The Impact
TFT Services – Laying the Operational Foundation for a Stronger Business
TFT Services came to us at a pivotal moment, ready to grow, but lacking the systems and structure to support long-term success. With a focus on field service and client-based work, they needed tools that would bring order to their operations and clarity to their finances.
The Project
We started by conducting a full operational audit to identify bottlenecks and inefficiencies. From there, we designed and implemented a tailored set of Standard Operating Procedures (SOPs) that covered scheduling, job tracking, customer communication, and follow-up, giving their team a clear roadmap for delivering consistent service.
To support smoother day-to-day operations, we created custom templates and digital forms for estimates, job reports, service confirmations, and time tracking. These tools not only saved time in the field, but also helped streamline internal communication and invoicing.
Recognizing the need for financial oversight, we introduced a centralized reporting dashboard to monitor revenue, expenses, job profitability, and team performance. With this level of insight, leadership could finally make proactive decisions with real data, not guesswork.
The Outcome
With a solid foundation in place, TFT Services now runs smoother, faster, and more efficiently. Processes that once felt chaotic are now predictable and scalable, freeing up leadership to focus on strategy and growth.
Ongoing Partnership
Our relationship with TFT remains strong as they continuously trust us to support their systems and day-to-day operations, and monthly reporting.
Project Highlights
✅Full SOP development for field and office operations
✅Custom templates for estimates, service reports, and time tracking
✅Financial reporting and performance dashboards
✅Ongoing monthly reporting and operational support