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Most SMBs don't have an automation problem. They have a diagnosis problem.

Most SMBs don't have an automation problem. They have a diagnosis problem.
Michael Paric
Michael Paric

I built a sample audit to show what that looks like. Imagine a 6-person residential cleaning company. Three solid tools. Jobber for scheduling. QuickBooks for accounting. Google Workspace for email. None of them talk to each other.

Here's what that actually costs.

Every completed job means retyping the invoice from Jobber into QuickBooks by hand. 10 to 15 times a week. And payments get logged twice. Once in Jobber, once in QuickBooks.

Add it up. 5 to 8 hours a week of pure re-entry. $8,400 to $13,400 a year. On one gap.

This is why "just automate it" falls flat. You can't automate a handoff you haven't mapped yet. One researcher who audited 20 sources on SMB automation found that 95% of small businesses using automation tools still ran into implementation problems. Not tool problems. Process problems.

The fix here isn't complicated. A Zapier sync that fires the moment an invoice is marked paid. No manual entry. Live in under two weeks.

Map the workflow first. Find where the money leaks. Then fix the leak.

What's the one thing in your business that still gets typed twice? Book a free 25-minute workflow evaluation today.