Montco AI
Sample data Demo user

Process Audit

Where the work in your business actually goes each week.

Mapped time

40.5 hrs/week

Search processes
  • Quote requests and follow-up Sales Office manager 9 Mapped
  • Appointment reminders and rescheduling Scheduling Front desk lead 7.5 Mapped
  • Invoice creation and payment chasing Billing Bookkeeper 6 In review
  • New client intake paperwork Onboarding Operations manager 5 Mapped
  • Weekly job status updates to clients Service delivery Project coordinator 4.5 Mapped
  • Monthly reporting for the owner Finance Bookkeeper 4 Mapped
  • Supplier reorder checks Purchasing Operations manager 3 In review
  • Online review requests Marketing Owner 1.5 Needs owner

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