Solo tradie admin checklist
A 10-minute daily admin checklist for solo tradies.
You do not need to become an office person. You need a small routine that stops missed calls, open quotes, invoices, and reviews from drifting into tomorrow forever.
The daily 10-minute pass
- Write down any missed calls or messages that are not already logged.
- Mark urgent enquiries that need same-day action.
- Check open quotes with follow-up due today.
- Send one short message for each quote that needs a nudge.
- Update won, lost, booked, and no-response leads.
- Check invoices or review requests that need sending.
The weekly clean-up
Once a week, look for stale quotes, old enquiries with no next action, and customers who said yes but never booked a time. These are the jobs most likely to leak out of the business.
Rule of thumb: if there is no next action, the lead is basically relying on memory. Give every open enquiry a next date or close it off.
The Tradie Admin Recovery Kit gives you the tracker, scripts, and checklist structure in one place.