Fergus

Amazing system, it really has helped me organise my business and manage my workload in a much more efficient way.

Nothing so far! If there is something I will feed this back to the team and I am confident they would do something about it.

It is a one stop shop "power house" that runs our electrical and heat pump contracting business. It integrates seamlessly to Xero which has made it very simple to implement. We like the ability to track staff when required and the fact that it has a full health and safety component also. The customers enjoy the interface through email and we regard the ability of the system to track and record site related information to be very valuable for all users. By adopting this system we are now seen as professional and progressive with in our town. We are now capturing better information about job costs before we send invoices which has helped us to raise our overall profit margin. We no longer have jobs falling through the cracks at invoicing time either. The scheduling features are fantastic, all staff can see what is on for the week, not just those in the office that can see the whiteboard! The workers on the ground have access to client details which allows them to make contact without input from the office, they also have full job history and quote/estimate information which makes their job easier also. The App runs on any mobile platform which solves the android vs IOS debate, we just use the platform that we like. No software to manage is also a bonus, if we have internet access... were in business! This has been the biggest leap towards a paperless office that we've made so far. We enjoy the friendly knowledgeable helpdesk staff who always answer the phone promptly. Awesome!

Once you have published a quote, you can no longer edit it... if you find a mistake or want to add something extra to the quote. The search engine on electrical items can be abit poor, maybe it could show frequently selected or used items at the top of the search results list. The financial summary has too much information in it, it is so busy. There could be more price options, we would like to bring on another administrator on a 3 hrs per day basis and another electrical worker on a 2-3 days basis, it is quite expensive for part timers. There is no drawing software in the system for quoting, some others such as Simpro, System fox and Katipult have this on-board. (I think these are usually based on Visio). J A Russell don't API to the system like Corys and Plumbing World do, could be easier for us if they did the same.

I like how easy it is to use and implement all aspects of my business

Stock on hand , can we have an option to have inventory management for say a vehicle, so on job parts that we take are easier to find. Might be my infancy in this product and might be a better way eg favourites . Training on how to set up a van stock list if there is another way.

The pricing and Quoting feature is fantastic, with integrated supplier price books and search bars makes quoting a breeze. Also great to have pricing templates for larger common jobs in "favorites" section.

One Idea I thought would be great is a section to be able to write out plumbing reports for customers which could have photos etc added to them and would just generate out with the letterhead and customer info attached similar to the invoices would be great.