EOFY Reset: 3 Moves to Make in Week One

Starting the new financial year strong can set your trade or service business up for a more profitable, less stressful run. Here’s how to hit the ground running in the first week of FY2025/26.

1. Clean Your Quote Pipeline

Review every open quote. Which ones are still live? Which have gone cold? Remove or archive the ones that are clearly out of date. Then follow up the warm ones with a short message: “Hi [Name], just checking if you’re still looking to go ahead with [Job]?”

Read: 5 Ways to Simplify Your Quoting Workflow

2. Refresh Your Job Reminders and Automations

EOFY is a great time to update your SMS templates, reminder sequences, or scheduling logic. If you’ve picked up new software (like ServiceM8 or Tradify), check that your booking confirmations, day-before alerts, and job follow-ups are still active and accurate.

See: SMS Reminder Setup and Best Practices

3. Reset Your Review and Referral Engine

Don’t rely on last year’s reviews to carry you forward. Make it part of your job close-out routine to request a Google review or referral. Set up an SMS to go out after each completed job.

Need help automating this? Our AI for Tradies guide shows how to set up easy post-job follow-ups and request systems.

Get a Fresh Start

EOFY is more than tax time. It’s an ideal moment to declutter your systems, refresh your workflows, and set new goals. If you’d like help streamlining your quoting, comms, or post-job feedback, book a chat with ServiceScale.