FS
Fernhill
Year 12 · Oct 2025 to Sep 2026
OverviewClients and partnersBack officeWhere time goesJobs6Tools and softwareTeam6Hand-offsWhat waitsProjects
Jobs
Quote drafts122 hPermit checks64 hSupplier orders188 hSite visit desk151 hClient update46 hInvoice reminders97 h
Sample audit
This is a sample audit of a made-up firm.
Jobs
Stage 1 of 6

Quote first drafts

A first draft of every quote is ready from the site notes, so Kofi starts from a page instead of a blank.

122 h a year · 700 conversations · Every month
Tools involvedPandaDoc226HubSpot173Calendly115WeTransfer62
From now on30 h runs itself44 h you check48 h stays as is
440 move on
260 move on
230 move on
170 move on
Done

Gather the scope

Starts when

It comes from Lead comes in (440).

Today

Kofi asks for photos, measurements and a budget, often over three or four emails.

KKofi 416RRosa 104

Tools involved

  • WeTransfer62 of 520 emails

From now on You check

Questions drafted, Kofi approves.

Volume

Emails a year
520
Hours a year
28 h
Months it shows up
12 of 12
OctSep

Then

It goes to Draft the quote (260). 210 conversations end here.

Where the hours go a year

Who carries it emails

  1. KKofi1,451
  2. MMaya419
  3. RRosa104