Missing paperwork chasing
Jobs stop stalling on a missing signature. Forms and documents are chased politely and on time, and ticked off the moment they arrive.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
A checklist per customer or job
What's needed for that kind of work (a signed agreement, a permit, ID, a completed form) and what's already in.
- 02
Reminders that name what's missing
A clear first ask, a nudge a few days later, and a firmer note before the date it's needed. Each lists only what's still outstanding.
- 03
Signatures collected online
Forms that need signing go out for e-signature and get chased until they're done.
- 04
Arrivals ticked off and filed
Documents that come back by email are recognised and saved to the right folder, and the checklist updates itself.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Replies that aren't the document, like a question or a complaint, go to a person. You decide when a late customer gets a phone call instead of another email.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A job or account can't move until a form is signed or a document turns up. The office keeps a mental list, sends a reminder when they remember, and finds out it's still missing on the day it's needed.
What we build
- A checklist per customer or job
- Reminders that name what's missing
- Signatures collected online
- Arrivals ticked off and filed
A month in
Three hours a week of reminder emails gone. Jobs stop stalling on a missing signature, and nobody in the office writes a chaser by hand.
FAQ
What if a customer sends the wrong document?
The wrong document is flagged instead of ticked off, and the next reminder asks for the right one.
Can we change the wording of paperwork reminders?
Yes. The reminder templates are yours, and the handover pack shows where to edit them.
More for office & admin
See them all →Next step
Bring this one to a free live build.
Thirty minutes on missing paperwork chasing. We build its elf with you, live, and you keep it.