HMDS hmdsworks@gmail.com

Stop losing money to missed invoices and forgotten jobs

I write simple step-by-step guides that show your team exactly how to book, quote, complete and invoice every job. I also build a one-page tracker that shows who still owes you money. Everything is done by email, and your first guide is ready in 5 business days.

Get a free quote

Kits from US$199 at founding-client prices. You get a written quote first, and your money back if the work does not match it.

Who still owes youExample tracker with made-up numbers
Job 104, Smith$6208 days late
Job 109, Patel$3,800Due Friday
Job 112, Moore$180Due next week
Total owed$4,600

Where the money leaks out

A quote that nobody follows up on. An invoice sent a week late. A new employee who learns by guessing. Each one seems small, but together they cost you money every month.

With clear written steps, every job is booked, completed and invoiced the same way. With one simple tracker, you always know who still owes you. I create both for you from the notes you already have.

Choose your kit

Founding-client prices for my first 5 clients

Get Paid Faster Kit

"I don't know who owes me, and I forget to chase it."

You get: a money-owed tracker that shows every unpaid invoice and how late it is, a step-by-step follow-up routine, and 3 ready-to-send reminder emails.

The result: you see who owes you at a glance, and reminders go out on time.

US$449 US$299

Ready in 7 business days

New Hire Ready Kit

"Every new person does it differently, and I have to show them everything."

You get: 5 written step-by-step guides for your daily jobs, such as booking, quoting, a service call, invoicing and closing out the day.

The result: new staff follow the guide instead of asking you.

US$549 US$439

Ready in 5 business days

Job Profit Tracker

"I'm busy, but I don't know which jobs actually make money."

You get: a spreadsheet that shows each job's price, costs, hours and profit, plus a one-page summary.

The result: you know which jobs to do more of.

US$350 US$199

Ready in 7 business days

Don't see what you need?

I also build custom procedures, trackers and templates around the way your business already works. For example: a quote and estimate tracker, a parts and inventory list, a technician schedule, a safety checklist, a client intake form, a new-staff training manual, or a cleanup of your existing spreadsheets.

Tell me the problem in a short email, and I will reply with a written plan and a fixed price before any work starts.

Ask about a custom solution

Want to try one first? Get a single written guide for US$149 US$119, ready in 5 business days.

Founding clients are asked for an honest review afterwards, and each review is labelled as coming from a founding-client discount. Canadian clients pay in Canadian dollars, plus the sales tax for their province. Files work in Google Docs, Google Sheets, Microsoft Word and Microsoft Excel.

See an example

Sample procedure: service call, from booking to payment

Written for a small heating and cooling company. Yours is written for your business, your jobs and your team.

Booking the call (office)

  1. Write down the customer's name, address, phone, email, and the problem in their own words.
  2. Check the customer list. If new, add them. If returning, note their last visit and equipment.
  3. Give the call-out fee from the price list and the earliest time slot. Get a yes before booking.
  4. Book the slot and send a written confirmation with the date, time window and fee.

Doing the job (technician)

  1. Before leaving, read the job sheet and load any parts listed for this equipment.
  2. On arrival, confirm the problem. If the fix will cost more than the call-out fee, give a written price and get a yes before starting.
  3. Do the work. Record time in, time out, parts used and work done.
  4. Test the equipment with the customer present and ask them to sign the job sheet.

Getting paid (office)

  1. Same day: enter the job sheet into the job tracker.
  2. Send the invoice within 24 hours, due in 14 days.
  3. Day 15: if unpaid, send a polite written reminder with the invoice attached.
  4. When paid, mark the job "Paid" and file the job sheet.
Sample tracker: job profit and money owed

Each job shows the quote, materials, hours, profit, margin and whether it is paid. A summary shows total profit, money still owed and profit by job type.

Open the sample tracker (view only, made-up numbers)

How it works

  1. Email me what you need. Notes, photos of paper forms or an old spreadsheet are all fine.
  2. I send a written quote that lists exactly what is included and the delivery date.
  3. You pay a 50% deposit through a PayPal invoice.
  4. Procedures are delivered within 5 business days, and spreadsheets within 7.
  5. One round of changes is included. You pay the balance once you are happy with the work.

My promise

You pay half up front and the rest only once you are happy with the work. If you cancel before I start, your deposit is refunded in full. If the finished work does not match what your quote promised, and one round of changes does not fix it, you pay nothing more and your deposit is refunded.