TATradie Admin Kit

Tradie weekly admin checklist

A weekly admin checklist for tradies (30 minutes, once a week).

This is the weekly clean-up that stops leads leaking. If there is no next action date, it is basically relying on memory. Do this once a week and your missed calls, open quotes, and follow-ups stay under control.

When to do it

The 30-minute weekly clean-up

  1. Missed calls: log any missed calls/messages you never wrote down.
  2. Urgent callbacks: ring or message anything urgent first (burst pipe, power loss, safety).
  3. New enquiries: for every new enquiry, add one clear next action (call, site visit, quote, or decline).
  4. Open quotes: find quotes older than 7 days and send a short follow-up.
  5. No-response leads: send a final “just checking” message, then close it off so it stops living in your head.
  6. Booked-but-not-confirmed: confirm next week’s start times and access details (keys, pets, parking).
  7. Invoices: list unpaid invoices and send one polite reminder per customer (don’t spray everyone daily).
  8. Reviews: pick 2 happy jobs from this week and send a review request.
  9. Next week’s capacity: write down how many jobs you can actually take, then stop overbooking yourself.

Two ready-to-send follow-up messages

Quote follow-up: “Hey {Name}, just checking you got the quote for {Job}. Want to lock in a time for next week?”

Final check-in: “No stress either way — do you want me to keep a spot open for {Job}, or close it off?”

Use a tracker so the checklist sticks

A checklist is great, but it falls apart if everything is still floating around in messages. A simple tracker gives you one place to write down the enquiry, the quote status, the urgency, and the next action date.

Get the Tradie Admin Recovery Kit See the enquiry tracker

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