🚨 Critical Issues Report
Scot's diagnostic based on live data as of 25 May 2026 — 3 active clients, 20 appointments, 6 unpaid invoices
Critical Issues
Unresolved
Outstanding Invoices to Collect
Owner
Tom McCulloch
Impact
Cash flow constrained — money owed for completed services not coming in
Root Cause
No automated payment collection or reminder system in place
Action Steps
- 1.Priority 1: Contact Catherine (£126 due), Helen Li (£161 due), Ashley Knight (£92 due) today
- 2.Priority 2: Set up SMS/WhatsApp payment reminders via Twilio (already configured)
- 3.Priority 3: Enable Stripe online payment links on invoices
Expected Impact
£379 recovered within 7 days
Timeline
Today + this week
Owner
Tom McCulloch
Impact
Clients cannot pay if they haven't received their invoice
Root Cause
Invoice generation not triggering email delivery automatically
Action Steps
- 1.Priority 1: Manually send all 6 pending invoices from the Billing page today
- 2.Priority 2: Configure auto-send on invoice creation
- 3.Priority 3: Set up 7-day and 14-day overdue reminders
Expected Impact
Faster payment — clients pay within days of receiving invoice
Timeline
Today
Owner
Tom McCulloch
Impact
Service not delivered, client left waiting, potential churn
Root Cause
Manual assignment not completed for new booking
Action Steps
- 1.Assign Tom McCulloch to Ashley Knight's appointment
- 2.Send confirmation SMS/email to Ashley Knight
- 3.Set up auto-assignment for future bookings
Expected Impact
Service delivered, client satisfied
Timeline
Immediately
Owner
Tom McCulloch
Impact
Clients cannot self-serve, view invoices, book services or track jobs online
Root Cause
Invite emails not sent after onboarding
Action Steps
- 1.Send invite to Helen Li (helen@smit-ca.net) — most active client
- 2.Send invite to Catherine (sistersalvation3@yahoo.co.uk)
- 3.Send invite to Karen Riley (kaka.riley@hotmail.co.uk)
- 4.Automate invite sending as part of onboarding flow
Expected Impact
Clients self-serve = less admin time for Tom
Timeline
This week
Owner
Tom McCulloch
Impact
Revenue limited to ~£379/month — not yet sustainable at scale
Root Cause
Early-stage business, marketing and referrals not yet fully activated
Action Steps
- 1.Ask Helen Li and Catherine to refer friends (referral codes already set up)
- 2.Post in local Facebook groups and Nextdoor in Hamilton, Motherwell, Lanark
- 3.Activate Google Business Profile for local SEO visibility
- 4.Follow up with Emma Fraser and other enquiries in the system
Expected Impact
Target 10 active clients within 60 days
Timeline
Ongoing
Today (Immediate):
1. Send all 6 outstanding invoices to clients via Billing page
2. Assign Tom to Ashley Knight's unassigned appointment
3. WhatsApp/call Catherine & Helen Li to request payment
This Week:
1. Send portal invite emails to Helen Li, Catherine, and Karen Riley
2. Set up Stripe payment links on invoices
3. Enable automated invoice reminders at 7 and 14 days overdue
Growth (Next 30 Days):
1. Ask existing clients to refer friends — codes already active
2. Post in local Facebook / Nextdoor groups (Hamilton, Motherwell, Lanark)
3. Target: 10 active clients generating ~£1,200+/month
✅ Good news: Completion rate is strong (~75%), GPS tracking active, Google Calendar synced