Working in trades can keep you very busy that you don’t have time to worry about finances and bookkeeping. Managing your finances is a big part of the business but it does not have to be difficult. You can use Xero to streamline your accounting and bookkeeping – it has a number of integrations so you can take advantage of cloud accounting on autopilot.
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WorkflowMax is one of the project management apps that seamlessly integrates with Xero and provides end-to-end workflow support for tradies and businesses. Any data you enter into WorkflowMax is instantly synced with Xero so you don’t need to double handle anything. It integrates with your payroll, accounting, customer support software and CRM so you cut down the time you have to spend on admin.
WorkflowMax shows a holistic overview of your spending so you can stay on top of your client (and new lead) relationships, control your finances, generate quotes and timesheets and track invoices, reports, project management and more. It is for business owners and tradies who need all-inclusive project management capabilities. You can check out the app’s on-boarding process through its trial offer on the website.
Another all-in-one tool for tradies is Tradify – an app that allows you to quote, invoice, track jobs and create timesheets from one central platform that syncs to the cloud. All activities sync directly with Xero so your income and expenditure are logged and monitored. Your invoices go straight to Xero and are sent directly to your clients. You can get paid faster and track your cash flow in real time. Tradify can be easily integrated with Xero via its app. You can set your preferences and the level of service your business needs.
Meanwhile, ServiceM8 is another option for tradies who want to manage their jobs in one platform. The app helps you manage your jobs from the first client call through to quoting, contract signing, work scheduling, invoicing and job completion. It integrates with Xero so you can manage your cash flow better and gain more accurate costing for your jobs while in the field. ServiceM8 allows you to manage jobs and staff, capture signatures, quote and invoice, record photos, videos and notes, complete forms and accept credit card payments. It’s perfect for field service business owners.
Lastly, simPRO reduces your admin time and allows you to stay up-to-date with your business. All your supplier, contractor and customer information sync and reconciliate with Xero with ease. It tracks stock management, invoicing, payment processing, job schedules, asset maintenance requests, quotes and estimates and alerts you so you can improve proactive and reactive maintenance. It works best for business managers in trade and maintenance services and project contractors.
These apps and software for tradies have their own unique benefits; choose one based on the capabilities you want through a Xero integration.
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As you look for different ways to grow and improve your business, seeking professional advice could prove to be an important and helpful decision.
You can click here to speak to a business, accounting and bookkeeping firm. We also offer hospitality business consultation and mortgage services. We will give you a call to know more about your needs. We will explain to you how we can improve your business.
We would love to help you formulate investment strategies and streamline your processes to take your business to the next level. Our goal is to help you grow your business, find ways to invest more and increase your productivity.
Here are two other ways we help business owners grow their business:
- Take our free online assessment and see how much your business is currently worth (free 30page detailed report included)
- If you are looking to change Accountants or need advice on how to grow your business, organise a 1on1 session with a Sky Business Expert here
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Office Address: 902 Howitt Street, Wendouree, Victoria 3355, Australia
Postal Address: PO Box 2234, Bakery Hill, Victoria 3354
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Sunbury Office Address: Suite 13, 33-35 Macedon Street, Sunbury, Victoria 3429, Australia
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