From job to invoice
The job is marked complete
Hours and materials are recordedCreate an invoice draft
Customer details and amounts follow throughSend after approval
The invoice is sent to the customer
Less repetition.More clarity.
Connect the steps you repeat. From enquiries and appointments to messages and follow-up.
From a finished job.To invoicing and a clear overview.
Hours and materials become an invoice draft. After your approval, the invoice is sent and the details follow through to the accounts.
From receipt to bookkeeping draft
A document arrives
Supplier invoice or receiptPrepare the bookkeeping
Date, amount and VAT are collectedAttach the document to the entry
Draft ready for review
From payment to updated status
A payment is recorded
Payment against an invoiceFind the matching invoice
Amount and reference are comparedUpdate payment status
An overview of paid and outstanding invoices
From job to invoice
From workflow to working solution.
- Task and price agreed
Clarify
Review the tools, remove unnecessary steps and agree scope and price.
- A checked workflow
Connect
Build the connections and check errors and missing details too.
- Clear access and responsibilities
Hand over
Get access and documentation. Agree who responds to errors and maintains the solution.
Before you get started.
Do our current tools need replacing?
Not necessarily. The possibilities for connecting your current tools are checked first.
Can automation connect to the website?
Yes. Enquiries, booking and follow-up can be agreed as an extension to the website.
What does a solution cost?
The price depends on the workflow and the systems to connect. Any ongoing costs are clarified in advance.