Grafta — Business Intake

Business name

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Your name + best mobile

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Your trade(s) — plumbing, sparky, chippy, builder, concreter, brickie, whatever you are

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Who do you work for? (tick all that apply)

Homeowners / residential

Builders / commercial

Strata & real estate agents

Insurance work

Council / government / schools

Facilities / body corporate

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Suburbs / area you cover

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How many on the tools, and who runs the office/paperwork? Names help — 'my wife Sarah does invoices on Sundays' tells us plenty

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How does work arrive?

Phone calls

Word of mouth / repeat customers

Email work orders (strata, agents, builders)

Client portals (councils, Dept of Ed, insurers)

Tenders / government work

Strata / property managers

hipages / Airtasker / Facebook

Website / online leads

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Straight up: how many calls or enquiries slip through the cracks each week — and what happens to them?

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Do you do emergency / after-hours work? What happens when the phone rings at 9pm?

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Any portals or client systems you're forced to use? Name them (eVolve, council systems, strata portals, builders' platforms…)

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Your main repeat clients, if any (builders, strata companies, agents, councils) — and is it POs and contracts, or a phone call and a handshake?

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Walk us through a normal job — from it coming in to money in the bank

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Roughly how many jobs a week, and the typical job value ($ range)?

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Quotes: who writes them, where/when, how fast do they go out, what win rate — and when you LOSE one, what usually kills it?

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How do you price? Hourly + materials, call-out fee, fixed quotes, rates in your head, a spreadsheet…

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Extras and variations mid-job: how do they get agreed — and do you ALWAYS get paid for them?

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Money: what software (Xero/MYOB/paper)? How long do people take to pay? Roughly how much is unpaid right now?

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Where do job documents actually live — quotes, photos, certs, receipts? Desktop, email, ute console… be honest

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Compliance paperwork (notices, certs, SWMS): who does it, and has a deadline ever bitten you?

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Licences and insurances you hold — and who remembers the renewal dates?

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If you've got crew: how do their hours get recorded and turned into wages?

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How do the crew get told where to go each morning? WhatsApp/texts/calls?

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Ever tried an app (ServiceM8, Tradify, etc.) and dropped it? What killed it?

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Who does your office work (their name!) — and what would make THEIR week easier? This system works FOR your office person, never instead of them.

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If you trusted someone tomorrow: the ONE job you would hand over first? And what would you NEVER hand over?

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If this system ran tomorrow — the one call or job you would be scared it gets wrong?

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Five years from now: bigger, or same size with you working less?

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Honest answer: hours per week on paperwork and phones (you + anyone else)

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Tell us what you dragged in — one line per file is perfect

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Grafta — Business Intake

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