Mix of clients
Number of staff
No. of vehicles
How far do you travel from your Office?
What phones do you use?
Which carrier do you use?
Do you use tablets?
What Accounting system do you use?
Do you process receipts?
Do you split jobs up with clients to different locations?
Do you use a bookkeeper?
Do you create invoices in the field?
Explain how you work in the office
Explain how you work in the field
Do you manage an INVENTORY?
Do you provide / generate quotes ONSITE?
Do your staff have to visit your OFFICE to enter DATA. eg TIMESHEETS