Free resources
Practical guides written for trade and field service businesses, the things we find ourselves explaining over and over, written down so you can use them without hiring anyone. All free.
Seventeen steps to tidy up Simpro, with the menu paths and built-in reports that do the finding for you. Updated for 2026, so your data is ready for the reporting, automation and AI tools built on top of it.
Request the free checklistFix your profile in 20 minutes, build a review engine that runs itself, and steal every script you need. Practical GBP optimisation and review workflows for trades.
Get the free kitMost owners hold onto every decision because the knowledge lives in their head and nowhere else. This ten-page working guide shows you what to hand over first, how to hand it over so it sticks, and the dollar thresholds that keep you in control without approving everything.
Get the free playbookMost trade businesses don't lose money through one big failure. They lose it through small, repeated habits that quietly erode margin and never show up as a line on the P&L. This free guide names seven of the most common, each with a practical fix you can apply straight away.
Get the free guideMost trade businesses are still doing manually what their systems could handle automatically. This practical guide covers the ten most common admin tasks trade businesses should be automating, each one with a plain-language guide to setting it up inside your existing job management system.
Get the free playbookMost trade businesses don't lose money on the original quote. They lose it in the things that were never included in the first place. This free guide covers the ten most commonly missed items across trade and service quotes, each one with a quick fix you can apply straight away.
Get the free guideLabour is the biggest cost in most trade businesses, but few owners know their actual recovery rate. This free one-pager shows you how to calculate it, what a healthy number looks like, and three practical steps to lift it without adding headcount.
Get the free cheat sheetEOFY often exposes small gaps that have been building quietly all year. This practical guide helps trade and service businesses reset labour recovery, clean up WIP, review pricing discipline, and stabilise cashflow before the numbers are locked in.
Request the free guideA full 10-page guide showing how to capture, approve, and invoice variations inside your job management workflow, without awkward conversations or margin slipping through the cracks.
Get the variation playbookThis one-page guide breaks down the five commercial numbers high-performing trade and service businesses review weekly to stay in control while work is still running.
Request the one-pagerA simple playbook to help you win more repeat work, referrals, and long-term customers. Perfect if you want more predictable revenue without relying solely on new leads.
Request the free playbookIf you're flat out but profit isn't showing up in the bank, this guide helps you spot where the money is leaking. Built to improve visibility, tighten processes, and support sustainable growth.
Request the free guideLet's talk about how we can help you get more from your job management system.
