Health Check

Setup & Configuration	Status	Feedback
General account settings	Yes	Your key settings reflect how your business operates
Invoice state set	Yes	Jobs automatically close once invoiced.
Payment advice entered	Yes	Clients can clearly see how to pay you.
New menu activated	No	You’re still on the old menu — switch to the new layout for easier navigation.
Jobs & Tasks
Tasks setup	Yes	Tasks are set up as a solid foundation for quoting and reporting.
Costs setup	Yes	Costs are set up for accurate expense tracking
Tasks billable rate setup	No	Some tasks have zero billable rates — inconsistent or wrong rates may be used on invoices.
Tasks base rate setup	No	Some tasks have zero base rates — profitability projections may be misleading.
Job templates setup	Yes	Job templates streamline setup and ensure consistency.
Staff & Timesheets
Roles setup	Yes	Roles are assigned for faster onboarding and clarity.
No pending invites	No	Some pending invites — staff access and timesheets may be incomplete.
Capacity configured	No	Staff capacity not configured — an opportunity to measure productivity and get more accurate KPIs.
Base and billable rates set up	No	Some staff missing rates — profitability reporting may be wrong.
Timesheets entered	Yes	Staff are logging time consistently.
Assigned to jobs	No	Jobs without staff assigned — no visibility of ownership.
Quoting & Invoicing
Quotes used	Yes	Quotes provide a baseline to track planned vs delivered work.
Invoices used	No	No invoices issued — work may not be billed or tracked.
Xero integration setup	Yes	Invoices flow automatically into Xero.
Xero integration payment automation enabled	Yes	Payments sync back from Xero for accurate balances.
Reporting
Job Financial Summary used	No	Not tracked — you may miss unprofitable jobs.
Monthly Profit Report used	No	Not tracked — you may miss unprofitable clients.
Favourite reports marked	No	No favourite reports — finding insights takes longer.
Custom reports setup	Yes	Custom reports tailored to your business are in use.
Data Quality
Not excessive cost list	No	Too many unused costs — entry is harder.
Not excessive task list	No	Too many unused tasks — job and quote entry is harder.
No draft/expired quotes	No	Many draft or expired quotes — pipeline accuracy is unclear.
No draft invoices	No	Too many draft invoices — billing may be delayed.
No overdue invoices	No	High proportion of overdue invoices — cashflow may be at risk.
No invoice export errors	Yes	Invoices export cleanly without errors.
No bill export errors	Yes	Bills export correctly without issues.
No overdue jobs	Yes	Jobs are progressing in line with deadlines.
No duplicate clients and contacts	No	Duplicates exist — this creates confusion and bad data.
No unassigned emails in collaboration manager	No	Unassigned emails reduce visibility of communication.
Total work-in-progress reasonable	No	Excessive WIP — cashflow planning may be inaccurate.
No unreceipted purchase orders	Yes	All purchase orders receipted correctly.
Lock dates	No	No lock dates — past reports could be altered.
Visual Usability
Job statuses colour coded	Yes	Job statuses are colour coded for quick visibility.
Dashboard customisation	Yes	Dashboard is customised for quick insights.
Custom print templates	Yes	Client-facing documents are branded and consistent.
Favourite clients/suppliers	No	No favourites marked — job, quote and PO entry takes longer.
Job Manager view	Yes	Job Manager customised for better visibility.
Email settings	No	Email settings not customised — you can add a template to make messages more tailored.
Logo	No	No logo uploaded — client-facing documents look unbranded.
Profile settings (row count etc)	Yes	Profile settings customised for better usability.
Advanced Tools
Recurring jobs used	No	No recurring jobs — repetitive work must be created manually.
Milestones	Yes	Milestones provide clear project checkpoints.
Phases	Yes	Phases add structure to complex jobs.
Notifications	No	No notifications — staff may miss updates.
Custom fields	Yes	Custom fields capture business-specific data.
Collaboration Manager	Yes	Collaboration manager centralises client communication.
Document storage	Yes	Documents stored directly against jobs.
DMS	No	DMS not enabled — you could upgrade file storage for more structured document management.
Job categories setup	Yes	Job categories improve reporting visibility.
Leads	No	Leads module not in use — you could track prospects before they become jobs
Purchase orders used	No	Purchase orders not created — an opportunity to track committed spend against jobs more closely.
MFA setup	Yes	MFA protects sensitive data with added security.
To-do list used	Yes	To-dos track small tasks for staff.
Client types used	Yes	Client types set — payment terms and markups are applied consistently.
Pay now enabled with Airwallex	No	Pay Now not enabled — you could make it easier for clients to pay invoices instantly.
Custom Xero account codes & tracking	Yes	Custom account codes align reporting with Xero.
Custom rates used	Yes	Custom rates applied where needed for flexibility.

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