Question 7 of 8
What causes the most frustration right now?
A
Scheduling chaos
B
Lost paperwork
C
Double data entry
D
Hard to see job profitability
Section 4Buying Intent
Question 8 of 8
Are you currently considering software to manage jobs?
This helps us give you the most relevant recommendation.
A
Just researching
B
Maybe in the next year
C
Looking to implement in the next 6 months
D
Actively evaluating now
Almost there
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