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Where is your money going?

Ten questions about how work gets quoted, applied for, invoiced and chased.

  1. 1 of 10 · RetentionsDo you have a list of every retention you are owed, with release dates?
  2. 2 of 10 · Extra workWhen someone asks for extra work on site, is it priced and written down before it is done?
  3. 3 of 10 · Applications and invoicesDo your payment applications or invoices go out on the same date every month?
  4. 4 of 10 · SubstantiationIf a customer queried an invoice this afternoon, could you find what backs it up in ten minutes?
  5. 5 of 10 · Job marginDo you know this week which jobs are making money and which are not?
  6. 6 of 10 · QuotesDoes every quote you send get followed up?
  7. 7 of 10 · Money owedDo you have a note of who owes you and how long for?
  8. 8 of 10 · Contract termsDoes anyone read the payment terms before you take a job on?
  9. 9 of 10 · The owner's timeDoes the month-end paperwork get done in working hours rather than your evenings?
  10. 10 of 10 · CoverIf you were away for two weeks, would the quoting, invoicing and chasing still happen?

Choose the answer that best reflects how your business works, and the result says where the gaps are and what a Commercial Health Check would examine first. Nothing is sent anywhere unless you ask for it at the end.

0 of 10 answered