Practical Business Systems for Busy Tradies

Systems, workflows and practical support to help trade businesses manage admin, jobs, staff and day-to-day operations.

HOW CAN WE HELP YOUR BUSINESS?

How we help

Practical systems and operational support for busy trade businesses. We set up clear workflows, processes, templates and tools so your team knows what to do, when to do it and where to find everything

Business Systems Review

We review how your office currently operates, identify gaps, duplicated work and unclear processes, then recommend practical improvements.

Workflow and Process Setup

We create clear step-by-step workflows for recurring tasks such as enquiries, quoting, job setup, invoicing, debt collection and job completion.

Software Setup and Improvement

We help set up and improve business software such as Microsoft 365, Xero, Tradify, ServiceM8, Dext and other office system

Standard Operating Procedures

We document your recurring processes so your team knows what to do, when to do it and where to find the information.

Office Administration Systems

We organise email, calendars, digital filing, document naming, task management and internal communication

Templates and Checklists

We develop practical templates, forms, registers and checklists suited to your business and daily operations.

Meet our team

With more than 20 years of experience in bookkeeping, office management and business operations, Our team helps trade businesses organise their office systems, improve everyday processes and create practical ways of working. Our focus is helping business owners save time, reduce errors and feel more in control of their operations.

Jodie Caddy

Founder and Implementation Specialist

From our clients

We have earned the trust and satisfaction from hundreds of clients by providing reliable, high-quality service. See what they're saying.

“Jodie helped us organise our office systems and create clear processes for our daily administration. She quickly identified where we were losing time, simplified our workflows and provided practical templates our team now follows. We have better visibility across the business, fewer missed tasks and more confidence in how our office runs.”

Mitchell Child

Sole Trader, Plumming Kings

“Jodie helped us set up Tradify around the way our business works. She organised our job stages, customer information, quoting and scheduling processes, then showed our team how to use the system properly. We now have clearer job visibility, fewer missed steps and a more consistent process from enquiry through to invoicing.

Julia Dermint

Office Manager, JT Electrical

“Jodie set up Dext and created a simple process for collecting, reviewing and storing our bills and receipts. She connected the system with Xero, organised the account settings and trained our team on what to send and where. Our paperwork is easier to manage, and our records stay up to date.”

Michael Scott

Direcor, Steel Supplies

Contact Us

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Address

Adelaide SA, Australia

Phone

0488026713

Email

jodie@toolboxbiz.com.au