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 4 of 6

Site visit desk

Site visits are booked, moved and confirmed from one calendar, with the trades and the client told at once.

151 h a year · 950 conversations · Every month
Tools involvedMicrosoft 365433Calendly108BBuildertrend103
From now on72 h runs itself31 h you check48 h stays as is
760 move on
640 move on
260 move on
150 move on
Done

Move the visit

Starts when

It comes from Confirm with everyone (260).

Today

Weather or a late delivery moves the visit and the round of emails starts again.

DDev 259MMaya 129

Tools involved

No tool shows up in this step's email: it runs in the inbox.

From now on You check

New time proposed, Dev approves.

Volume

Emails a year
388
Hours a year
31 h
Months it shows up
12 of 12
OctSep

Then

It goes to Notes after the visit (150). 130 conversations end here.

Where the hours go a year

Who carries it emails

  1. DDev1,913
  2. MMaya785
  3. RRosa404
  4. TTheo82