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Case study
Trades · Plumbing, Melbourne

From every quote on the owner's desk to a team that prices the job

An 8-person Melbourne plumbing firm handed standard quotes to the team. Delivered by month three: 20 owner hours a month back, quotes out in a day instead of three, and pricing calls down from 6 a week to 1.

20 hrsDelivered owner hours back a month by month three
3 → 1Days to quote a standard job
6 → 1Pricing calls to the owner a week

01 At a glance

The short version

The owner of an 8-person Melbourne plumbing firm priced every job and took every pricing call. We ran the Two-Week Test to find what would break first without them, then wrote and tested a playbook for the biggest one.

The client

8-person plumbing firm

Homes and light commercial work across Melbourne's east. Five plumbers, an apprentice, an office manager and the owner.

The pain

Every quote waits for the owner

Jobs got priced at night after a full day on the tools. Standard quotes took three days to go out.

The solution

A 90-minute test, one playbook

One session with the owner, a 4-page pack that maps what breaks first, and a tested playbook for pricing standard jobs.

Delivered outcome

20 owner hours a month back

With the team pricing all 8 standard quotes a week, the owner gained 20 hours a month back by month three.

The shift

Before: every quote and every pricing question went through the owner. After: the team prices standard jobs from a written playbook, and the owner signs each one off in about five minutes.

02 The pain

The work was there.
The owner was the queue.

Nothing was broken. Everything just had to go through one person first.

01

Quotes priced at the kitchen table

The owner priced 14 quotes a week at about 35 minutes each, mostly after 7pm. That's over 8 hours of desk work on top of a day on site.

02

Customers waiting three days

Simple jobs like hot water swaps and blocked drains took three days to quote. Some customers booked whoever answered first.

03

Six pricing calls a week

Plumbers on site rang to check a price or a part. Each call pulled the owner off their own job for about ten minutes.

04

Supplier accounts in one head

Which trade account gets the discount, and which supplier has stock, lived in the owner's memory. The office manager could place an order but couldn't choose one.

05

Holidays planned around the phone

The last proper week off was four years ago. Even then, the phone came too.

The real cost. About 9 hours a week of the owner's time went on work the team could do with the right notes. That's more than a full working day, every week, spent being the only one who knows.

03 The solution

Find what breaks first,
then hand one over

The Two-Week Test asks one question: if you took two weeks off from Monday, what would break first? We answered it in one session with the owner, wrote it up as a 4-page pack, then built and tested a playbook for the job that needed the owner most.

Step 1 · The 90-minute session

We walked the last customer from first call to paid invoice and counted every time the job stopped for the owner. Then we put a rough cost on each stop.

Step 2 · The 4-page pack

The map of what breaks first, a ranked list, the money page, and what to fix first. Page one tells the whole story on its own.

Step 3 · The tested playbook

One playbook for pricing standard jobs. The senior plumber ran it on a real quote without the owner, then we fixed what tripped them up.

The owner's head90-minute session Map and playbook4-page pack, one playbook The team runs ittested on a real job

The owner's call stayed in

The playbook covers standard jobs only. Anything over $3,000, any commercial job, and anything the plumber isn't sure about still goes to the owner. For the first 90 days the owner reads every team-priced quote before it goes out.

04 Implementation

What we ran,
and what it gave the team

Two weeks, start to finish. The owner gave about three hours of it: the session, a read of the playbook, and the Verdict Call.

PartWhat it gave the team
90-minute sessionThe two-week question, the last customer walked through, and every interruption priced
Page 1: the Two-Week MapThe first three things to break, in the owner's own words
Page 2: the ranked listEvery only-the-owner job ranked by how often it happens and how much it hurts
Page 3: the money pageOwner hours, the owner's rate and quotes waiting, all rounded down
Page 4: what to fix firstThe Holiday Plan, with who could take each step and what they need first
The playbookHow to price a standard job, tested on a real quote without the owner
The Emergency PageOne page to pin up: what has to happen this week if the owner is out
30 days of supportQuestions answered on Telegram while the playbook beds in
Day 1 · The session

90 minutes with the owner, on site or on a call. No forms to fill in first.

Days 2 to 7 · Pack and playbook

We wrote the pack and drafted the playbook with the office manager and the senior plumber.

Days 8 to 14 · The test run

The senior plumber priced a real hot water job from the playbook alone. Then the 45-minute Verdict Call.

05 The map

Page one: what breaks
in the first two weeks

32times a week the business stopped and waited for the owner, sorted into four buckets.
BucketEach weekWhat stalls
Pricing and quoting2014 quotes plus 6 pricing calls. Quotes sit until the owner gets to them.
Judgment calls5Variations on site, warranty call-backs, whether to take a job
Client and job knowledge4Which builder pays slowly, which supplier has stock, old job history
Keeping it moving3Next week's schedule and any parts order over $500
First to break

Standard quotes

Nothing gets priced. Simple jobs wait, and the phone rings out.

Second to break

Supplier orders

The office manager can order, but doesn't know which account gets the trade discount.

Third to break

Variations on site

Plumbers can't approve extra work, so jobs stop while they wait for a call back.

The verdict line

Two of three can move now

Quotes and supplier orders can be written down. Variations need one decision made once, then they can move too.

Written about the job, not the person. "Only one person knows how to price a hot water swap" points at a missing note. Nobody gets blamed.

06 The playbook

One playbook,
tested without the owner

4 hrsis the cap on writing it. If it runs past two pages, the job we picked was too big.
SectionWhat the pricing playbook says
What this is forPricing standard jobs: hot water swaps, blocked drains, tap and toilet repairs
What it doesn't coverJobs over $3,000, commercial work, anything the plumber isn't sure about
What you needThe price sheet, the supplier list, and photos from site
The stepsIf it's on the price sheet, use the sheet. If access is hard, add the set labour block. If unsure, send it to the owner.
What done looks likeQuote sent the same day, signed off by the owner in five minutes
Who runs it, who owns itThe senior plumber runs it. The owner owns it.
Check by90 days, then update the price sheet
If it goes wrongThe owner reprices, and the playbook gets a new line so it can't happen twice
The test run

A real job, owner out

The senior plumber priced a real hot water swap from the playbook alone. The owner stayed out of it.

The Verdict Call

45 minutes, then fix it

We went through what tripped them up and changed the playbook on the call.

07 Delivered outcome

Delivered operational impact
at 90 days

Each bottleneck on page three mapped to a delivered change the owner tracks each week.

AreaBeforeDelivered after 90 days
Standard quotesOwner prices all 8 a weekTeam prices all 8, owner signs off in 5 minutes
Quote turnaroundAbout 3 daysSame or next day
Pricing calls to the owner6 a weekAbout 1 a week
Owner desk time on quotes8.2 hours a week4.2 hours a week
Two weeks offNot possiblePlaybook and Emergency Page cover the first thing to break

The 90-day rollout

Days 1 to 30 · Bed it in

The team priced 3 standard quotes a week. The owner checked every one.

Days 31 to 60 · Hand more over

Scaled to 6 quotes a week. The price sheet was updated with live site questions.

Days 61 to 90 · Full handover

All 8 standard quotes handed over each week, completing the first playbook.

Verified operational impact

Measured from the firm's job tracking and quote logs across 90 days of operation. Standard jobs moved entirely to team pricing, leaving the owner to sign off quotes in minutes.

08 The numbers

Delivered: 20 hours a month
back by month three

Delivered results trace one operational change: the team took over all 8 standard quotes a week, freeing the owner from evening quoting.

8.2 → 4.2
Owner quote hours a week

The team prices the 8 standard ones. The owner keeps 6.

6 → 1
Pricing calls a week

The price sheet answers most of the calls.

3 → 1
Days to quote a standard job

Quotes go out from site, not the kitchen table.

Month by month

MeasureBeforeMonth 1Month 2Month 3
Standard quotes the team prices a week0368
Owner quote hours a week8.26.75.24.2
Pricing calls a week6421
Owner hours back a month071520
Value of those hours at $110$0$770$1,650$2,200
+42 hrs

Returned across the first 90 days, delivering $4,620 in reclaimed owner time at $110 an hour.

How these numbers were verified. 14 quotes a week at 35 minutes each, with 8 standard jobs handed to the team. Sign-off took 5 minutes, returning 30 minutes per quote. Pricing calls fell from 6 to 1 a week (saving 10 minutes each). Reclaimed time valued at $110 an hour across 4.33 weeks a month, delivering 20 hours back every month ($2,200 in monthly value by month 3).