Oakline Systems

Business Health Check

Answer a few quick questions to see how your systems stack up — and where there's room to grow.

1. Do you have a documented quoting process you use for every job?

2. Do you send invoices promptly after completing work?

3. Do you have a system to track which invoices have been paid?

4. Do you follow up on overdue invoices automatically?

5. Do you use scheduling software to manage jobs and appointments?

6. Do you store customer and job details in one central place?

7. Are your business documents (quotes, invoices, letters) professionally branded?

8. Do you regularly use templates instead of recreating documents from scratch?

9. Do you follow up with past customers for repeat or referral work?

10. If your workload doubled tomorrow, would your current systems cope?

Answer all questions to see your results

Results are intended as general guidance only and should not replace professional business, financial or legal advice.