Find Where You're Leaking Time.
Work through this checklist honestly. Every line that sounds like your business is a spot where AI could take the busywork off your plate — so your team spends time on the work that needs them. Check three or more in any section and it's probably worth a conversation.
Phones & Missed Calls
- Calls go to voicemail when the team is on a job or after hours.
- You don't actually know how many calls you miss in a week.
- Missed callers rarely call back — they call the next business.
Quoting & Estimating
- Quotes take hours, or wait until the evening to get written.
- Pricing lives in someone's head, so only one or two people can quote.
- You've lost jobs because a competitor quoted first.
Lead Follow-Up
- New leads sit for hours before anyone replies.
- Follow-ups depend on someone remembering to chase.
- Quotes go out and then nobody circles back.
Scheduling & Dispatch
- Booking and rebooking eats a chunk of every day.
- No-shows and last-minute changes throw off the whole schedule.
- Crews or reps aren't routed efficiently.
Invoicing & Getting Paid
- Invoices go out days after the work is done.
- Chasing unpaid invoices is a manual, uncomfortable chore.
- You're not sure what's outstanding at any given moment.
Tools & Data
- The same info gets typed into three different systems.
- Your tools don't talk to each other, so there's constant copy-paste.
- There's no after-hours coverage for any of the above.
How to read it
A checked box isn't a failure — it's a candidate. The sections with the most checks are where automation pays back first. Nobody gets replaced; the busywork just stops falling on people who are already stretched.
Want the Printable Version?
We'll email you the full checklist to print and walk your team through — plus a short note on where it usually pays back first. Prefer we just do it for you? The free 30-minute audit runs this on your real numbers.
Rather Have Us Run It?
The free automation audit is this checklist, done for you, on your real operation — with a build plan at the end.