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LM-18 · Automate · 12 items
Job-to-Cash Leak Map
Where revenue slips between enquiry and invoice
Worksheet for service businesses — map leaks from lead to quote, job delivery, variation, and invoice so FC-06 or CRM Fit Review has context.
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Work through each section at your pace.
Lead → quote
- Enquiries sit in inbox >24h without owner
- Quote template retyped from last job each time
- No link between marketing source and won/lost
- Pricing approvals happen in email threads
Quote → job
- Won quote manually re-entered into job system
- Scope changes not captured before work starts
- Crew or contractors booked without job record
- Customer confirmation not stored in one place
Job → invoice
- Variations tracked in spreadsheets or texts
- Job marked complete before invoice raised
- Invoice line items don't match quoted scope
- Chasing payment has no link to job history
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