Admin Automation Checklist

Admin Automation Checklist for Handymen

You lose $800 jobs by forgetting deck railing quotes and miss tax deductions on 22,000 miles. Stop letting admin chaos eat your $65/hr billable time.

Total admin tasks9 tasks (6 automatable)
Time saveable6.8h/week
Value saveable/month$1,896
0 of 9 reviewed
0%

Invoicing & Estimates

  • Text: 'Quote Morales deck: 2hrs labor + hardware.' She emails it instantly.

    1h 30m/week
    Automatable
  • Send a voice note with job details; Christine generates and sends itemized PDF invoices.

    2h/week
    Automatable
  • This needs your personal judgment and presence.

    45 min/week
    Manual

Expense Tracking & Taxes

  • Text start/stop locations; Christine logs miles to Google Sheets for taxes.

    1h/week
    Automatable
  • Snap a photo of the receipt; OCR pulls the total and categorizes the expense automatically.

    45 min/week
    Automatable
  • You have to pick the right parts yourself.

    30 min/week
    Manual

Scheduling & Follow-ups

  • Text: 'Schedule Lee 9am, Chen 11am.' She builds your Google Calendar route.

    50 min/week
    Automatable
  • She auto-reminds you to text pending leads every Friday morning.

    40 min/week
    Automatable
  • This is your core skilled trade work.

    3h 20m/week
    Manual

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

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Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task