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Volunteer Construction - Growth & Operations Audit Intake
Thanks, Taylor. This should take about 15 to 20 minutes. Please answer from your current reality, not the ideal future state. Best estimates are fine. You do not need to share passwords or grant access here.
What matters most
Which outcomes would make this audit most valuable? Select up to three.
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Get JobTread working as the reliable source of truth
Reduce the estimating, admin, and follow-up work landing on me
Improve budgets, receipts, job costing, and profitability visibility
Clarify ownership, handoffs, and future staffing needs
Understand what is working in marketing and Hibu
Define a practical AI assistant and automation plan
What is the single biggest operational problem you want this audit to solve?
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Which representative job should I use to trace your workflow from lead through closeout?
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Where is that job today?
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A
New lead or estimating
B
Sold and preparing to schedule
C
Active construction
D
Closeout or completed
Submit audit intake