Who covers for you when you're away?

Fill this in before your next day off, and go over it with your team.

It pairs well with the Week-Off Test, which shows what stops without you.

Haven't taken the test yet? Start with the Week-Off Test.

Who covers what

One row for each part of the work.

Part of the work	Who covers it	Where the info lives	What they can decide alone	Who they call if stuck
New lead follow-up
Estimating and quoting
Scheduling and dispatch
Handoff to delivery
Change orders
Purchasing and materials
Time tracking and payroll
Invoicing
Collections

Before you leave

Tell your team the dates a week ahead
Walk each person through their part
Write down spending limits, like purchases up to $[amount]
Share the logins they'll need
Set an out-of-office reply that names who to contact
Tell your biggest customers who to call

While you're away

Pick one time a day to check messages, or none at all.
Agree on what counts as an emergency, and how they reach you if one happens.
Let the team decide, and save other questions for when you're back.

When you're back

Ask each person what came up and what they decided.
Write down each question only you could answer.
Those are the next processes to map.

Which row would be hardest to fill in today?

A map shows who does each step and where the work waits on you.

Map your first process here, free

It opens in Systematics, and your first map is free with no card needed.

More free tools and downloads