Profit maximiser guide for small service businesses

Increase your profit with simple, sustainable changes

Cafe owner smiling

PROFITABILITY

01. Set job-type GP targets:

Maintenance 50–60%, Residential installs 35–45%, Commercial 30%+.
What to do: Set target profit margins for each job type so you know whether to increase your prices.
This is easier in Sole — create job categories and track actual margins automatically.

02. Set a Minimum Viable Invoice (MVI):

E.g. $180 minimum for any job under 20 minutes.
What to do: Pick a minimum charge that covers travel and time, and apply it consistently.

03. Charge a proper call-out fee:

Covers travel + 30 minutes + consumables.
What to do: Add a call-out fee to all short or unknown jobs so you’re not losing money before work starts.

04. Charge for every variation:

Use text approval (“YES to approve”).
What to do: Get written approval before doing extra work.
This is easier in Sole — variations are added directly and flow automatically to the invoice.

05. Add a 10–20% same-day surcharge:

What to do: Apply it for urgent bookings to protect your schedule and profit.

06. Increase mark-up on materials by 5–15%:

What to do: Review supplier costs monthly and update your mark-up.
This is easier in Sole — update material pricing once and all future quotes update automatically.

07. Add a consumables fee ($8–$15):

What to do: Add a standard consumables charge so small items don’t erode your margin.

08. Create travel zones:

0–10 km: normal, 10–25 km: +$20, 25 km+: +$50.
What to do: Group suburbs into zones and apply the zone fee for every job.
This is easier in Sole — travel items can be added to quotes with one click.

09. Bill apprentices at tradesperson rates when appropriate:

What to do: Charge full rates when their output matches a tradesperson.

10. Introduce fixed-price starter jobs:

E.g. blocked drain, safety checks.
What to do: Turn your most common jobs into fixed-price items.

11. Increase hourly rates annually:

What to do: Review costs yearly and adjust your rate accordingly.
This is easier in Sole — update once and it flows to every future quote.

12. Charge for complex quotes:

$80–$150, credited if accepted.
What to do: Charge when quoting requires significant time or investigation.

13. Review job profitability before invoicing:

What to do: Check quoted vs actual hours and materials to avoid undercharging.
This is easier in Sole — job profitability is calculated automatically.

14. Update pricing monthly:

What to do: Review your last 10 jobs and adjust templates.
This is easier in Sole — update your template once and all new quotes follow the updated pricing.

PRODUCTIVITY

01. Create tomorrow’s schedule by 4pm:

What to do: Plan routes and confirm times with clients to reduce confusion and travel.

02. Use pre-job checklists:

What to do: Ensure all tools, materials and job details are ready before leaving the workshop.

03. Use QA checklists:

What to do: Confirm the job is completed correctly the first time to avoid rework.

04. Restock vans weekly:

What to do: Use a Friday van-stock template for consistency.

05. Order materials 24 hours early:

What to do: Prevent last-minute supplier runs.

06. Assign apprentices effectively:

What to do: Give repetitive or simple tasks to juniors so seniors focus on complex work.

07. Batch jobs geographically:

What to do: Group nearby jobs to reduce travel.

08. Negotiate supplier terms:

What to do: Seek discount tiers, credit terms and bulk pricing every 6–12 months.

09. Use photo logs:

What to do: Take before/after photos for proof and faster invoicing.

10. Use a “replace when uneconomical” rule:

What to do: Avoid multiple call-backs for items cheaper to replace.

11. Track quoted vs actual hours:

What to do: Update future quoting rules based on real job times.
This is easier in Sole — actual job time is tracked automatically when logged.

12. Conduct weekly stand-up meetings:

What to do: Review issues, delays and wins to improve the next week.

ASSETS

01. Reduce labour-only work:

What to do: Add components/materials where possible to increase margin.

02. Set break rules:

What to do: Stick to consistent start, finish and break times.

03. Monthly van + workshop stocktakes:

What to do: Prevent over-ordering and find slow-moving stock.

04. Charge for emergency supplier runs:

What to do: Add the cost anytime incorrect client info forces a second trip.

05. Direct-to-site starts:

What to do: Bypass the workshop when possible.

06. Install GPS tracking:

What to do: Improve routing and validate travel charges.

07. Appoint a scheduler:

What to do: Have someone manage workflow and fill gaps with small jobs.

08. Maintain filler job list:

What to do: Keep non-urgent work ready for last-minute availability.

09. Fuel card or on-site tank:

What to do: Reduce time spent refuelling.

10. Track asset maintenance:

What to do: Log equipment servicing to avoid breakdowns.
This is easier in Sole — track assets and expiry dates automatically.

11. Increase job count by 1–2 per week:

What to do: Spread your fixed costs (rent, admin, vehicles) across more billable work.

12. Assign workshop/stock manager:

What to do: Keep vans clean, inventory organised and materials delivered.

FITNESS, HEALTH, NDIS & BEAUTY

PROFITABILITY

01. Introduce service bundles:

E.g. PT + nutrition; beauty + skincare; NDIS support + transport.
What to do: Package complementary services together to increase average revenue per client.

02. Set a Minimum Viable Session Rate:

E.g. no session under $40–$60 depending on industry.
What to do: Decide the lowest price you will accept for a booking and enforce it.

03. Enforce cancellation/no-show policy:

What to do: Charge 50–100% for cancellations under 24 hours to prevent income loss.

04. Offer premium membership tiers:

What to do: Add higher-value options for clients needing more access or perks.

05. Track session profitability:

What to do: Identify which services earn the highest margin and promote those.
This is easier in Sole — filter income by category and compare margins easily.

06. Sell retail add-ons:

E.g. protein, skincare, equipment, therapy products.
What to do: Add product sales to boost margins.

07. Charge assessment fees:

What to do: Bill for initial consultations or movement screenings; credit them if they continue.

08. Increase prices annually:

What to do: Review your costs and adjust your prices every year.

09. Introduce small-group sessions:

What to do: Earn more per hour by training 3–6 clients at once.

10. Upsell progress checks:

What to do: Offer monthly or quarterly check-ins at a fee.

PRODUCTIVITY

01. Use onboarding templates:

What to do: Standardise forms and reduce admin time.
This is easier in Sole — store client info and documents in one place.

02. Automate payment collection:

What to do: Use recurring billing to reduce missed payments.
Sole automates invoices + reminders for you.

03. Create a weekly schedule template:

What to do: Block regular client times to avoid administrative juggling.

04. Batch content creation:

What to do: Record or write all weekly content in a single session.

05. Use measurement tools:

What to do: Track client progress efficiently to improve retention.

06. Pre-set service scripts:

What to do: Have standard routines for PT sessions, treatments or support visits.

07. Reduce gaps in your day:

What to do: Offer discounted sessions at off-peak times to fill your calendar.

08. Create resource libraries:

What to do: Build go-to templates for programs, routines or care plans.

09. Use client logs:

What to do: Document preferences to reduce errors and rework.

10. Automate reminders:

What to do: Reduce no-shows with SMS or email reminders.

ASSETS

01. Maximise room/equipment occupancy:

What to do: Fill off-peak hours with discounted or group offerings.

02. Sell through existing stock:

What to do: Offer small bundles of skincare or supplements.

03. Track equipment servicing:

What to do: Maintain reformers, beds, tools, or devices.
This is easier in Sole — log all equipment and schedule maintenance reminders.

04. Use digital assets:

What to do: Repurpose programs or routines as downloadable products.

05. Use referral networks:

What to do: Encourage referrals with small incentives.

06. Document SOPs for equipment use:

What to do: Avoid wear and tear due to incorrect operation.

07. Share equipment when possible:

What to do: Reduce unnecessary duplicate purchases.

08. Use client data as a growth asset:

What to do: Track what services clients buy most and promote related services.

 CREATIVES & MEDIA

(Designers, photographers, videographers, editors, writers, digital creators, artists)

PROFITABILITY

01. Move from hourly billing to project-based pricing:

Hourly work limits your earning potential.
What to do: Package your work as fixed-price offerings (e.g. brand kit, 10-image shoot, 5-page website) so clients pay for value, not minutes.
This is easier in Sole — set up fixed-price service items and reuse them in every quote.

02. Set a minimum viable project fee:

E.g. $250 for any small task or update.
What to do: Establish the smallest amount you will accept for a job so you don’t lose money on tiny requests or revisions.

03. Charge for additional revisions beyond the agreed scope:

Most profit is lost in endless revision cycles.
What to do: Include 1–2 revisions in your base fee, then charge for extras using a simple approval message.

04. Add licensing or usage fees for creative assets:

Your work continues generating value after delivery.
What to do: Charge extra for extended use, commercial rights, print runs, or social media distribution.
This is easier in Sole — add licensing as an optional line item so clients can choose their level of rights.

05. Offer service bundles to lift average spend:

E.g. branding + photography, video shoot + editing package.
What to do: Combine complementary services into one higher-value bundle that clients find easier to understand and approve.

06. Add a rush fee for urgent or after-hours work:

Urgency disrupts your schedule.
What to do: Add a 20–50% surcharge for work needed within 24–48 hours.

07. Build monthly retainers for recurring work:

Design, social media content, editing, newsletters.
What to do: Package ongoing services into a monthly fee so your cash flow stabilises.
This is easier in Sole — create recurring invoices that send automatically each month.

08. Charge for discovery sessions or concept workshops:

Your ideas have value.
What to do: Charge a fixed fee for creative direction sessions and credit it toward the project if they continue.

09. Price in line with your portfolio quality:

Better work demands better rates.
What to do: Review your portfolio every quarter and raise your prices as your quality improves.

10. Review project profitability monthly:

Identify which jobs actually made money.
What to do: Look at time spent vs revenue earned and update your pricing templates accordingly.
This is easier in Sole — track time, expenses and margin by project automatically.

PRODUCTIVITY

01. Use templates for briefs, proposals and contracts:

Prevents rewriting documents for each client.
What to do: Create standard templates you duplicate for every project so admin takes minutes, not hours.

02. Batch similar work (editing, writing, concepting):

Switching tasks kills productivity.
What to do: Group similar tasks into dedicated time blocks each week.

03. Create a structured revision workflow:

Stops back-and-forth confusion.
What to do: Use a simple rule like “Client provides one consolidated revision list at each stage.”

04. Build a library of presets, filters, colour palettes or templates:

Reuse speeds up production.
What to do: Save every reusable element and incorporate it into future projects.

05. Use client questionnaires to gather info upfront:

Prevents scope creep.
What to do: Use one standard form for new projects so you start with all required details.

06. Do daily uploads of WIP files to a cloud folder:

Avoids lost work and keeps clients aligned.
What to do: Maintain a nightly backup routine and keep assets organised by project.

07. Use checklists for photo/video shoots:

Reduces forgotten gear and delays.
What to do: Pack equipment using a standard shoot checklist before leaving home or studio.

08. Create a content calendar for retainer clients:

Ensures consistent output.
What to do: Plan one month ahead with pre-approved deliverables and deadlines.

09. Track time spent on each project:

Helps refine future pricing.
What to do: Record time for each task and compare against your estimate.
This is easier in Sole — log time inside the project and see your real margin in one place.

10. Build repeatable workflows for common project types:

Consistency reduces stress.
What to do: Document your step-by-step process for logos, shoots, edits, or websites so each project flows the same way.

ASSETS

01. Treat your equipment (camera, laptop, lights) as real investments:

Better tools = faster, better work.
What to do: Maintain your main equipment and replace items when repair costs exceed 40–50% of new value.
Easier in Sole — track asset value, maintenance dates and depreciation automatically.

02. Create multiple revenue streams from past work:

Templates, presets, stock footage, guides.
What to do: Package your unused shots, designs or digital tools and sell them online for passive income.

03. Maintain a structured digital archive:

Prevents duplicated work.
What to do: Keep folders organised by client, year, project and deliverable so files are easy to retrieve.

04. Keep spare batteries, memory cards and backup drives:

Prevents on-site delays or data loss.
What to do: Carry duplicates of all critical gear for shoots or recordings.

05. Use your portfolio as a conversion asset:

Strong portfolios let you charge more.
What to do: Update your best work every quarter and remove old or weaker pieces.

06. Leverage past client relationships:

Referrals are high-converting.
What to do: After each project, ask for a testimonial or a referral to someone else needing creative support.

PROFESSIONAL SERVICES

(Consultants, bookkeepers, accountants, lawyers, architects, advisors)

PROFITABILITY

01. Move to value-based pricing:

Charge for outcomes, not hours.
What to do: Package services (BAS, advisory, strategy, drafting, reviews) into fixed-price tiers clients choose from.
This is easier in Sole — set fixed-price templates and reuse them for every engagement.

02. Set a minimum engagement fee:

E.g. $350–$500 for any new client or project.
What to do: Decide the smallest job you’ll accept and make it your base fee so you avoid low-value work.

03. Charge for discovery or scoping sessions:

This prevents unpaid strategy work.
What to do: Offer a paid “analysis session” and credit it towards the project if the client continues.

04. Include revision limits in every engagement:

Protects your time.
What to do: Define exactly how many review rounds are included and charge for extras.

05. Add premium turnaround fees:

Clients who need results fast should pay more.
What to do: Add a 20–40% surcharge for work required within 48 hours.

06. Upsell quarterly or monthly advisory:

Recurring revenue stabilises cash flow.
What to do: Offer planning sessions, cash-flow reviews, or compliance check-ups on a subscription basis.
This is easier in Sole — set automated recurring invoices for advisory retainers.

07. Remove low-margin clients annually:

Some clients drain time without profit.
What to do: Review your bottom 10% of clients each year and either reprice or exit them.

08. Add a documentation fee for complex reporting:

e.g. detailed compliance documents or submission packs.
What to do: Charge a separate fee for significant preparation or documentation time.

09. Reprice legacy clients:

Old rates rarely reflect current value.
What to do: Update pricing for long-term clients annually and communicate increases early.

10. Track profitability per client:

Some clients consistently overrun.
What to do: Compare estimated vs actual time and adjust pricing for those who consume more service.
This is easier in Sole — client-level profit tracking is automatic.

PRODUCTIVITY

01. Standardise your onboarding:

Reduces start-up confusion.
What to do: Use a set checklist for new clients including ID checks, document requests and engagement letters.

02. Use templates for reports, advice and emails:

Saves hours each week.
What to do: Build standard templates for your most common outputs and adapt them instead of starting from scratch.

03. Automate routine admin:

Bookings, reminders, follow-ups.
What to do: Use automated reminders for document requests, meetings and overdue invoices.
This is easier in Sole — automated reminders reduce manual chasing.

04. Batch deep work into scheduled blocks:

Context switching reduces quality.
What to do: Set dedicated time blocks for complex tasks and avoid meetings during these periods.

05. Create service delivery workflows:

Ensures consistency and reduces rework.
What to do: Document your steps for each service (e.g. BAS, annual review, strategy draft) and follow them each time.

06. Prepare a “client information checklist”:

Eliminates back-and-forth emails.
What to do: Ask clients for everything needed upfront before work begins.

07. Conduct weekly WIP (work-in-progress) reviews:

Keeps projects moving.
What to do: List all current jobs weekly and identify what’s stuck or waiting.

08. Use a version control system:

Prevents losing work.
What to do: Store documents in shared locations with clear naming conventions (e.g. FINAL_v2).

09. Limit meetings to clear agendas and outcomes:

Meetings cost money.
What to do: Run structured meetings with defined objectives and finish times.

10. Track time spent on each service:

Prevents undercharging.
What to do: Log time on each project and compare with your pricing to adjust your fees.
This is easier in Sole — enter time against jobs and see true margin instantly.

ASSETS

01. Treat your intellectual property as an asset:

Frameworks, templates, checklists.
What to do: Turn repeatable knowledge into reusable documents or products you can sell or use to deliver work faster.

02. Maintain a digital library of precedents:

Reduces drafting time.
What to do: Keep standard clauses, designs, or advisory templates organised for quick access.

03. Track your laptop, tech tools and software subscriptions:

These directly impact your productivity.
What to do: Keep an inventory of software and hardware and review annually for upgrades or cancellations.
This is easier in Sole — use the asset register to track value and renewal dates.

04. Leverage junior staff or subcontractors for repeatable tasks:

Saves senior time for higher-value work.
What to do: Delegate routine tasks like document prep, research or data entry.

05. Use your client base as a growth asset:

Referrals convert well.
What to do: Ask happy clients for introductions, reviews and referrals after each completed engagement.

06. Maintain clean digital records:

A cluttered system slows down delivery.
What to do: Archive inactive client files and organise current documents logically.

07. Build a knowledge base or FAQ library:

Reduces repeated explanations.
What to do: Document common questions and answers your clients ask so you can respond faster.

RETAIL, ECOMMERCE & MANUFACTURING

PROFITABILITY

01. Review product margins monthly:

Identify which products are profitable and which are dragging you down.
What to do: Export your product list, sort by margin, and increase prices on low-margin items or remove them from your catalogue.
This is easier in Sole — review item-level profitability and adjust pricing in one place.

02. Set a minimum viable order value:

Prevents losing money on small orders.
What to do: Choose a minimum order amount (e.g. $40–$60) and automatically apply it at checkout or POS.

03. Introduce bundles to increase average order value:

Customers spend more when products are packaged together.
What to do: Create product bundles like “Buy 2, get 10% off” or “Starter Kits” that lift overall basket size.

04. Add premium versions of your top sellers:

Some customers will always choose the higher-tier option.
What to do: Create a “Pro”, “Deluxe” or “Limited Edition” version of your best products with a higher margin.

05. Charge for express shipping:

Speed costs money.
What to do: Offer express delivery at a premium so urgency becomes profitable.

06. Reduce dead stock:

Idle inventory kills cash flow.
What to do: Identify slow-moving items every quarter and discount, bundle or discontinue them.
This is easier in Sole — use inventory reporting to see which items are not selling.

07. Standardise mark-ups across categories:

Consistency protects margins.
What to do: Set mark-up rules by product category (e.g. accessories 80%, electronics 30%) and apply them across your catalogue.

08. Negotiate better supplier terms:

Even a small discount improves margin.
What to do: Ask suppliers for bulk pricing, tiered discounts or extended payment terms.

09. Introduce subscription or refill models:

Recurring revenue stabilises income.
What to do: Offer auto-delivery options for consumables (e.g. skincare, supplements, pet goods).

10. Run targeted upsells at checkout:

Increases basket value without extra marketing.
What to do: Add small, related items (“Frequently Bought Together”) to your checkout flow.

PRODUCTIVITY

01. Use a standard packing checklist:

Reduces errors and returns.
What to do: Create a simple list for each order type (small, large, fragile) and use it for every shipment.

02. Batch fulfilment and production tasks:

Switching tasks reduces efficiency.
What to do: Process orders in batches — pick all, then pack all — instead of one at a time.

03. Streamline restocking cycles:

Prevents emergency reordering.
What to do: Set weekly restock days so you always know when to check inventory.

04. Track shrinkage:

Waste, breakage and theft reduce profit.
What to do: Record losses immediately and investigate patterns if shrinkage grows.
This is easier in Sole — log write-offs and stock adjustments directly in the item list.

05. Create SOPs for product assembly or quality checks:

Consistency reduces rework.
What to do: Document your inspection process (e.g. “Check seals, labels, packaging”) and train your team to follow it.

06. Use standardised order cut-off times:

Keeps fulfilment predictable.
What to do: Set a daily cut-off (e.g. 2pm) for same-day dispatch and communicate it on your website.

07. Use pre-labelled shipping materials:

Cuts packing time.
What to do: Preprint labels or use auto-label tools so packing is fast and error-free.

08. Do weekly WIP reviews in production environments:

Keeps bottlenecks visible.
What to do: Walk your production area weekly and identify anything holding up the process.

09. Optimise product pages for clarity:

Fewer customer questions = faster operations.
What to do: Add clear sizing guides, FAQs and photos to reduce returns and pre-sale enquiries.

10. Track labour time per product:

Shows where production becomes unprofitable.
What to do: Time yourself or your staff for each product and adjust pricing for high-labour items.

ASSETS

01. Lay out your storeroom or warehouse efficiently:

Reduces steps and packing time.
What to do: Place fast-moving products nearest to the packing station.

02. Maintain equipment proactively:

Breakdowns slow everything down.
What to do: Create a monthly maintenance checklist for printers, machinery or tools.
This is easier in Sole — track planned maintenance and asset value in one place.

03. Use inventory as an asset, not a liability:

Excess stock ties up cash.
What to do: Keep 30–60 days of stock for best sellers and reduce over-ordering elsewhere.

04. Calculate your reorder points:

Prevents stockouts and panic orders.
What to do: Set reorder alerts based on average weekly sales and supplier lead times.

05. Repurpose slow-moving inventory:

Turn dead stock into revenue.
What to do: Bundle old stock with best sellers or use it in promotional campaigns.

06. Use data from past sales as a planning asset:

Your sales history predicts future demand.
What to do: Review your seasonal patterns and adjust stock levels in advance.
This is easier in Sole — view item sales trends directly from reports.

07. Maintain a list of backup suppliers:

Protects against disruptions.
What to do: Find at least one alternate supplier for your top 10 products.

08. Use consumables efficiently:

Tape, boxes, labels all add up.
What to do: Standardise packaging sizes to reduce waste.

09. Keep digital assets organised:

Logos, product photos, artwork.
What to do: Store assets in simple folder structures by product line and update when new versions arrive.

10. Use predictive production planning (for manufacturers):

Helps you prepare for peak periods.
What to do: Match production volume to historical demand so you don’t create unnecessary inventory.

 PERSONAL & GENERAL SERVICES

(Cleaning, gardening, repairs, pet services, tutoring, drivers, mobile services, childcare, beauty services)

PROFITABILITY

01. Set clear service pricing with a minimum visit fee:

Short jobs often lose money.
What to do: Establish a minimum charge (e.g. $80–$120) covering travel and 30 minutes of work.

02. Charge for travel using zones:

Travel time is billable time.
What to do: Map your service area into zones and apply small fees for longer distances.
This is easier in Sole — apply travel charges automatically based on pre-set items.

03. Use fixed-price packages for common jobs:

Clients prefer predictability.
What to do: Create simple packages like “Standard Clean”, “Lawn Mow”, “Pet Visit” or “Tutoring Starter Session.”

04. Charge extra for last-minute bookings or after-hours work:

Your time becomes more valuable.
What to do: Add a 20–40% surcharge for urgent or outside-standard-hours requests.

05. Upsell add-on services:

Increases revenue per visit.
What to do: Offer optional extras such as oven cleaning, garden edging, extended tutoring time, or pet grooming.

06. Introduce fortnightly or monthly subscriptions:

Stabilises cash flow.
What to do: Offer recurring services at a discounted rate to encourage regular bookings.
This is easier in Sole — set up recurring invoices for subscription clients.

07. Charge for no-shows or last-minute cancellations:

Protect your schedule.
What to do: Enforce a cancellation policy and communicate it upfront to new clients.

08. Review your pricing quarterly:

Costs rise — so should rates.
What to do: Compare your expenses and travel time to current prices and adjust as needed.
This is easier in Sole — update your price list once and all new invoices reflect the change.

09. Add consumables charges where appropriate:

Cleaning supplies, pet treats, teaching resources.
What to do: Create a small, transparent consumables fee to cover items used during the service.

10. Remove unprofitable clients annually:

Some locations or expectations cost too much.
What to do: Review your bottom 10% of clients and discontinue or reprice services as needed.

PRODUCTIVITY

01. Group jobs geographically each day:

Travel is the biggest productivity killer.
What to do: Plan routes so appointments are in the same area and reduce back-and-forth driving.

02. Use checklists for each service type:

Improves speed and consistency.
What to do: Build service checklists (cleaning tasks, tutoring lesson plans, pet visit routines) and follow them every visit.

03. Prepare kits or tool bags in advance:

Prevents delays and forgotten items.
What to do: Restock cleaning kits, pet kits or tutoring materials every evening or morning.

04. Automate appointment reminders:

Reduces cancellations.
What to do: Send reminders 24 hours before each booking.
This is easier in Sole — reminders send automatically once the job is booked.

05. Standardise your onboarding process:

Saves time and reduces errors.
What to do: Create one set of questions and expectations for every new client (pets, cleaning, tutoring goals, etc.)

06. Track how long each job actually takes:

Shows which services are underpriced.
What to do: Track start-to-finish time and compare it to the quote or standard duration.
This is easier in Sole — record job time and see profitability instantly.

07. Use job notes and client preferences:

Reduces miscommunication.
What to do: Take quick notes after each visit so next time you remember specific preferences.

08. Use batching for admin tasks: Don’t interrupt your service day.
What to do: Handle invoicing, messages and scheduling once in the morning and once in the afternoon.

09. Conduct a weekly review of bookings and gaps:

Helps you maximise availability.
What to do: Look at your week and fill gaps with clients who prefer flexible appointments.

10. Create “easy add-ons” for upselling:

Saves time for both you and the client.
What to do: Prepare a simple list of add-on services clients can approve with a quick yes.

ASSETS

01. Maintain your tools, equipment and supplies:

Keeps jobs efficient and professional.
What to do: Create a weekly check of vacuums, mowers, grooming tools, tutoring devices or car equipment.
This is easier in Sole — track asset maintenance and depreciation automatically.

02. Use consumables efficiently:

Small waste adds up quickly.
What to do: Measure and track how much you use each week and adjust your ordering accordingly.

03. Build reusable client resources:

Lesson plans, cleaning maps, pet routines.
What to do: Save your most-used plans or templates and reuse them across multiple clients.

04. Treat your client list as an asset:

It generates repeat work.
What to do: Keep contact details clean and send updates or promotions regularly.

05. Plan routes to minimise fuel and time costs:

Your vehicle is a core asset.
What to do: Set routes that reduce distance and optimise daily travel.

06. Track vehicle expenses (fuel, maintenance, repairs):

Helps you set accurate travel fees.
What to do: Record all vehicle-related costs so you know your true travel expense.
This is easier in Sole — track vehicle expenses as part of your operating cost base.

07. Keep digital files organised:

Invoices, photos, plans, notes.
What to do: Store them in structured folders sorted by client and date.

08. Use your reputation as a growth asset:

Social proof drives bookings.
What to do: Ask for reviews after every job and add them to your profile or website.

09. Use uniforms or branded material:

Elevates perceived value.
What to do: Present professionally with basic branding to justify higher pricing.

10. Maintain a backup kit for emergencies:

Breakdowns can ruin your day.
What to do: Keep spare items like vacuum heads, mower blades, grooming tools or teaching materials on hand.