You do not have to log in anywhere.
The list comes to your phone before you leave the house. Finding a sixty two day invoice on a Monday morning instead of at month end is four weeks of cash you were never going to get back, and the same list catches the quote nobody answered and the job that was finished and never billed.
Not a wall of charts. The handful of questions you already ask, answered without anyone building a spreadsheet on a Sunday night.
If a number does not change what you do on Monday, it comes off the screen.
A chart tells you last month was slow. A list tells you which five people to phone before ten.
So the list is the product. It arrives on your phone every morning with the name, the reason that name is on it, and when anyone last spoke to them. You never have to remember to open anything, which is the reason it keeps working after the novelty wears off.
The screen behind it is for the morning you want to see why a number moved. Most owners look at it every week or two, and that is the right amount.
Sixty three returns are open, nineteen are waiting on the client, and eleven of those have been waiting more than ten days. The eleven are listed with the client name, the missing document and the date anyone last contacted them. Two juniors clear the list before lunch.
Attendance by class shows the Tuesday evening session at half of what it ran in March while Saturday morning is full. Separately, nineteen members on debit order have not come in for a month. The manager moves a coach and phones the nineteen.
Three lines are below reorder level, one supplier is late on an order placed a fortnight ago, and last week's best seller carries the thinnest margin in the shop. The owner reorders two, chases one, and puts a price up.
| Ask yourself | What it means |
|---|---|
| Does the information exist somewhere, even in spreadsheets? | Spreadsheets are fine. Numbers that only exist in people's heads are a different job first |
| Does somebody already build this by hand every month? | Then you already know what it is worth. Multiply their hours by twelve |
| Do two of your systems disagree about the same figure? | Worth agreeing which one is right before anything gets drawn, and we can help with only that |
| What would you do differently if you saw this every morning? | If the answer is nothing, the number is not worth putting on a screen |
| Do you need this, or does a bank or a shareholder need it? | A report for somebody else is usually a spreadsheet |
| What | From |
|---|---|
| One screen with your own numbers | R15,000 |
| The daily list, on a phone or by email | Quoted per job, and you see the number before anything starts |
| Getting figures out of systems that hold on to them | Quoted with the connecting work, so you can see the two halves separately |
What moves the price:
To show you your numbers we have to read from the systems holding them. Reading is usually all we need.
Your own numbers on one screen, refreshed on their own, built around the questions you actually ask.
The short list of names and reasons, sent to you before the day starts.
Most numbers are trapped in the tool that produced them. Freeing them is connecting work and we quote it separately.
Half of these questions only have an answer if enquiries and jobs are recorded in one place, so that is often the first thing to sort out.
Not thirty. Three.
That is a short investigation and it decides the price.
It costs less, it lands on your phone, and within a fortnight you know whether it changed anything.
Half of what goes on the first version comes off, and the screen gets better for it.
The numbers, in one place
Usually not. Most of the time we read what you already have and present it properly. Where a tool genuinely will not give up its numbers, we tell you what the workaround costs before you decide.
Yes, if the sheet keeps the same shape each month. If columns move around or people type notes into the totals row, we tidy the shape once first. Small job, worth doing.
Whoever you decide, set per person. A manager can see his own team's workload without seeing margins or salaries.
It depends on the source. Some update as things happen, others overnight. Every number is labelled with how fresh it is, so nothing on the screen is older than you think it is.
A short message with the handful of people to contact today and the reason each one is on it. Overdue invoice, quote with no answer, job finished and not billed. It takes about a minute to read.
The next step
WhatsApp or call +27 73 932 6852, email [email protected], or book twenty minutes, and we will tell you what it takes to have them answered on your phone before you get to the office.
Or email [email protected]. No slides, and no invoice for the conversation.