Put a number on it.
Then fix it.
Calculators that run on your own figures, and worksheets with a column for who owns each fix. Free, and drawn from the Insights articles.
Pick the area that’s yours.
Each download comes from an Insights article and is built to be printed and filled in. One email address, nothing else.
Getting more from the information you already have.
Decision-First Report Request
Write down the decision, who makes it, how often, and what counts as an exception before asking for a new report or a new system.
Job Aid Template and Training Plan
A one-page job aid for writing up your own routines, and a training plan by role with a date to check whether it stuck.
New Item Setup Checklist
Eight steps for every new item, a place for your own house rules, and a monthly review that catches manual prices, missing reorder settings and empty bins.
Customers, sales and the demand that never reaches the report.
The Follow-Up Kit
A huddle playbook for managers, the huddle form, a one-page field job aid, and a guide to turning the reports you already have into working lists.
Missed-Sale Log
Record every request you couldn’t fill at the counter, then give each signal an owner in a short weekly review.
Commercial Account Review
A snapshot of your five most important commercial, fleet, municipal or farm accounts, and what each one really earns.
Service, inventory and purchasing.
Work Order Stage Review
Every open job with its stage, what it’s waiting on, the next step and who owns it, plus a count of where work stalls.
Physical Inventory Planning Checklist
Six weeks, two weeks and one week out, the count-day rules, and a review sheet that shows the gross variance, not just the net.
Before-the-PO Planning Sheet
Why you’re buying it, four questions to answer before the cash goes out, and how to run a controlled test when the evidence is thin.
New Line Readiness Worksheet
Owner, setup and measures for machines, parts, service and warranty, and the questions to settle before the first season.
Effective Labor Rate Worksheet
Paid hours, billed hours and labor dollars by technician, what the shop really earns per hour, and which leaks explain the gap.
The close, the books and the money you’re holding for customers.
Month-End Exception Review
The five questions worth settling first, and a daily, weekly and before-the-close sheet with the owner column left for your own names.
Customer Deposit Policy Template
Write your deposit terms once, set how deposits are handled at the counter, and reconcile open deposits every month.
Conversion Readiness Kit
The owner’s side of a system change: six phases with what has to be true before each one, a data cleanup list, a decision log and test scenarios.
Warranty Claim Tracker
Log every warranty work order from the bay to the payment, capture what each claim needs, and review the open list every month.
Margin, leadership and the decisions that only get made once.
Monthly Margin Questions
The four questions an owner should be able to answer every month, with a checklist of where margin drifts.
Exit-Readiness Self-Check
What still runs through you, the four questions a buyer or successor will ask, and a place to name your first three gaps.
The Takeover Notebook
The questions to ask the previous owner while you still can, the five things to check first, and what to change now or leave alone.
Preseason Planning Calendar
Look back at last season, then plan buying, staffing, service and cash month by month, with an owner and a date for each step.
Where value leaks out, and how it’s found.
Revenue Leak Worksheet
Put a yearly dollar figure on warranty, programs, labor, vendor terms and floorplan, then rank them against shrink with an owner for each fix.
Shrink Investigation Worksheet
Run every significant shortage through the same five steps, find whether the record, the process or the shelf is wrong, and fix the cause before anyone is accused.
Small-Office Controls Self-Check
Write down who approves, records and releases each payment, find where one name appears twice, and close the most dangerous gap first.
No email needed.
Each one opens inside its article, ready for your own figures.
What is a margin point worth?
The gross profit a margin improvement adds at the same volume, and the extra sales you would need to earn the same.
What is weak follow-up costing you?
Enter counts from four reports and see the revenue and customer money waiting on follow-up.
What does slow stock cost to keep?
The yearly cost of carrying slow-moving inventory, and the cash you could put back to work.
What is your shop really earning per hour?
Your effective labor rate from one month of paid hours, billed hours and labor dollars, and the gap against your posted rate.
What could slipped warranty claims be costing you?
The warranty money not recovered each month from claims never filed, rejected or paid short.
Want help putting one of these to work?
A worksheet shows you where to look. Working through it with someone who has done it before is often faster.
(770) 215-4484hello@profitedgesystems.comPick a time on the calendar →
