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We helped a property maintenance group streamline their workflow.

CASE STUDY #2

Problem

Our client, a property maintenance group, was struggling with quotes and the management of their teams. There just seemed to be lots of hassles with shared paperwork and double handling that was making their workflow inefficient.

Solution

They were already using Xero, so we introduced them to a series of App add-ons that integrate seamlessly with the software. Firstly, we used Dext to automate getting the paperwork into Xero. We then got them on to Tradify which had an immediate effect. Each team leader got an iPad with Tradify which had their jobs and JSA forms loaded, they could take before and after photos, and log any safety issues. The workflow created now made things so much easier.

R/E Agent enquiry⇒ Tenant meeting⇒ Quote⇒ R/E Agent⇒ Approval⇒ Job set-up⇒

Team assigned/scheduled⇒ Costs against job⇒ Invoiced⇒ Sent to R/E Agent and Xero

We suggested using a virtual admin to book tenant times and Payrix to help improve cashflow and provide landlords with payment options.

Outcome

Automation has made a huge difference. The business owner now has more time, cashflow has improved, the business has grown, and maintenance issues are now streamlined and handled much more efficiently.

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We worked with an accountant to help their importer client.

Problem
An accountant introduced us to a new importer client of his. He was 12-months behind in both his bookkeeping and compliance (unlodged BAS). The client’s previous bookkeeper hadn’t picked up the GST component on import customs and the file needed a lot of extra work to bring it up to scratch.
Outcome
Streamline accounting procedures so that the client can provide information and paperwork. We’ve also connected add-ons to Xero to assist the process. Provide end-to-end bookkeeping, payroll, accounts payable, accounts receivable, monthly reports, manage multi-currency accounts and import of stock, BAS lodgement, STP, super, and more. Liaise with accountant to help client stay on track and ensure file is current for monthly advisory sessions between client and accountant.
Solution
The client is now back on track and his bookkeeping compliance is up to date. They are managing growth and cashflow, building their business, and they don’t have to worry that they’re behind anymore. The accountant doesn’t need to worry either because he knows everything is in place so that he can concentrate on planning and the business advisory that he wants to do.
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