One file holds too much
Every job, quote, contact and note lives in a single sheet nobody fully understands anymore.
Swords, Co. Dublin
HTC
Workflow diagnosis & repair
Is your business running on a spreadsheet that has gone too far?
HTC turns fragile spreadsheets, repeated admin and disconnected workflows into practical internal tools for established Dublin businesses.
MASTER_TRACKER_REDACTED.xlsx
| Job ID | Customer | Status | Owner | Notes |
|---|---|---|---|---|
| J-1023 | Pending | L.K. | email chase | |
| J-1024 | In progress | M.R. | quote to email | |
| J-1027 | On hold | D.O. | waiting on quote | |
| J-1029 | Complete | R.S. | no reply | |
| J-1030 | Pending | L.K. | chasing again | |
| J-1031 | In progress | M.R. | duplicate? |
duplicate entry
unclear owner
chasing again
JOB SHEET
Called - no answer
Emailed quote
Waiting on info
Chased again 02/05
Still not updated...Open12
In progress5
Waiting3
| Job | Customer | Status | Owner | Next action |
|---|---|---|---|---|
| J-1032 | Cullen Electrical | In progress | M.R. | Call site 03/05 |
| J-1031 | Boiler Service | Waiting | D.O. | Await info |
| J-1030 | Rosewood Ltd | Complete | L.K. | Send invoice |
| J-1029 | Annual Check | In progress | R.S. | Book visit |
Diagnosis
The spreadsheet became the system
Work is copied around
The same information is re-typed into email, WhatsApp and a second tab, then drifts apart.
Status is unclear
Colour-coded cells mean different things to different people. Nobody trusts them fully.
The owner is the glue
One person holds it all together from memory. If they're out, the system stalls.
What I Fix
What your spreadsheet can become
Open12
In progress5
Waiting3
| Job | Customer | Status | Owner | Next action |
|---|---|---|---|---|
| J-1032 | Cullen Electrical | In progress | M.R. | Call site 03/05 |
| J-1031 | Boiler Service | Waiting | D.O. | Await info |
| J-1030 | Rosewood Ltd | Complete | L.K. | Send invoice |
| J-1029 | Annual Check | In progress | R.S. | Book visit |
Job tracker
One place for every job, its status and who owns it.
Booking dashboard
Appointments and site visits scheduled without double-booking.
Customer intake
New enquiries captured once, correctly, without re-keying.
Quote workflow
Quotes built, sent and tracked to a decision, not a folder.
Staff task board
Who's doing what today, visible without asking around.
Reporting dashboard
Real numbers on jobs, revenue and turnaround, always current.
Process
How it works
Map
We sit down with the current sheet and trace exactly where work gets stuck, duplicated or lost.
Build
A working internal tool is built around how your team actually operates, not a template.
Hand over
You get a system your team can run without me, with training and documentation included.
Estimates
Typical first projects
Audit
€350A full trace of your current workflow, its fault points, and what to fix first.
Prototype
€1,500-€2,500A working version of one core module, tested against real jobs before committing further.
Build
€3,000-€8,000The full internal tool, built, tested and handed over with your team trained on it.
What workflow is causing the most pain?
Send the spreadsheet, workflow, or admin process that is costing time.
Tell me what's broken →