Free · practical PDF
The Job Journey: ten places where an installation business loses time.
You know installation work. Your field team does too. Time is lost in the gaps where no installation happens — only copying, searching, calling and waiting. This document follows one job from the first call to a service visit two years later and identifies ten such gaps.
We will not give you savings figures. We do not know your enquiry volume or hourly rate — a specific saving on this page would be marketing, not data. Each section has a space for your own figure, using the same units so you can add them up at the end.
Contents
Ten stages in the job journey.
- First contact — enquiries scattered across different places
- Qualification — site surveys that will never lead to a job
- Site survey — returning with half the information
- The quote — the most expensive hour in the business
- Silence after the quote — you sent it and now you wait
- Acceptance, deposit, materials
- Third-party paperwork — where jobs get stuck the longest
- Scheduling — a calendar in your head cannot be shared
- Documents from the field — photos on four phones
- Handover, invoicing, service
Six printable appendices
This is the part that ends up in the van. Checklists with room for notes — not a PDF you open once and forget.
- Site-survey sheet — solar PV
- Site-survey sheet — heat pump
- Site-survey sheet — air conditioning
- Qualification call for three trades
- Enquiry tracking table headings
- Checklist of official paperwork statuses
Written by Denis Bubeník. He runs the family installation business Ibyx Energy, not a consultancy for installation businesses. The first ten sections cover templates, organisation and rules; they work without Nexorio. AI comes last, deliberately: automating a mess just gives you a faster mess.
If you manage jobs in the field, the system is Installio. Nexorio mainly adds missed-call SMS and a website AI assistant.
Installio for installation and service businessesNext step
Do you already know the problem, but need a priority order?
The document helps identify problems, not priorities. We can discuss priorities on a 15-minute call. If you want an initial view first, the indicative audit has 19 questions and gives you a score, an estimate in hours and euros, a roadmap and one thing you can do straight away.
Prefer to write? agency@nexorio.io