Making the most of your time and energy has never been more important. By utilising a few key programs or apps, you can easily turn your smartphone or tablet into a remote office, increasing efficiency and keeping you on top of all aspects of your business. Here are just a few of the top tools available.
There are a few job management software options available in the market each with pros and cons. The one you go with will ultimately depend on the type and size of your business.
A client relationship and job management tool which includes timesheets, reporting, project tracking, invoicing and job monitoring. Track leads, proposals and sales to ensure your sales team are performing at their peak. Compare estimated and actual costs of jobs and keep account of the time your team spends on each job.
Where WorkflowMax is ideally set up for larger, high-end projects, simPRO is aimed towards field service businesses such as plumbers, electricians, pest control, etc. CRM and sales management, quoting and estimating, service job management and project job management, simPRO assists to eliminate inefficiency, to increase profits and maintain a positive cash flow.
Utilising cloud-based systems with integrations and add-ons mean your books can be easily kept up to date and your communications with your accountant become seamless. You can also automate your invoices and communication to follow up on overdue payments.
Manage your accounts, invoices and payroll with ease and convenience.
With Xero you have the power to print and email instant invoices and quotes on the spot and even have the ability to have clients sign off on contracts and jobs on your tablet or smart device. Track your business performance, create budgets and create reports to assist with financial forecasting.
Gathers, stores and processes receipts and invoices directly from a user’s smartphone or tablet. Receipt Bank extracts the key information from your bills, receipts and invoices, removing the need for manual data entry. Receipt Bank can then publish the data to your accounting software or it can be downloaded as a spreadsheet or used to create expense reports.
Creating a “paperless” filing system allows you to access all your documents stored conveniently in the cloud. Much faster than rummaging through that pile on your desk.
This app makes it easy and convenient to sync important work documents across all devices, and seamlessly access these files from anywhere. When collaborating with colleagues, workers can create shared folders and give different group members access to specific folders or links.
Similar capabilities as DropBox with the added benefit of being able to edit documents in your web browser. OneDrive is a part of Office 365 and accompanies outlook.com, whereas Google Drive is a part of your Google Account; ideal if you utilise the email client, Gmail.
Avoid losing business due to double-bookings and ensure your clients have clear communication around upcoming appointments.
Timely is an appointment and booking management system. Organise your business, team & clients and save time with online bookings, automated reminders & daily administration tasks. Integrates with Xero so your client database is readily accessible.
Like Timely, Acuity allows for website integration so your clients can book in their own appointments based on your availability. Additional features include intake forms so you can grab all the important details of new customers at the same time they book their appointment, customisable branding so the software matches your website, and a payment option so you can be fixed up in advance for your work or take a deposit to secure the job.
For more information on creating systems that assist you with improving your time management strategies and increasing personal productivity, contact PROTRADE United today.
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