Find the office leaks costing you cash, reviews, and repeat jobs.

Service business owner reviewing office paperwork, estimates, invoices, and customer follow-up.

Where the assessment looks

  1. Calls & estimates

    Find the calls, website requests, and estimate opportunities that never get a proper follow-up path.

  2. Open estimates

    See which quotes are sitting without a clear owner, reminder, or next step to win the job.

  3. Jobs & invoices

    Spot completed work that gets stuck before the invoice is ready, sent, or followed up.

  4. Payment follow-up

    Identify unpaid invoices that need reminders, escalation, or a cleaner handoff to collection.

  5. Reviews & referrals

    Turn happy customers and past buyers into reviews, referrals, reminders, and repeat work.

You leave with the map, not another vague consultation.

The Cash Flow Assessment gives you a clear map of where money is getting stuck, how to fix each problem, and what each fix is expected to improve.

Sample Money Leak Summary showing the leak found, cost signal, build priority, and next move.

Start here: $97 Cash Flow Assessment

Cash Flow Assessment

$97

You are buying a clear breakdown of what is happening now, what it is costing, what should be fixed, and what each fix is expected to improve.

  • Professional Stanley Systems money-leak report
  • Current workflow map and ideal workflow map
  • Fix list for every office step and handoff
  • Expected result and ROI for each fix

If the assessment is useful and you want Stanley Systems to build the fix for you, we credit double the assessment fee toward your Installation Sprint.

Want Stanley Systems to build it for you?

The assessment shows what is costing you money. The Sprint builds the fix: faster billing, cleaner follow-up, more reviews, more referrals, repeat-customer reminders, or the specific mix your business needs.

Use the assessment to fix the problems yourself, or use it as the build plan for the Sprint.

Use the assessment to fix the problems yourself.
Use it as the build plan for the Sprint if you want Stanley Systems to install the fix.
The Sprint can include faster billing, cleaner follow-up, reviews, referrals, repeat-customer reminders, or a scoped mix.
Double the assessment fee can be credited toward the Sprint.

What happens after you start

After checkout, Stanley Systems reviews how calls, estimates, invoices, follow-up, reviews, referrals, and repeat work move through your office, then turns it into a practical money-leak report.

You stay in control: any access needed for the assessment is temporary, used only for the review, and removable by you at any time.

After checkout, Stanley Systems will email and call you to schedule the assessment and collect the details needed to review your office flow.

  1. 1You show how calls, estimates, invoices, follow-up, reviews, referrals, and repeat work move now.
  2. 2Stanley Systems reviews the records and finds where money gets stuck.
  3. 3You get a money-leak report, workflow map, fix list, and expected results.
  4. 4You decide whether to fix it yourself or have Stanley Systems build the systems for you.

After the assessment, the fix usually falls into one of three buckets

You leave with the useful fixes and priorities. If you want Stanley Systems to build it, the Sprint uses the assessment as the build plan.

Billing and payment follow-up

Invoices, balances, job details, and cash collection need to move faster.

Repeat work, reviews, and referrals

Past customers and happy customers need a real follow-up path.

Cash and customer follow-up

The business is leaking before payment and after the first job.

Assessment questions

Talk before buying

If you need a quick route check before paying, call or ask a question. Keep the diagnosis inside the assessment.

What happens after I buy?+

After checkout, Stanley Systems will email and call you to schedule the assessment intake. You’ll walk through how calls, estimates, invoices, payments, follow-up, reviews, referrals, and repeat work move through your office. Then Stanley Systems reviews the records and sends your money-leak report, workflow map, fix list, and build priorities.

Do I need to share passwords?+

No. Do not send passwords. A temporary invited user is usually the fastest way for Stanley Systems to review accurate records, but you can start with a screen share, exports, or screenshots. You control what is shared and can remove access at any time.

Does this replace my current software?+

No. Stanley Systems looks at the handoffs around the tools you already use.

Will I talk to a real person?+

Yes. The assessment is reviewed by Stanley Systems before a recommendation is made.

What happens after the assessment?+

You get the map, the problems Stanley Systems identified, how each one should be fixed, the expected results, and what should be fixed first. If the assessment is useful and you want Stanley Systems to build the fix for you, we credit double the assessment fee toward your Installation Sprint.

What if I already know what I want?+

You can still start with the assessment to confirm the full fix list before installation, or talk before buying if you need a quick route check.

Not ready for the $97 assessment yet? Get one free money leak check first.

Use this only if you are not ready to start the paid assessment. Stanley Systems will send one practical leak to check before you buy.

No filler. One leak to check, one way to spot it, and one next move.

Stanley Systems will send practical leak checks. No filler.