The map our advisor draws
A business owner tells the advisor what tools they use. It draws them like this and shows where AI could save time or money.
How a job moves through your business
Every job depends on one paper book, so calls, scheduling, and invoicing wait on the owner.
Product names and logos belong to their owners. Shown to illustrate connections, not to claim a partnership.
Read this map as a list
- Mobile phoneYou told us
Phone
You said: “If I am under a sink I miss the call.”
- By hand — Mobile phone is handed to Paper diary on the desk. Whoever answers writes it down. Today that is a real drag.You told us
- Paper diary on the deskYou told us
Scheduling
You said: “The book on the desk is the schedule.”
- Typed in twice — Paper diary on the desk is retyped into QuickBooks. Job details retyped at the end of the day. Today that is costing you the most.You told us
- QuickBooks (Intuit)You told us
Accounts and invoicing
You said: “Invoices go out of QuickBooks.”
- Already connected — QuickBooks flows into Square. Invoice takes the card payment. Today that is running fine.We saw it on your site
- SquareWe saw it on your site
Taking payment
Our note: Payment script found on the public site.
- Any customer databaseWe couldn't check
Customer records
- A single place every job landsWe'd add
Internal work
Our note: Proposed by us to remove the evening retyping the owner described.
- What we'd add — A single place every job lands would flow straight into QuickBooks. Job becomes an invoice line on its own.Likely, from what you said
We can only read your public web pages. Anything behind a password is invisible to us, so a blank here never means you don't have it.
Logos and product names belong to their owners. Utlyze is not affiliated with or endorsed by any of them.