Running the Business · Part 6
Template: the monthly KPI sheet
One page, once a month, from the books: the four operating numbers by technician, the three failure signals with their thresholds, and the actions taken. The example is the two-truck month from lesson 6.6 filled in.
What the full lesson covers
- Fill it from the bookkeeping categories and the software's job counts on the first business day of the month for the month just ended.
- Any red signal has an action written next to it before the sheet is filed.
- Keep the sheets; twelve of them are the year's story and the buyer's diligence file (lesson 6.9).
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More lessons in Growing the Business
- 1Hiring under AB 5: the ABC test, why a 1099 helper is a lawsuit unless they hold their own license, and the construction subcontract exemption
- 2Employees: wage and hour, overtime, meal and rest periods, final-pay rules, and the workers' compensation class code
- 3Apprentices and the Division of Apprenticeship Standards: how a small shop trains its next plumber lawfully
- 4Adding classifications: when to add the B, the C-20, or a second specialty, and how the exam waiver works
- 5Systems: field-service software, the price book, and dispatch. What to buy, when, and what it must produce
- 6KPIs: average ticket, close rate, gross margin, and the three numbers that predict failure
- 7Supply-house credit at scale, the fleet, and inventory: the second truck's paperwork and the parts on it
- 8Becoming an RMO for someone else's company: the liability you are taking on, and the only version that is lawful
- 9Selling or stepping back: what a plumbing business is worth, what a buyer is actually buying, and what the license will and will not let you transfer
- 10Template: the hiring checklist (AB 5-safe), from the decision to the first day
- 11Template: the new-hire packet index
- 12Template: the monthly KPI sheetYou are here