Fit Note
- What we saw
- What you told us
- What we think might be true
- What we do not know
- One useful next step
To keep whether or not you proceed.
Start with what you want the business to do. Our example joinery has three goals. Two run from enquiry to booked job, and from the job to a full invoice. The third is what Pat knows, on hand. Pat is the owner.
If your job software already sends the quote reminder and chases the overdue invoice, leave that where it is. We look for the work that carries a goal and that nothing you pay for does yet.
‘We were missing around 15–25 calls a week, sometimes 40 in peak months. […] Our answered‑call rate jumped from about 58% to 89% in the first week. We ended up booking roughly $5k of work in the first fortnight from people I’d completely forgotten about.’
Isaac Ayam, Google review.
An electrician with a small team, on an earlier system of ours.
A 25‑minute call. No files, no homework. A written note either way.
From enquiry to
booked job
From the job
to a full invoice
What Pat knows,
on hand
| Mon | Tue | Wed | Thu | Fri | Sat | Sun |
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | 6 | |
| 7 | 8 | 9 | 10 | 11 | 12 | 13 |
| 14 | 15 | 16 | 17 | 18 | 19 | 20 |
| 21 | 22 | 23 | 24 | 25 | 26 | 27 |
| 28 | 29 | 30 | 31 |
Fitted before 18 December.
Lena Ruiz
Agreed on site
| Job | Agreed by |
|---|---|
| 12 white oak cupboard doors | Pat |
Agreed by word on site.
Pat needs it in writing.
Timber
To: Wexcombe Joinery
Timber
To: Wexcombe Joinery
Team Enablement Workshop
| Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|
| People | Operations | Customer care | Sales | Finance |
| New starter’s first week | Fitting date offered | Questions about a job | Quote from enquiry | Final invoice |
| Pat | Sam | Pat | Sam | Pat |
Included in every Build
Sales
Customer care
Marketing
Operations
Finance
People
Sam signs
Sam, office manager
To: Lena Ruiz
| Item | Amount |
|---|---|
| 12 white oak cupboard doors | $1,344.00 |
| Fitting, 6 hours | $510.00 |
| Variation | |
| Supplier bill | |
Pat, owner
Pat signs
Pat, owner
Lena Ruiz
12 white oak cupboard doors
| Item | Amount |
|---|---|
| 12 x $112.00 | $1,344.00 |
| Fitting, 6 hours | $510.00 |
Quotes hold for 30 days.
Agreed on site
| Job | 12 white oak cupboard doors |
|---|---|
| Agreed by | Pat |
12 white oak cupboard doors
720 x 450 mm. Fitted before 18 December.
Pat checks
Pat, owner
Wexcombe Joinery is a fictional joinery.
From enquiry to booked job. A quote from the enquiry, then a fitting date. Sam, the office manager, signs between them.
From the job to a full invoice. Variations agreed on site, supplier bills, then the final invoice. Pat, the owner, signs at the end.
What Pat knows, on hand. Questions about a job, then a new starter’s first week. Pat checks between them.
Example job. The business shown is not a client.
Every job in the example got one of four verdicts: Build, Already have it, Fix first, Leave it. Seven of the twenty were worth building, and all seven belong to the three goals.
Quote follow‑ups were “Already have it”, because a reminder is a setting. Cutting lists were “Leave it”: the estimator’s judgement, from the drawings. The workshop schedule was “Fix first”, a whiteboard and a spreadsheet to be agreed into one. The fitting date reads that schedule, so the fix comes before the build.
Worth building.
Software you pay for does it now.
The process needs putting right before anything sits on it.
It belongs with a person.
Three of the four send you somewhere other than a build. We give those as plainly as the first.
| Job | Verdict | Reason |
|---|---|---|
| Quote follow-ups | Already have it | Booked with the quote. A reminder is a setting. |
| Measure visits booked | Already have it | The shared calendar does this now. |
| Website enquiry form | Already have it | It already sends to the inbox. |
| Snag list after fitting | Fix first | Kept on paper. Start one list per job. |
| Photos of finished jobs | Fix first | On three phones. Agree one folder first. |
| Workshop schedule | Fix first | A whiteboard and a spreadsheet. Agree one. |
| Price list kept current | Fix first | Each change needs an owner and a date. |
| Leave requests | Fix first | Asked for in three places. Make it one. |
| Complaints | Leave it | Pat calls each one back. Keep it that way. |
| Replies to reviews | Leave it | Pat writes them, in Pat’s own words. |
| Cutting lists | Leave it | Jo’s judgement, from the drawings. |
| Payroll | Leave it | Kept sealed. Nothing we build holds a key. |
| Hiring a fitter | Leave it | Who joins the team is Pat’s call. |
| Quote from enquiry | Build | Needs your prices, past jobs and terms. |
| Questions about a job | Build | The answers sit in the job file and in Pat’s head. |
| Fitting date offered | Build | Reads the workshop schedule, once it is one list. |
| Variations agreed on site | Build | Agreed by word on site. Pat needs it in writing. |
| Supplier bills to the job | Build | Timber bills sit apart from the job’s costing. |
| Final invoice | Build | Has to carry each variation and each bill. |
| New starter’s first week | Build | How the work is done lives in people’s heads. |
Example job. The business shown is not a client.
A goal is built in pieces. One piece is a Build. It is installed in your existing tools, adds no new system of record and takes three to five weeks.
Two or three pieces that must work together for one result are a Connected Build, which takes six to ten weeks. Either is tested on your real cases before you accept it in writing.
‘Understood what made HVAC jobs so different!’
Abdallah Jassir, Google review.
An HVAC business.
We check the simplest fix first: a setting, a process change, a tool you already pay for. If everything on your list turns out to be a setting, the written note says so.
Sometimes it is not clear whether a piece would hold up on your jobs. An Evidence Check settles that in one week. It runs on a sample of your real cases, against a quality bar agreed with you first. It ends in go, a simpler route or no‑build.
The example on this page is fictional.
A Build is quoted as a fixed fee before you commit. It is covered by our written guarantee.
You get a fixed fee in writing before you commit. It is the same for every client.
Build
You
On a Fit Call we start there, then follow one recent piece of work. Twenty‑five minutes with a founder, free. No files, no homework. A written note either way.
Fit Note
To keep whether or not you proceed.