Business Health Snapshot | Erika Entz
Erika Entz · Soulful Systems
Systems with Heart
Free Assessment · 5 Minutes

Trade Business
Health Snapshot

See how your trade business scores across the 7 dimensions that determine whether your systems support — or slow down — your growth. Works for any job management software.

17 Questions Instant Results Any Software


🏢
Quick Business Profile · 3 questions
Tell us about your business
This helps us tailor your results and recommendations to your situation.
1. What job management software does your business currently use?
Simpro
ServiceM8
Fergus
Tradify
Spreadsheets / manual / none
Other software
3. How many people work in your business (including you)?
1–5
6–14
15–30
31–50
51+
Step 1 of 9
⚙️
Dimension 1 of 7
Job Management System Health
How well your job management system is actually working for your business.
1. Job stages in your system clearly reflect how work moves through your business — and your team uses them consistently.
Rarely — job stages are unclear or ignored
Sometimes — inconsistent across the team
Usually — mostly consistent with some gaps
Always — clear stages, used consistently
2. The reports from your system give you data you can trust and actually use to make decisions.
No — we don't trust the reports
Partially — some reports work, others don't
Mostly — reports are reasonably reliable
Yes — we make decisions from clean data
Step 2 of 9
💬
Dimension 2 of 7
Communication Systems
How well information flows between your office and field teams.
3. When a job has important details — scope changes, access notes, client preferences — that information reaches the field team reliably.
Rarely — field often find out on-site
Sometimes — it gets through but not reliably
Usually — most key info is communicated
Always — information flows smoothly
4. Office and field genuinely understand each other's pressures and work collaboratively (rather than in silos or with tension).
No — there's ongoing friction or blame
Somewhat — understanding exists but tension remains
Mostly — good working relationship
Yes — strong collaboration and mutual respect
Step 3 of 9
🎯
Dimension 3 of 7
Adoption & Usage
Whether your team actually uses your systems — and why they do or don't.
5. Your team uses your job management system as the primary way of working — not as an extra admin burden on top of texts, calls, and spreadsheets.
No — most work happens outside the system
Partially — used by some, not others
Mostly — the system is the primary tool
Yes — fully embedded as how we work
6. Your team understands WHY the systems and processes exist — not just how to follow them.
No — most just follow steps without understanding
Some do — others see it as admin overhead
Mostly — there's reasonable buy-in
Yes — team understands and values the why
Step 4 of 9
🌱
Dimension 4 of 7
Cultural Health
The team environment that either enables — or undermines — everything else.
7. When systems or processes aren't working, people speak up constructively — and those issues actually get addressed.
No — people stay quiet or problems are dismissed
Sometimes — feedback happens but often goes nowhere
Usually — most issues surface and get resolved
Yes — open culture, issues resolved consistently
8. Your team feels valued and respected in their roles — the culture supports people, not just productivity.
No — morale is low or people feel like cogs
Mixed — some feel valued, others don't
Mostly — generally positive team culture
Yes — strong culture of respect and recognition
Step 5 of 9
🏆
Dimension 5 of 7
Champion Capabilities
Whether you have someone who bridges people, process, and system — and keeps it all alive.
9. Your business has someone who actively owns your systems — training others, spotting gaps, and improving processes over time.
No — systems are no one's responsibility
Informally — someone does it but it's not their role
Mostly — we have a champion but they need more support
Yes — clear system champion in place and effective
10. When new team members start, they're trained on your systems properly — not just copying what others do.
No — new starters figure it out themselves
Basic — some onboarding exists but it's inconsistent
Good — structured onboarding for most roles
Excellent — clear, consistent, well-supported onboarding
Step 6 of 9
📈
Dimension 6 of 7
Continuous Improvement
Whether your systems evolve — or stay stuck the way they were set up years ago.
11. You regularly review and improve your workflows and system setup — rather than waiting for something to break.
No — we set it up and haven't touched it since
Occasionally — reactive fixes when things go wrong
Sometimes — some intentional review happens
Regularly — systems are actively maintained and improved
12. Your business measures what matters — you track key metrics and use them to spot where to improve.
No — we run on gut feel
Partially — some numbers tracked informally
Mostly — key metrics in place and reviewed
Yes — clear KPIs, regularly reviewed and acted on
Step 7 of 9
✨
Dimension 7 of 7
Energetic System Flow
Whether your systems feel heavy and draining — or clear, supported, and alive.
13. Using your systems feels manageable and clear — not overwhelming or confusing for most of your team.
No — systems feel heavy and stressful
Somewhat — they work but create friction
Mostly — systems feel manageable
Yes — systems feel natural and supportive
14. Overall, your business systems support your team to do their best work — rather than getting in the way of it.
No — systems create more problems than they solve
Mixed — some help, some hinder
Mostly — systems are a net positive
Yes — systems genuinely enable great work
Step 8 of 9
Step 9 of 9
Your Overall Business Health Score
0/100
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Your 7 Dimension Profile

Your Top Priorities

Ready to go deeper?

This snapshot gives you the overview. A full Team Assessment — where your whole team responds — reveals the gaps between how leadership sees things and how the team experiences them. That's where the real insights are.

"Systems should support people, not control them. Let's build systems with heart." — Erika Entz