SWW-Client Assessment

• CLIENT BUSINESS NAME

• Conducted on

  Date
• Location
  Address

Business overview

• Mix of clients

  Comm

  Dom

  Com+Dom

• Number of staff

  1-2

  3-5

  6-10

  11-15

• No. of vehicles

  1

  2-5

  6+

• How far do you travel from your Office?

  35km

  50km

  100 km

Technology

• What phones do you use?

  APPLE

  ANDROID

  APP+ AND

• Which carrier do you use?

  Telstra

  Optus

  A Mix

• Do you use tablets?

  Yes

  No

  N/A

Accounting

• What Accounting system do you use?

  MYOB

  SAASU

  XERO

  RECKN

• Do you process receipts?

  Yes

  No

  N/A

• Do you split jobs up with clients to different locations?

  Yes

  No

  N/A

• Do you use a bookkeeper?

  Yes

  No

  N/A

• Do you create invoices in the field?

  Yes

  No

  N/A

Workflow

• 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?