Business Systems Blueprint
Find out what's broken and get a clear plan to fix it.
We follow a job from quote to payment, score each stage, and give you a step-by-step plan.
2–3 weeks
Start here
Business Systems for Trades
Get your jobs, admin and numbers working together.
We're bookkeepers who see where the mess lands in Xero. We fix it at the source, in your quoting, job and invoicing system, then hand it back to your team, ready to run.
The problem
Sound familiar?
- You're doing quotes and invoices at night after a full day on the tools.
- Jobs get finished but don't get invoiced for days, or at all.
- You're not sure which jobs actually made money.
- Supplier bills pile up and never make it onto the right job.
- You're paying for job software but still running half the business from your head, your phone and a spreadsheet.
It's not you. It's the system. And systems can be fixed.
How we help
Three ways we help
Systems Optimisation
Make the system you already have work properly.
Includes a Blueprint. Already have Tradify or ServiceM8? We clean it up, set it up properly, connect it to Xero and train your team.
4–8 weeks
Fix my systemNew System Setup
Set up the right system for the business you're becoming.
Includes a Blueprint. Still on paper and spreadsheets, or on the wrong software? We set up Tradify or ServiceM8, or help you choose a bigger platform that fits.
6–10 weeks
Get set upSoftware we work with
The right software for the business you're building
We set up and fix Tradify and ServiceM8, connected to Xero or MYOB. Need something bigger, like Fergus, Ascora, AroFlo or Simpro? We'll help you choose the right fit and make sure the Xero side is right.
- Tradify
- ServiceM8
- Xero
- MYOB
What's one forgotten invoice a month worth to you?
Good systems aren't an overhead. They get invoices out faster, show you which jobs make money, and give you your evenings back.
Built to hand back
We build it. Your team runs it.
Fixed price, clear scope, finish date. We train the person who'll look after the system and give you a simple guide. Your fixed fee also includes 3 months of go-live support: a setup guarantee, email help, a health check after your first month and a results review at 3 months. After that, it's yours.
FAQ