If you’re working in the trade industry, chances are you don’t like spending time on your bookkeeping, or the admin side of your business. However, financial management is an important part of your business, and the good news is, it doesn’t have to be difficult!
You’ve heard us rave about Xero as one of the best tools to streamline your accounting, and we recommend it for businesses that want to keep their accounting and bookkeeping simple. Xero has plenty of integrations that you can use to put your accounting and financials on autopilot. Here are some integrations that can be useful for your trade business.
WorkflowMax
This project management app integrates with Xero and provides end-to-end workflow support. Once WorkflowMax is integrated with your Xero, data gets synced with it and that means no more double-handling!
WorkflowMax integrates with your payroll, accounting, CRM and customer support software so you can significantly cut admin time. You can control your finances as the app generates quotes and timesheets and tracks financial project management, invoices, and reporting. Client management includes work history and quoting features as well.
ServiceM8
This job management software for trade businesses incorporates all aspects of the job into one platform. It allows you to control jobs from the client’s first phone call through to quoting, contract signing, work scheduling and invoicing.
ServiceM8 allows you to manage jobs from the field. All items are transferred as it integrates with Xero, so you can control your cash flow and create accurate costings for your jobs. It enables you to manage jobs and staff, quote and invoice in the field, capture signatures, record notes, photos and videos, complete forms and accept credit card payments.
simPRO
This app reduces admin time and syncs all your customer, contractor and supplier information with Xero, so you can check and authorise reconciliations and invoices easily. simPRO provides you with an overview of your projects and assets with its project and asset management tool and tracks and alerts everything for more proactive maintenance of your business.
simPRO tracks stock management, invoicing, payments, job scheduling, quotes and estimates, and asset maintenance requests. It displays real-time data, so you stay on top of every project from one central app.
Choose the best integration for your business
Each software for trade businesses has its own set of unique benefits and the best one for you depends on your needs from a Xero integration. Our team have great insight into how these Xero integrations can interact with your business. If you’re interested in what we have to say, give us a buzz and we’ll help you maximise your output and grow your business!
Your Outside Team
Need a bit of assistance with your business? Contact an Outside Accounting team member today and learn more about our fixed fees. You won’t regret it.
Aside from business consultation, we are business accountants Wellington who offer accounting, bookkeeping, payroll services designed to help you achieve greater financial success.
You can click here to speak to a business, accounting and bookkeeping firm. We will give you a call to know more about your needs. We will explain to you how we can improve your business.
Contact
assurance services |
business owner |
business advisory |
separate legal entity |
legal structure
Address: Level 2, 182 Vivian Street,
Te Aro, Wellington 6011, New Zealand
Mail: PO Box 24-457, Wellington 6142
Phone: 04 889 2975
