Job / WIP Systems - Katalyst Cloud & Business Services, specialists in Xero and WorkflowMax
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Katalyst are very experienced in trade or technician based business, we are familiar with WorkflowMax, simPRO, Jobsheet, SmartTrade, Harvest and i-Track and others.  We understand trades, their needs and that there is no one job system that works for everyone.

The benefits of each appeal to different company structures, users and the technology available.  There are many ways to use these system, from digital pens that the Tradesman can write with, right through to tablets, and smart phones.  You can invoice on the spot, then take payment using your smart phone, or send the invoice or job details off to the office without delay.

Some systems are stronger on reporting and some are easier or simpler to use.  Xero is still the preferred companion accounting program from what we have seen, but most also work with others like MYOB, Quickbooks, Sage and Moneyworks etc.  We can provide some of these job programs, or put you in touch with others.  From one user up, the potential is unlimited.

 


Aside from being awesome for white collar businesses, agencies etc, WorkflowMax has an excellent Practice Manager for accountants and you can manage taxes as well as client jobs with it.  It is also excellent for tradesmen.  One of the things we really rate in WorkflowMax is the Report Builder, where you can build your own custom reports.  You can create your own custom template invoices too.

 

We can provide a system, or source it for you, setup it up, integrate it with your accounting system (we can provide the accounting system too), train you how to use it, or manage it all for you, then provide support if needed.

Other things to consider are integration with your payroll program, automated price book feeds from suppliers, access to internet or coverage, stock, GPS and vehicle tracking etc.  Android tablets and phones can be cheaper, but iPads or iPhone tend to be treated better by users, so can give a better result.  Some programs work better with Windows tablets etc.

Please call us at the office if you wish to discuss your needs 09 269 5466.

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