The most important decision that you, as a business owner, will ever make is how to price jobs and services. A good workflow system tracks the true costs to deliver a service or job, so you can charge the right price to achieve your target gross profit margin.
How I work with you
I can look at your the way your business operates, discuss with you which system would be best used in your business and then customise it to fit your requirements, including helping to determine staff costs rates and designing quotes and invoices. I like to do most of the setup onsite, and provide full training for your staff with hard copy notes.
If you already have a system but it’s not delivering quite what it should, or you would like to take it further, I can discuss what you need, review your setup and provide some ideas for making it “sing” for your business.
Systems I partner with
(click on the name to find out more)
Xero Projects: keeps everything in one system. It is great for small businesses with one to five staff who need a simple method of recording time and costs to a project and then invoice the client.
WorkflowMax: delivers end to end work management from lead to invoicing at a value for money monthly fee. It is a huge piece of software with lots of ability to customise so it can be used by lots of different business types. I recommend keeping it simple to start with, and then using more features as you and your staff become comfortable and confident.
“Mary has been a long time implementation partner of WorkflowMax and I have heard nothing but praise from end users who have had Mary set up their WorkflowMax accounts. Whenever there is an implementation need with a potential new account, I always trust to pass them to Mary with confidence that they will be well looked after with Mary’s wealth of knowledge and experience.” Jenny Sheng, Account Manager, WorkflowMax
Accelo: offers sophisticated client tracking and project management, with retainers and a ticketing system – ideal for businesses offering support after a project has been completed. Modules can be setup individually, so we can identify your business priorities and do a progressive setup if you prefer.