Is your trade business running on your software — or around it?

1.Do your CRM and job management tools sync automatically?

2.When a new lead comes in, does it appear in your CRM without manual entry?

3.Does your accounting software update automatically when a job closes?

4.Can you see a customer's full history in one place without switching tools?

5.Are all new leads automatically captured when they come in?

6.Do leads that don't respond get an automatic follow-up?

7.Can you see at a glance which leads haven't been contacted yet?

8.Are estimates automatically followed up if there's no response after a few days?

9.Does your team know which software to use for each part of the job?

10.Do you have written SOPs for your key workflows?

11.Can your team complete a job (estimate to invoice) without asking you questions?

12.Can new employees get up to speed on your software without extensive training from you?