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Win the work · an office job you can pick
Find the quotes you can finish this hour
You say what you are working on and how long you have. It prepares the open quotes you can actually finish in that time.
Choose this office job and we build it around your process, systems, permissions and approval steps.
What it costs you now
The open quotes sit there. Some are waiting on the customer, some on a supplier price, and a handful are waiting on nothing but you. When you finally get an hour at the kitchen table, the first twenty minutes go on working out which ones you can actually finish, and half of what you open turns out to be blocked anyway.
What it does
You tell it what you are working on and how long you have. It looks only at open quotes where the next move is yours, checks each thread for the parts you would need in front of you, and works out roughly how long each one takes. It sets aside anything waiting on a customer, a supplier or one of your people, and says why. What comes back is a short sheet of the quotes you can genuinely finish in the hour, in the order you asked for, with the reason for each pick written next to it.
- You set the hour Say what you are working on and how long you have. Nothing outside that gets touched.
- It checks who is waiting Every open quote is tested for whether the next action is yours or somebody else's.
- It checks it is ready Prices, thread history and site details are checked, so you do not open a quote and hit a dead end.
- It hands back the sheet Three quotes you can move, the reason for each, and the ones it left out with why.
You forward it. It comes back ready to work.
You ask in WhatsApp
Today
I’ve got one hour for quotes. Look only at open quotes waiting on me and prepare the three I can move today.
I’ll stay inside open quotes waiting on an owner action. I won’t rank work from the rest of the business.
Should I favour the quickest progress or the highest-value quotes that fit the hour?
Highest value, as long as the inputs are ready.
Three quotes are ready to work on. Nothing was sent, changed or quoted.
It hands back
FOCUS SHEET · 60 MIN
Your next useful hour
- ✓Confirmed each item is an open quote with an owner action outstanding
- ✓Checked the thread, prepared inputs and expected time needed
- ✓Excluded work waiting on the customer, supplier or technician
Quote hour60:00
Site notes and supplier rates ready
Highest value in scopeQuote viewed twice · no reply
Follow-up dueA one-hour focus sheet: the quotes you can finish, why each one made the list, and what was left out.
Illustrative example. Names, numbers and records are made up.
What changes for the business
An hour spent finishing quotes instead of deciding which quote to finish.
- Quotes stop going quiet
The ones waiting on you get found before they go cold.
- The hour is honest
Every item on the sheet has what it needs ready, so the time goes on the work and not on hunting.
- Your judgement stays yours
It picks by the rule you stated. If you say highest value first, that is what you get, and you can see why each one qualified.
What it is connected to
Built around whichever of these you run.
These are the systems this office job usually touches, not a required stack. We connect only what your version of it needs, using your own accounts and the smallest set of permissions that does the job.
- ServiceM8 or Simpro The open quote records and their status.
- Your email The quote thread, to see who replied last and what is still outstanding.
- Xero Whether a customer already has something open on the books.
- Your own notes and files Site photos, measurements and supplier prices already attached to the quote.
- WhatsApp Where you ask for the hour and where the sheet comes back.
The boundaries come with the office job
Nothing reaches a customer without your yes.
What starts it, what it may read, what it may write, who approves, and where it stops. Written down before the office job runs.
What it will not doIt does not rank your whole business or tell you what to do with your day. It reads and prepares only. No price is changed, no quote is sent and no customer is contacted. Every one of those stays your call.
- Trigger
- You name what you are working on and how long you have.
- Reads
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- Open quote statuses
- Customer and supplier threads
- Prepared quote inputs and owner-action flags
- Writes
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- Focus sheet for the hour
- Prepared quote packs
- Reasons items were left out
- Approval
- The sheet is read-only. You make every pricing, sending and customer-contact decision.
- Stops when
- The hour is full of ready work, or nothing else you named meets the rule you set.
- Exception path
- Stale status, missing inputs, unclear ownership or work outside the chosen context is excluded and explained.
- Audit evidence
- Each choice records the owner’s stated rule, source status, readiness checks, time estimate and final action.