A 20-minute weekly business review for contractors
Small crews rarely stop to look at the numbers. Twenty minutes a week catches most problems early.
- Open quotes. Which estimates are still waiting and who needs a follow-up call.
- Unpaid invoices. List anything past due and decide who calls whom.
- Jobs finished but not invoiced. These are the easiest dollars to lose.
- Next week's schedule. Check parts, permits and tech availability.
- One thing to improve. Pick a single change to try this week.
Common questions
When is the best time to do it?
Pick a fixed slot, such as Friday afternoon, and keep it.
Who should be in the review?
The owner and whoever schedules and bills.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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