17 work samplesTrades job systems first
Built on realistic data to show how I approach each kind of project: the scope, the milestones, the checks and the files you would get. They are not past client jobs.
How I move a plumbing, electrical or HVAC business off a shared job sheet and typed invoices into ServiceM8, with Xero kept as the books.
ServiceM8 · Xero · Google SheetsRead →
How I'd approach a multi-state plumbing and electrical business whose CRM marks jobs Booked before they're confirmed and keeps creating duplicate contacts, so that sales, ops and the owner can trust the pipeline again.
GoHighLevel · ServiceM8 · Xero · ZapierRead →
How I build one monthly dashboard for revenue, margin, quotes, technician load and cash from Jobber and Xero, with every Jobber invoice tied to Xero first.
Jobber · Xero · Looker Studio · ExcelRead →
How I move a recurring-service business (cleaning, lawn care, pest) out of Jobber without losing a visit, a site note or a dollar of billing.
Jobber · QuickBooks Online · Google WorkspaceRead →
How I take a hire or equipment business from a year of loosely coded Xero invoices and a paper asset log to clean books, a billing check and a yard app the crew can use.
Xero · Airtable · Glide · MakeRead →
How I map a field-service business's request-to-paid workflow into Jobber and write it up so the team follows the same steps.
Jobber · Word · ExcelRead →
How I set up a contract register that drives retainer and milestone invoices in Xero, with renewals and overdue accounts in view.
Xero · ClickUp · MakeRead →
How I'd set up simPRO progress claims, variations and retention for an electrical contractor, tied to Xero, with a monthly WIP view for the owner.
simPRO · Xero · ExcelRead →
How I'd set up Tradify and Xero for a residential builder so every approved variation is invoiced, every supplier bill lands on a job and margin is visible.
Tradify · XeroRead →
How I'd set up Fergus purchase orders and Xero bills for a plumbing and gas business, so materials tie to jobs and what Xero is billed matches the jobs.
Fergus · XeroRead →
How I'd connect HubSpot and Jobber for a landscaping business, so every enquiry has a deal, every quote links back to it and lead sources show what they win.
HubSpot · Jobber · ZapierRead →
How I'd re-cost a simPRO pricebook for an electrical contractor after three supplier price rises, with an approval list, a safe import and a margin report.
simPRO · Excel · XeroRead →
How I move a small business from QuickBooks Online to Xero so the opening balances are proven, not assumed.
QuickBooks Online · XeroRead →
How I bring several bank accounts back into line with the ledger for a quarter, and leave a dashboard that shows each month's position.
Stripe · ExcelRead →
How I set up HubSpot from an old CRM export, event sign-up sheets and website enquiries without importing duplicates and bad data.
HubSpot · ExcelRead →
How I turn a set of loose spreadsheets into one Google Sheets system that numbers and taxes invoices, queues bills and projects cash 13 weeks out.
Google Sheets · Apps ScriptRead →
How I connect a booking form to the CRM, invoicing and team chat so every valid booking is processed once and every bad one is stopped with a reason.
CRM · Xero · SlackRead →
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Not listed? If it has an API or an export, I can usually work with it.
Send a short note on Upwork about what is slowing the business down. I’ll reply with where I’d start, and whether the US$300 Systems Health Check is the right first step.
