The Reality Check Form | Clearwater Small Business Support

1) If you disappeared for two weeks, what would happen?We’d be fine. The team knows what to do.A few things would slip, but we’d manage.It would get messy pretty quickly. People would be calling or waiting on me.Honestly, I don’t think the business would make it two weeks without me.

2) When a job goes sideways : wrong tech, missed window, angry customer - who handles it?Someone on the team handles it without needing me.They try first, but anything serious usually comes back to me.It almost always ends up in my lap.I’m usually the one fixing it because nobody else really knows what to do.

3) How do most of your days feel right now?I’m focused on growing the business, not putting out fires all day.It’s mostly manageable, but I’m still in the weeds more than I want to beI spend a lot of my day keeping things from getting stuck or falling through.Every day feels like a new fire and I’m usually the one who has to fix it.

4) How often does the schedule get messed up: double-bookings, wrong person sent, missed appointments?Rarely. Maybe once a month, if that.A few times a month. It’s annoying, but we deal with it.Weekly. It’s become one of those problems we just work around.Multiple times a week. It’s constant, and it’s costing us.

5) How often does a job fall through the cracks — not followed up, not invoiced, or not closed out?Almost never. We have a process that catches it.Every now and then, but we usually catch it before it causes a real problem.More than I’d like. Usually, everyone thought someone else had it.Too often. We usually find out when a customer calls asking what happened.

6) When you’ve tried to fix recurring problems before, what usually happens?It stays fixed. The process holds.It gets better for a while, then slowly slips back.The same problem shows up again, just in a slightly different way.We keep having the same conversation about the same issue over and over.

7) If your most experienced field tech or office person left today, how long would it take to recover?A week or two. Most of what they do is written down and easy to hand off.A month or so. It would hurt, but we’d figure it out.Several months. They know a lot that nobody else really knows.Honestly, I’m not sure. Too much of the business lives in their head.

8) How does a new hire actually learn the way things are done?We have a clear onboarding process and it works.We pair them with someone experienced and that usually gets them there.They mostly shadow someone and figure it out over time.Honestly, it depends who trains them and it takes way too long.

9) Where do your core processes actually live right now?They’re written down, up to date and the team actually uses them.Some things are written down, but a lot is incomplete or outdated.Mostly in people’s heads, texts or group chats.There isn’t really one clear way. Everyone does it their own way.

10) How well is your field service software actually working for the business day to day?It supports the way we work and the team knows how to use it.It handles the basics, but we know we’re not using it fully.We mostly use it for scheduling and invoicing, and work around the rest.Honestly, it feels like we’re paying for software we never really figured out.

11) Do customer follow-ups, review requests and appointment reminders happen without someone chasing them down?Yes. They happen consistently without much manual effort.Mostly. Some of it runs on its own, but we still do a lot by hand.We try, but things still get missed when it gets busy.Not really. It mostly depends on someone remembering to do it.

12) When you’ve added new software to fix a problem, what usually happens?It works. The team uses it, and the problem actually gets better.It helps some things, but creates new headaches somewhere else.It helps for a while, then people slowly stop using it.We end up paying for another software nobody really uses.

13) When the business grew: more trucks, more techs, or more jobs - what happened?We handled it pretty smoothly. The systems kept up.There were some growing pains, but we adjusted pretty quickly.Things got a lot more chaotic for months.Every time we grow, it feels like the business gets harder to run.

14) Do you know which jobs, services, or techs are actually profitable?Yes. I can see those numbers pretty quickly.I have a general idea, but not exact numbers.Not really. I’d have to dig through a lot to get a clear answer.No. I know what we charge, but not what we actually make.

15) Where does the business honestly feel like it is right now?Running well. I’m leading the business, not chasing problems all day.Mostly stable, but too much still runs through me.Getting by, but everything feels harder than it should.Constant firefighting. Every day brings another problem we didn’t plan for.

Where does your business actually stand?

Enter your name & email to see your full breakdown - including what each problem area is likely costing you right now.

First Name *

Email Address *

How many employees do you have?

The Reality Check Score

The Reality Check

2-Minute Tech & Security Checkup