Systems over hustleProfit over revenueFewer firesJobber, set up rightStop being the bottleneckSystems over hustleProfit over revenueFewer firesJobber, set up rightStop being the bottleneckSystems over hustleProfit over revenueFewer firesJobber, set up rightStop being the bottleneck
Systems over hustleProfit over revenueFewer firesJobber, set up rightStop being the bottleneckSystems over hustleProfit over revenueFewer firesJobber, set up rightStop being the bottleneckSystems over hustleProfit over revenueFewer firesJobber, set up rightStop being the bottleneck
You didn’t start a business to fight fires.
Your phone rings all day with the same questions. Payroll feels like a guessing game. The jobs are good, but the money isn’t sticking around, and you can’t pinpoint why.
The problem isn’t your people or your work ethic. It’s missing systems. That part I can fix.
Here’s what I hear most from trades owners:
01
Busy all month. Still not sure you made money.
Jobs are booked and the trucks are rolling, but the bank account doesn’t match the calendar. I set up your quotes, invoices and reporting so you can see what each job actually earned.
02
Every decision still runs through you.
Your crew texts you for pricing, schedule changes and “what do I do next?” all day. I get the answers out of your head and into Jobber so the business stops waiting on one person.
03
Quoting, invoicing, chasing. Every job.
The work gets done in the field, then you do it all again at the kitchen table. Automations handle follow-ups, reminders and payment nudges so evenings and weekends go back to your family.
04
“My guys aren’t tech people. They won’t use it.”
Software only works if the field team uses it. I train your crew in plain language, in small steps, until it’s just how the job gets done.
05
You bought Jobber. It still doesn’t fit how you work.
Copied templates, half-finished imports, quotes that never get sent. I clean it up and rebuild it around how your business really runs, then stay through the rollout.
06
Quotes go out. Then nothing.
Estimates sit unanswered and invoices sit unpaid because nobody follows up. I set up the follow-ups once so they happen without you thinking about it.
Software can’t fix chaos on its own. A system has to be behind it. Here’s how I build one.
Step 1
Assess
Find out what’s actually broken and where the time and money are leaking.
Step 2
Chunk
Break the fix into small phases so it never feels overwhelming. (Teacher brain.)
Step 3
Implement
Build the systems and train your team hands-on, so they stick.
Step 4
Optimize
Stay on to manage and refine, so you can get off the truck and into the office.
Three businesses. Real before and after.
Different trades, different starting points. Same goal: a crew that runs on a system, not on memory.
Ongoing business management
Fence and deck company, Tennessee
Paper quotes →A live profit dashboard
Before
They started with paper quotes, so nothing was tracked. The crews looked busy and money was coming in, but jobs were quietly losing money, and nobody could say why. Quotes sat unfollowed, so work was left on the table.
After
The owners can see which jobs and which marketing pay, who owes them money, and what to fix first. Decisions come from numbers, not gut feel.
See what I built
What I built
Ad leads flow straight into Jobber, and quotes follow up on a schedule, with rep calls on set days.
15+ written SOPs for invoicing, vendor bills, subcontractor pay, financing and scheduling.
A dashboard that shows profit per job, sales by rep and lead source, and overdue invoices.
Monthly team meetings run on the numbers, with an owner and a date on every action.
The owners’ Jobber dashboard (figures blurred for privacy).
Jobber Grow setup and training
Window treatment business, Ohio
A spreadsheet →A system that follows up
Before
Clients and jobs lived in a spreadsheet, and follow-up depended on him remembering to do it. Nothing showed him how each job was actually performing.
After
He launched with a system that follows up for him and shows what each job earns. He made his first sales through Jobber, three in about an hour.
See what I built
What I built
Mapped his workflow from first lead to final payment, then built Jobber around how he sells.
Configured his Grow plan: price book, quote templates with options and photos, review requests and job costing.
Entered all of his client and job data myself, so he started with a true picture of his business.
Wrote and automated his messages: confirmations, reminders, quote follow-ups and review requests.
Trained him on desktop and mobile, and built a private training hub with video walkthroughs.
The private training hub I built for his team (name blurred for privacy).
Jobber optimization and payment systems
Lawn and pool care company, North Carolina
Mixed-up names and checks →One clean catalog and auto-pay
Before
Services and prices lived in a spreadsheet and in Jobber under different names, with duplicates and typos on customer quotes. That made his reports hard to trust, and getting paid meant checks and chasing.
What he has now
One standard for how every service is named and billed, one payment policy for every customer, and written procedures behind both. The owner decides, and the system does the chasing.
See what I built
What I built
A clean foundation. One naming standard and a customer-ready catalog, so quotes read the same every time and reports can be trusted.
A payment system. Quote terms with a card on file, automatic payment after each visit, a plan for declined cards, and a path for check payers.
The communication around it. A customer announcement, plus invoice and reminder emails that send on a schedule.
Procedures and delivery. Written SOPs, a phased rollout to his whole customer list, and a private client portal for approvals. All done remotely.
The client portal where each deliverable is reviewed and approved (name blurred for privacy).
“I wish we had you two years ago. Our business would be lightyears ahead!”
Fence and deck company owner, Tennessee
★★★★★
“My business had grown to the point where my self-built spreadsheet was no longer cutting it. I’d determined that Jobber was the system for me. The next problem was the time and knowledge to make it fit exactly what my business and I needed. Solution: Beyond the Process! Kaci was awesome. She listened to my needs [and] built out a system that fit [me] perfectly. She was quick with answers to my questions and meticulous with the details of the build out. She made custom videos walking me through all the processes. Would highly recommend!”
Window treatment business owner, Ohio · Google review
“I now have streamlined systems for nearly everything. She has freed up my time and energy, which has given me the confidence to know I’m not missing important parts of my business.”
Coach and small business owner, Michigan
“I can’t tell you how refreshing it is to implement a whole new platform and its accompanying systems without having to manage it all myself or navigate unfamiliar software. This is amazing!”
Bookkeeper and small business owner, Tennessee
“She introduced effective systems to streamline processes, organize tasks, and manage finances.”
Ongoing client, Tennessee
“I made my first sale through Jobber today! Actually 3 of them in the last hour or so.”
Window treatment business owner, Ohio
Hi, I’m Kaci.
Founder, Beyond the Process
Kaci Frenette
I taught for 15 years before I got into business operations. Turns out teaching and systems work are the same job: take something messy, break it into steps, and make sure everyone can follow along. I live in Tennessee with my husband and two boys, and I work with trades and home service owners across the country. I like bringing order to chaos. Weird hobby, I know.
5+ states · 15 years teaching · Foundations First Method · Founded 2023
Three ways to work together. Not sure which one fits? That’s what the call is for.
New to Jobber
Jobber Basic Setup
Jobber built around how your business actually runs. Your clients, services and pricing loaded in. Quote and invoice templates. A simple quote-to-job-to-invoice workflow. Payments connected. Then a walkthrough so you know how to use it.
For you if you’re new to Jobber or still running on spreadsheets and paper.
Jobber with the follow-ups handled for you. Appointment reminders, quote follow-ups, job-complete emails, invoice reminders and overdue notices. Done-for-you email templates, clean job statuses, and a workflow that’s been tightened up.
For you if Jobber is set up, but you’re still chasing quotes and invoices by hand.
A different kind of support. I learn how your team actually works, then build systems your people will use. Clear roles, smoother workflows, steadier cash flow, and nothing living only in your head. Starts with a 3-month commitment.
For you if you’re past the startup stage and ready to stop being the bottleneck.
A Jobber consultant sets up Jobber to match how your business really runs: quotes, invoices, scheduling, automations and reporting. I also train your crew and stay on to fix what isn’t working.
Why won’t my crew use Jobber?
Usually because the setup was built for the office, not the truck. I keep it simple, train the field team in short steps, and cut anything they don’t need.
How do I know if my business is actually profitable?
Revenue shows what came in. Profit shows what you kept. I set up your job costing and reporting so you see what each job earned before the next one starts.
Should I hire a cheap Jobber freelancer or a consultant?
A quick setup can get you started. If it never fit your workflow, you pay twice. I build around how you operate, train your team, and stay through the rollout.
Can you fix a Jobber account that’s already a mess?
Yes. I audit what’s there, clean up the templates, imports and automations, and rebuild what doesn’t fit.
Do you only work with Jobber users?
Jobber is my specialty. If you’re not on it yet, we’ll talk through whether it’s the right fit before you spend a dollar.
What is the Foundations First Method?
My four-phase process: Assess how your business runs today, Chunk the work into digestible phases, Implement and train your team, then Optimize. Solid systems first, then growth.
I’m Kaci Frenette, an operational efficiency consultant and former teacher based in Gallatin and Hendersonville, Tennessee, and the founder of Beyond the Process. I set up Jobber and build the back-office systems for roofing, fencing, HVAC, landscaping and other trades and home service businesses across the U.S., using my four-phase Foundations First Method: Assess, Chunk, Implement, Optimize.
Ready when you are
Let’s figure this out.
Book a free call. We’ll look at how your business runs today, where the time and money are leaking, and whether a Jobber setup or ongoing support makes the most sense. No hard sell. If I’m not the right fit, I’ll tell you.
Tell me which one you’re eyeing (Basic, Advanced or Ongoing) in the form.
