Skip to content
Free field guideOpen · no email required

The Constraint Map.

Where trades and construction companies leak hours and margin, and the field checks to find your leaks this week. The same map I run in a paid engagement, condensed to one sheet you can act on without me.

Field guide · Rev 2026.07 · Print it, run it on your own shop, bring the results to a call if you want a second pair of eyes.

Five constraints. Fifteen field checks. Run it on your own shop this week.

Work top to bottom. For each constraint: the leak, three checks you can run without any new software, and what the built fix looks like. Most companies find their biggest leak in the first two.

C-01

Lead & quote leakage

The leak

Most inbound leads hit a voicemail or a busy inbox, and the average contractor takes the better part of an hour to respond, while industry data shows companies replying within minutes convert at roughly double the average. Sent quotes get one follow-up, then silence.

Field checks
  1. C-01.1Call your own main line at 2 p.m. on a Tuesday. Time how long a real lead would wait.
  2. C-01.2Count last month's sent quotes with zero logged follow-up after day three.
  3. C-01.3Ask who owns a lead that didn't answer. If the answer is "whoever," it's nobody.
The built fix

One pipeline for every lead source, an automatic reply in minutes, and a follow-up cadence that runs until they answer, quotes included.

C-02

Job-costing blind spots

The leak

Overruns get discovered at closeout, when the cash has already left the building. Field hours and material costs land in the accounting system weeks behind the work, so nobody sees the job going sideways while there's still time to act.

Field checks
  1. C-02.1Pick any live job. Can you see labor and materials against budget in under five minutes?
  2. C-02.2When did a PM last flag an overrun before month-end, not after?
  3. C-02.3Do field hours hit the cost report daily, or only at payroll?
The built fix

A live job-cost view wired to the systems you already run, with variance alerts that fire while the job is still open.

C-03

Cash-flow drag

The leak

Profitable on paper, tight in the bank. Retainage and underbilling park real money out of reach, pay cycles stretch past 60 days, and invoices wait for someone to "get to billing" at month-end.

Field checks
  1. C-03.1Measure days from work-complete to invoice-sent on your last ten jobs.
  2. C-03.2Do you know today's underbilling number, or does it surface at WIP review?
  3. C-03.3Who chases receivables past 45 days, and on what schedule?
The built fix

Invoice-on-completion automation, an AR chase cadence that doesn't rely on memory, and a weekly WIP and underbilling view the owner actually sees.

C-04

The owner bottleneck

The leak

Every price, approval, and exception routes through you. Decisions queue behind your calendar, the team waits, and growth flattens at the ceiling of your week, the business runs on you instead of on systems.

Field checks
  1. C-04.1How many days does the shop run clean with your phone off?
  2. C-04.2Count yesterday's decisions only you could make. How many were repeat questions?
  3. C-04.3Which approvals have written thresholds, and which are "ask the owner" by default?
The built fix

Decision thresholds in writing, approval workflows that route around you, and dashboards that answer the questions before they're asked.

C-05

Overhead creep

The leak

Revenue grew, but headcount and subscriptions grew faster, and net stayed flat. Admin roles exist to compensate for systems that were never built, and nobody owns the overhead ratios month to month.

Field checks
  1. C-05.1Overhead as a share of revenue: this quarter versus two years ago.
  2. C-05.2When did you last audit software and subscriptions against actual use?
  3. C-05.3Which admin roles exist because a system doesn't?
The built fix

Ratios measured monthly on a dashboard, and the repetitive admin work automated instead of staffed.

Download the PDFOne page, printable, the same content as above.
Questions

Before you print it.

What is the Constraint Map?

A one-page field guide to the five constraints that leak hours and margin in trades and construction companies: lead and quote leakage, job-costing blind spots, cash-flow drag, the owner bottleneck and overhead creep. Each comes with three field checks you can run in a week and a description of the built fix.

Who is the Constraint Map for?

Owners and office leads of trades and construction companies who suspect the business is leaking time and margin but have not measured where. It was written from twelve years running construction operations in BC.

How do I use the Constraint Map?

Work top to bottom. Run the three field checks for each constraint without any new software, note your two worst, then decide whether to fix them yourself or have the system built. Most companies find their biggest leak in the first two constraints.

Is the Constraint Map free?

Yes. The whole map is published on this page and as a PDF. No email address or call is required.

Free 30-minute call

Bring your two worst constraints to a free 30-minute call.

No pitch. We measure your baseline on day one, and I show you what the built fix looks like on the tools your office already opens.