For owners planning the next service, team or location
Add the next service, crew or territory without the hire.
You know what your business could take on next. But the move seems to need another hire, three more tools and your evenings to keep it together.
The move, in order
Use these questions to turn a promising move into an operation your team can actually deliver.
Define the offer and price rules
Choose the service, the customer it serves and the conditions an estimate must follow. Keep pricing authority with the person who can approve it.
Set the territory and capacity
Describe where the work can be delivered, travel and staffing constraints, and the point at which a request needs a decision.
Map the customer journey
Write the information, documents and messages needed from first enquiry through completion and invoicing.
Qualify the enquiry
Capture the request and the facts needed to decide whether the service, location and timing fit.
Prepare the estimate
Assign the estimating work, use the approved price rules and make open questions visible before a quote goes out.
Follow the open quote
Keep the customer’s question and the next follow-up with the same job context, rather than leaving the owner to remember it.
Hand accepted work to delivery
Carry the agreed scope, timing and instructions to the person responsible for scheduling or delivery.
Capture completion and invoice
Request the completion evidence needed for the customer and move the approved job information into billing.
Recognize the exception
A missing part, late arrival, changed scope or capacity shortfall needs a named decision and an updated customer/job record.
Your expansion working sheet
Write these answers for one service, team or territory you are considering.
- What is the proposed move and who will it serve?
- What location, travel, staffing or scheduling limit could prevent delivery?
- Who approves the offer and price rules?
- What must be known before a quote is sent, and who follows it?
- What information must reach the person scheduling the work?
- What completion evidence and billing decision close the job?
- Which exception needs an owner decision before work proceeds?
What stays with you, and what Markster carries
The arrangement is agreed for your company. The division of authority matters as much as the work itself.
Your company
- The trade, physical work, technical and safety decisions remain with your qualified team.
- You decide business direction, commercial authority and spending.
- You set the service promise, approved prices and the capacity your company can actually deliver.
Markster
- The agreed commercial and office work around intake, estimating coordination, follow-up, handoff, completion evidence and billing.
- The connected records, messages and working documents that carry the customer context between steps.
- The agreed operation, routine checks and changes to the system as the service area or capacity changes.
One request changes after the quote.
A customer asks for work outside the original territory after receiving a quote. The request belongs with the existing customer and job, not in a new disconnected conversation.
The work is to bring travel time, capacity, the quoted promise and delivery together for the authorized person. Once that person chooses the arrangement, the customer response, schedule, job instructions and invoice treatment can follow the same decision.
An illustrative application; scope and responsibilities are agreed with your company. This example is not a reported deployment.
Owners who took on more
These are Markster-published customer accounts, not proof that every proposed function is deployed or that your company will see the same result.
When this is not the right fit
A good starting point includes an honest boundary. This arrangement is unlikely to fit if:
- You only need a standard field-software subscription and do not need the surrounding business work.
- You want a guaranteed volume of leads.
- Your company does not have capacity to deliver the work.
- You expect Markster to replace qualified technicians or make their technical and safety decisions.
Build the business you couldn’t before. Discuss your next move: markster.ai/start/ or hello@markster.ai.
Your next move
Work through the guide, then choose your next move.
The complete guide and working sheet are available on this page. Use them to outline the work your business needs.
If you want to discuss the example or apply it to your company, email Markster with your name, business and the work you have in mind.
Email Markster about this guideReady to plan your next service?
Bring the service you want to offer and the work it would need. Apply for a build session to discuss your next move.