 | The Weekly Work Planner is gives you a overview of future and past jobs for the selected week.
Color is used to highlight the status of jobs so you can confirm at a glance that all planned jobs has been appropriately handled.
The status of a job can be updated quickly and easily from this screen. |
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 | Jobs can be opened and updated from the Weekly Work Planner.
The jobs screen shows the client details and the requirements for the job.
The status of a job can be updated quickly and easily from this screen.
The client’s file and account statement can also be accessed with a single click. |
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 | The client file holds all the details required to regularly schedule the clients job, bill the work when it is completed and maintain billing and work addresses. |
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 | A client statement can be displayed on screen at any time.
The statement shows details of completed jobs, payments received and invoices issued in a easy to read format.
Printed copies or an invoice can be generated with a single click. |
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 | The Daily Worksheet lists all work that is scheduled for the selected day.
The worksheet includes:
- Name and address of the client
- Frequency of the job
- Date the job was last done
- Number of days since the job was last done
- Normal day of the week that the job is done
- Amount to be charged charged
- The balance of the clients account
- Contact telephone number for the client and any brief instructions for the property
Everything you need to complete the job and answer questions should you meet the client.
The worksheet is arranged so you can write notes in the columns indicating where payment was received for the job and other details.
Updating the Weekly Work Planner at the end of the day is easy when all the details are recorded on the worksheet. |
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 | The Daily Summary provides a printed record of your daily activities including:
- Jobs completed.
- Payments received while on the job.
- Payments received in the mail.
- Payments received via electronic banking.
- Payments made to suppliers.
The Daily Summary is a key audit record that will satisfy Inland Revenue record keeping requirements.
We recommend the Daily Summary is printed daily and filed. | |
 | Print the Bank Lodgement Form when you need to deposit cash and cheques received while on the job or in the mail.
The Bank Lodgement Form is a bank accepted document that lists all cheques in numerical order and any additional cash to be banked.
If you use the Bank Lodgement Form you do not need to manually complete a separate lodgement document listing the cheques to be deposited. | |
 | Credit control is a key part of running a successful business.
The Account Balances report shows the amounts owing by all clients, the date of last invoice, date of last payment and the client’s phone number.
The Account Balances report can be printed at any time allowing easy identification of clients in need of an invoice or follow-up phone call. | |
 | Clear invoices that meet Inland Revenue requirements are critical to promptly collecting payment for jobs completed.
The Invoice/Statement includes a cut off section at the bottom for clients to return with their payments.
Invoice/Statements can be printed and sent by post or sent by email.
We have found that clients who receive their invoices by email are faster to pay… especially where they can pay by internet banking directly to your bank account.
Invoice/Statements can be:
- Printed individually as required.
- Printed for all jobs on a selected day optionally including the charge for the days job.
- For a selection of clients where an invoice is now due.
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 | Statements list all activity on a client account between selected dates.
Statements make it quick and easy to respond to the common client request for a for a transaction statement. | |
 | Print an update to date list of clients with the click of a mouse.
Features of the Client List include:
- Grouping of clients by 1,2,3,4 weekly or demand.
- Calculating of equivilent weekly income for your complete client list.
- Grouping by Suburb for route optimization.
- Filtered lists showing only clients being worked for other contractors.
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 | Missed jobs means missed income and unhappy clients.
The Overdue Work report lists any clients whose job is now overdue.
The Overdue Work report is printed automatically when each new weeks work is generating allowing scheduling issues to be quickly identified and resolved. | |
 | The Income Summary calculates weekly total income, cash received and average job value for a selected period.
This report will be used by your Accountant when they are preparing end of year accounts. | |
 | Profit and Loss Reports can be printed at any time and show the ongoing profitability of your business.
The reports can be printed comparing two or six periods, with or without GST.
This report will be used by your Accountant when they are preparing end of year accounts. | |
 | Enter the start and end dates of the GST period to print the GST Return.
Values on this report can be copied directly onto your GST-101 form. | |
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