News & Advice
Printing Timesheets on WorkflowMax Invoices
How timesheets can be printed onto WorkflowMax invoices for easy bulk editing, how to control what printed on Custom Print Templates in WorkflowMax, and how to set up the integration to bring…
How to invoice a Fixed Price Quote and Charge Up Work on one Job in WorkflowMax
I am often asked if it’s possible to run a quoted job in WFM, invoicing different sections of the quote progressively each month, and also have extra tasks added to invoice charge up labour. At the…
Business Owners Share Learnings from Previous Downturns
Here's a link to the latest of a weekly update I’m reading being put out by Tony Alexander (ex BNZ Economist). Tony invited his readers with experience of past recessions to send their thoughts on…
Links for Support and Positivity Right Now
I’ve been contacting my clients to check in and find out how everyone is doing. Yes, there are already some severe impacts as well as some businesses enjoying significant increased business. Here are…
A Xero Solution for Manufacturers: Xero + CRM + Inventory
This is an example of how we have set up Xero for a particular set of requirements of a manufacturing client. THE PROBLEM Mr Manufacturer buys in components and assembles them into…
Xero Setup/Migration Checklist
Following are some guidelines if you are setting up Xero for the first time, or migrating from another system to Xero. Versions of Xero There are different versions of Xero, some of which are only…
Reconciling Shopify Payments
We recently streamlined the sales income process for a small retail online business here in NZ. I thought I would share learnings and tips as this situation and these issues are common. The client…
How to choose the best Job Management Software
WorkflowMax, Fergus, BuilderTrend, Tradify... which job management software should you choose? Our software consultants live and breathe WorkflowMax, but don't necessarily recommend it for every…
5 Common Problems when Invoicing in WorkflowMax and How to Fix Them
1. Original quote amount gets lost when fixed price variations are added for invoicing? This happens when a new Fixed Price Variation is added to the Job as a new Quote, and overwrites the original…
5 STEPS TO ENJOY BUSINESS CHANGE AND GROWTH
Research In my view it is always worth researching any significant change in your business. Do not fall into traps when you are at the “don’t know what you don’t know” stage. It is often worth…
Bookkeepers and Accountants: How to use both to best effect
Recent research carried out by Xero suggests that strong relationships with a professional advisor benefits the business. This includes accountants and bookkeepers. Business that survive being in…
Help! 5 signs you need financials help – and what to do about it
Your finance systems are all the ways you keep track of how money moves through your business. If your financial systems are in good shape you will be able to focus on getting business done and not…