Free Business Assessment

Get Your PersonalizedAutomation Report

Answer 30 questions about your trades business. Within 5 minutes you will receive a personalized report showing exactly which automations will save you the most time and money — and what it costs.

12–5 minutes
📧 Report in 5 minutes
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Section 1 of 9 — About Your Business 0%
Section 01
About Your Business
Basic details so we can personalize your recommendation.
Full legal business name
Use your exact registered name. Example: Smith Electric Ltd.
Your first and last name (owner / operator)
Business email address
Your personalized recommendation arrives here within 5 minutes.
Mobile phone number
Receives SMS alerts and daily summaries.
Primary trade
Business city and province / state
Section 02
Your Time and Admin
Where your unbillable hours are going right now.
Q1. Hours per week on admin, payroll, invoicing, paperwork?
Q2. How does your crew report hours to you?
Q3. How do you send invoices?
Q4. When a client doesn't pay on time, what happens?
Q5. How do you follow up on quotes?
Q6. Who handles admin and paperwork?
Section 03
Revenue and Financial Health
Understanding where money may be leaking out of your business.
★ Important Question
What is your monthly budget for automation?
We will only recommend plans within your budget. No surprises.
Q7. What percentage of your quotes convert to jobs?
Q8. How often do invoices go unpaid past 30 days?
Q9. Do you know your average gross margin per job?
Q10. Do you track actual cost vs quoted price per job?
Q11. Do you use QuickBooks?
Section 04
Your Crew and Field Operations
How your crew works and how jobs run in the field.
Q12. How many crew members (including yourself)?
Q13. Do you run multiple job sites simultaneously?
Q14. Do you use subcontractors?
Q15. Do crew have licences or certifications that expire?
Q16. Do you have apprentices needing hours logged?
Section 05
Your Jobs and Projects
The type and complexity of work you do.
Q17. Average job duration?
Q18. Do jobs have phases clients need updates on?
Q19. How often do you issue change orders?
Q20. Do you work with holdback?
Section 06
Compliance and Safety
Your exposure to compliance and safety requirements.
Q21. Has a crew credential expired without warning?
Q22. Been caught on site without a required permit?
Q23. WCB / WorkSafeBC coverage for your crew?
Section 07
Growth and New Business
How you attract clients and whether you want to grow.
Q24. Looking to grow or at comfortable capacity?
Q25. Where do most new clients come from?
Q26. Do you ask clients for Google reviews after jobs?
Q27. Lost work in the last year from slow follow-up?
Section 08
Your Biggest Challenges
The most important section. Answer honestly — this shapes your entire recommendation.
Q28. The ONE thing that if fixed tomorrow would change everything
Be specific. "Stop losing money on invoices that never get paid" is better than "cash flow." This has the most influence on your Dryver selection.
Q29. What did you lose money on in the last 12 months that was preventable? (optional)
Examples: credential expired and we couldn't work, forgot to follow up on a $15,000 quote, job costs way over what was quoted.
Section 09
Setup Preferences
Final details for your system configuration.
Do you use Google Workspace?
Google Workspace = paid Google account with your own business email domain (e.g. [email protected]). Different from a free Gmail account.
Would you like SMS field updates?
Your crew texts hours and job updates — no app needed, just a text message.
Primary brand colour (optional)
Hex code like #1B3A6B or describe it: dark navy, orange, green. Defaults to Dryvn navy.
How should your name appear on emails to clients? (optional)
The sender name clients see. Default is your company name.
Upload your company logo (optional)
Used on all automated emails, your client dashboard, and documents sent on your behalf. PNG or JPG, max 5MB. You can also send it later to [email protected]
📁
Click to upload logo — PNG or JPG — max 5MB
Preferred time for your daily morning briefing?
Anything specific we should know? (optional)
Read personally by Brent before your Go-Live. Mention active job count, crew experience, upcoming audits, anything relevant.

Ready to Get Your Report?

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No payment required. Your system goes live within 12 hours of payment confirmation.
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1
Check your email in 5 minutesYour personalized report shows exactly which Dryvers we recommend and why.
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