Case Study: CB Hot Tub – From Paper Scheduling to Scalable Operations
Client: Graeme
Company: CB Hot Tub
The Challenge
Graeme’s business was growing, but his operations had not kept pace.
Scheduling was paper-based. Sticky notes covered his desk. The business relied heavily on what he could personally track and remember. Billing took hours over the weekend just to stay caught up.
He wanted to grow—but without structured systems, expansion was not sustainable.
The Solution
I partnered with Graeme to design and install a scalable operational foundation.
We:
- Evaluated multiple job management platforms based on his business model, growth goals, and budget
- Selected and implemented Jobber as the best-fit solution
- Converted his paper-based scheduling into a centralized online system with mobile access for his team
- Configured job check-ins, check-outs, payroll tracking, and expense reimbursements
- Integrated the system with his bookkeeping platform
- Ran parallel systems during the transition before training the full team
The focus was clarity, visibility, and efficiency—not just digitization.
The Result
Graeme now runs his business through a structured, centralized system instead of relying on memory and manual tracking.
Billing is streamlined. Scheduling is visible. His team has the information they need at their fingertips.
With operational efficiencies in place, he has:
- Expanded into larger premises
- Opened a new location
- Become a full dealership
- Hired office support staff
- Positioned the business for continued growth
Instead of spending weekends catching up, Graeme now leads a business built on clear systems and sustainable processes.
Key Outcomes:
- Fully implemented and configured Jobber system
- Digital scheduling with mobile team access
- Integrated payroll and bookkeeping workflow
- Eliminated manual, weekend billing overload
- Operational foundation supporting expansion