Business overview

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

Do you work in with other tradesmen or services with multiple vehicles?
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.