System
Training
Built per role, against these screens, with live data. A new fitter sees the six things a fitter does.
Management
2 peopleThe whole business on one screen: margin, load, cash and the exceptions worth your morning.
Engineering
2 peopleBills of materials, drawings, revisions and the cost consequence of a design change.
Admin & Office
3 peopleQuotes out, orders in, purchase orders raised, invoices to Xero. No workshop noise.
Workshop
8 peopleWhat's on your bench today, what it needs, and one button to book it off.
Office track
Janelle, Sofia and Bec. Quotes out, orders in, purchase orders raised, invoices to Xero. No workshop noise.
6 lessons · about 32 minutes end to end
- 1 Raising and sending a quote Pricing off the live catalogue, checking the margin per line, and what the customer actually receives. 6 min
- 2 What happens the moment a quote is accepted The sales order, the work order and the deposit invoice all exist, off the same lines. Nothing is re-keyed. 5 min
- 3 Raising purchase orders off the run Ticking the raise-now lines, one order per supplier, and receiving them in when the truck arrives. 7 min
- 4 Progress claims against the order Deposit, progress and final, calculated off the live order total so a price change moves everything not yet raised. 6 min
- 5 Pushing to Xero, and what stays in Xero Invoices and contacts go across. Bank feeds, reconciliation and the BAS stay where your bookkeeper works. 4 min
- 6 Chasing debtors from the ageing view Reading the buckets, opening the invoice, and where the customer's whole history sits. 4 min
Every lesson opens the screen it describes, with live data.
Who's on this track
- JP Janelle Prentice Accounts & Administration
- SD Sofia Duarte Purchasing Officer
- BN Bec Naylor Sales & Estimating
What this role sees
Their interface, not everyone's.
- Quotes
- Sales Orders
- Invoicing
- Purchasing
- Customers
The whole team
15 people across four roles.
- Management 2
- Engineering 2
- Admin & Office 3
- Workshop 8