Findings list · VA-0001
Prepared for Sample Roofing Co. (fictional)
| Vendor | What it's for | Flag | What we saw | Your call |
|---|---|---|---|---|
| Crew scheduling (tool 1) | Dispatch and time clock, 8 seats | Overlap | Same job as the line below; the same three people use both | Suggested: keep |
| Crew scheduling (tool 2) | Dispatch, 8 seats, signed up in 2023 | Overlap | Nobody could say why both exist; the crews are on the newer one | Suggested: cut |
| Phone system | 5 lines, office and 4 trucks | Price creep | Renewal price up 18% on the first year; the email called it a plan update | Suggested: ask |
| Cloud storage | 12 seats | Unused | 5 of 12 seats logged in during the last 90 days | Suggested: cut 7 seats |
| Field forms app | Inspection checklists | Looks fine | Used daily by every crew lead | Suggested: keep |
| GPS tracking | Per vehicle, 6 units | Unused | You run 4 trucks; 2 units are on vehicles you sold | Suggested: cut 2 units |
| Website hosting | Domain, email, site | Looks fine | In use; renews in March | Suggested: keep |
| Accounting add-on | Payroll module | Unexplained | Payroll is run by your CPA; the module shows no payroll runs | Suggested: ask |
| Online listing plan | Premium profile on a directory | Unexplained | No calls or messages from it in 6 months, per its own dashboard | Suggested: ask |
9 lines 7 flagged Your calls: 0 keep · 0 cut · 0 ask 9 undecided
Sample data. Vendors, counts and flags are invented to show the shape of the list. On a real audit each flag quotes the statement line and the login or usage record it came from, and the amounts come from your statements, not from us. What you cut is up to you.