Developed a structured SOP for estimate development and job costing to support more consistent project planning, cost tracking, and profitability management in a service-based trades business. The document defines key roles, tools, process steps, quality standards, and common risks across the estimating and job costing lifecycle. Designed to improve operational consistency, strengthen financial controls, and create a more repeatable framework for execution.
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Developed a KPI dashboard framework for a service-based business to create clearer visibility into weekly operational performance. The dashboard consolidates pipeline activity, revenue, and cash indicators, invoicing, labor utilization, and job status into one leadership-ready view. Designed to support more informed decision-making, stronger accountability, and faster identification of operational bottlenecks.