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Business Checklist with Housecall Pro

Posted By Housecall Pro, Thursday, November 2, 2017

You have been busy this summer, and we all know that during busy times even the most organized businesses tend to let some things slip through the cracks. It could be that you haven’t re-ordered your supplies, or that you have a couple of unpaid invoices that need following up. Now that the busy season is beginning to wind down it’s time to take stock of your business and prepare to finish out the rest of the year.

That’s why we created this business check-up checklist. Start taking the steps to get your business back in order...

Inventory

Payments: 

With all of the back-to-back jobs you’ve had this summer, there may be some invoices that have yet to be paid. Check in with  those customers who have outstanding payments that haven’t been collected by sending them a follow up invoice

Budget:

Take a look at what you had budgeted for the high season and compare it with how much you actually spent. Adjust your budget accordingly for the rest of the year if you need to.

Supplies: 

Find out what supplies you used the most and keep track of them for next year. Once you know what supplies you used the most, you can use that as a reference to prepare your orders for the next busy season.

Reflect on the past year:

Acknowledge and learn from any mistakes you might have made this past year. See what you could have done differently and make sure to implement those changes for the next busy season. Some of these changes can be timely, so make sure to take advantage of this slower season to start implementing new structures and workflows now.

Look at Your Highlight Reel:

Don’t just learn from your mistakes, but focus on your success as well. Make sure to take note of all of your wins so you can continue the actions that have helped your business grow.

Set Goals: 

Once you’ve identified your strengths and weaknesses you can begin to set your goals for the end of the year. You want to make sure to create a distinct set of goals that are specific, measurable, achievable, relevant, and timely - aka SMART goals.  

 

-To learn more tips and tricks to help run your business more efficiently, visit us at HousecallPro.com.  

 

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