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 5 of 6

Weekly client update

Every client gets a Friday note on what happened this week and what comes next, drafted from the week's email.

46 h a year · 280 conversations · Every month
Tools involvedBBuildertrend102
From now on10 h runs itself12 h you check24 h stays as is
150 move on
180 move on
Done

Write the update

Starts when

It comes from Collect the week (150).

Today

Rosa writes a short note per client on Friday afternoon.

RRosa 168MMaya 48DDev 24

Tools involved

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

From now on You check

Note drafted, Rosa edits.

Volume

Emails a year
240
Hours a year
12 h
Months it shows up
12 of 12
OctSep

Then

It goes to Client replies (180). 50 conversations end here.

Where the hours go a year

Who carries it emails

  1. RRosa473
  2. MMaya210
  3. DDev55