What we look at
Four dimensions, priced separately.
You may already suspect where the money goes. The audit puts a dollar figure on each stage: booking, dispatch, pricing and retention. We use the same published benchmark basis so you can compare the findings and decide where to start.
Follow the three-week process
Booking
Where does an enquiry stop becoming paid work?
Dispatch
Where do paid hours stop becoming billable hours?
Pricing
What does each completed job leave behind?
Retention
What brings the customer back for the next visit?
Inside the audit
Four layers. One connected business.
We check each stage against your operating and financial records, then compare the findings to decide what needs attention first.
01 / Booking
Demand is only the beginning.
We follow enquiries through estimates and bookings to completed jobs, looking for where potential work is lost.
- Call records
- Estimates
- Booked and completed jobs
02 / Dispatch
A busy truck is not the same as a productive day.
We compare crew schedules with drive time and completed jobs. Gaps between visits or work assigned to the wrong truck can leave paid hours unbilled.
- Crew schedules
- Drive time
- Job duration and completion
03 / Pricing
Follow the margin through every job.
We check the price book against labour, materials and final invoices to see which jobs contribute margin and which leave too little behind.
- Price book
- Labour and materials
- Invoices and job costing
04 / Retention
The next visit belongs in the same picture.
We check customer history, follow-up and maintenance plans for missed repeat work. We also compare expected recurring revenue with what customers actually pay.
- Customer history
- Follow-up activity
- Maintenance plans
These diagrams explain the method. They do not show customer results or your benchmark estimate.
How it works
A ranked plan in three weeks.
In three weeks, you get a ranked leak list and a Margin Integrity Score, with sources for every figure. The 90-day roadmap explains what your team can do next, with or without us.
01We interview your leaders
We interview the owner and the people responsible for operations and finance, paying attention to where their accounts differ.
The starting point- Owner interviews
- Operations
- Finance
A set of specific questions to test against the records.
02We pull the data behind the answers
We reconcile dispatch, CRM and job-costing records with what we heard in the interviews.
What we connect- Dispatch
- CRM
- Job costing
Findings that can be traced back to the work, the invoice and the source.
03We find where the chain narrows
We price and benchmark every stage, then identify the main constraint.
What you leave with- Ranked leak list
- Margin Integrity Score
- 90-day roadmap
A source line under every figure and a plan your team can run without us.
Example output
Follow the figures. Test the priorities.
This example puts a dollar figure on all four stages. Change the recovery assumptions to see how the priorities shift.
Sample recovery opportunity
Across 4 connected stages. Move the controls to see how the priorities change.
Inspect the assumption / Booking
What changes when less is recovered?
You may not win back every missed booking. Lower the recovery level to see whether booking should still be a priority.
Choose how much of each opportunity is recovered. The sample leakage stays fixed.
The ranked answer
Dispatch comes first.
The sample points to dispatch. Follow paid crew hours through to completed, billable work.
$96,000 of $211,000 in the adjusted example — 45% of the total.
Compare every figure
| Stage | Sample leakage | Original potential | Selected recovery |
|---|---|---|---|
| Booking | $82,000 | $54,000 | $54,000 |
| Dispatch | $147,000 | $96,000 | $96,000 |
| Pricing | $71,000 | $41,000 | $41,000 |
| Retention | $40,000 | $20,000 | $20,000 |
| Total | $340,000 | $211,000 | $211,000 |
Illustrative. Your figures come from your own dispatch and job-costing data. Not client results or an estimate for your business.
Each slider selects a share of the full sample recovery potential. The leakage figures stay fixed so you can compare the scenarios.
What you get
Every finding leaves a paper trail.
Check the numbers behind each finding and see how the plan will guide your team. Open a sample document below.
01Findings ranked by dollar value
Every finding carries a number and a source line you can check.
A ranked finding, with its source attached.
Source line: input file → checked record → finding.
02Measured against shops like yours
Compared with businesses in your trade, revenue band and region rather than a single national average.
The comparison has to fit the business.
03A plan you can run without us
Written for your operations manager. If you never call us again, it still works.
Ninety days, in an order your team can use.
04No obligation to buy further work
The report is complete on its own. It is not a quote for further work.
The diagnosis stands on its own.
Open the illustrative report overview
across four stages, each with a source line you can check
with four sub-scores
first call through repeat
prioritised, runnable without us
The shape of what lands on your table. Figures are illustrative; yours are drawn from your own dispatch and job-costing data.
The guarantee
If we don't find at least
$200,000
in recoverable revenue, you pay nothing for the audit. You will not receive a partial refund or credit toward future work instead.
The threshold is a fixed dollar amount, not a multiple of the audit fee. It is the same whether your revenue is $2M or $20M.
You already know something is wrong.
Spend ninety seconds with the calculator for a provisional range based on businesses like yours.