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General account settings
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Yes
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Your key settings reflect how your business operates
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Invoice state set
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No
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Jobs stay open after invoicing — enable invoice states for automation.
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Payment advice entered
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No
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Payment details are missing — this may delay cashflow.
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New menu activated
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Yes
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You’re using the new navigation for faster access.
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Tasks setup
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Yes
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Tasks are set up as a solid foundation for quoting and reporting.
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Costs setup
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Yes
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Costs are set up for accurate expense tracking
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Tasks billable rate setup
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No
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Some tasks have zero billable rates — inconsistent or wrong rates may be used on invoices.
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Tasks base rate setup
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No
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Some tasks have zero base rates — profitability projections may be misleading.
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Job templates setup
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Yes
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Job templates streamline setup and ensure consistency.
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Roles setup
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Yes
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Roles are assigned for faster onboarding and clarity.
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No pending invites
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Yes
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All invited staff are onboarded and active.
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Capacity configured
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Yes
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Staff capacity is set — you can track productivity and run accurate KPI reports.
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Base and billable rates set up
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No
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Some staff missing rates — profitability reporting may be wrong.
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Timesheets entered
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Yes
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Staff are logging time consistently.
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Assigned to jobs
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No
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Jobs without staff assigned — no visibility of ownership.
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Quotes used
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Yes
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Quotes provide a baseline to track planned vs delivered work.
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Invoices used
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Yes
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Invoices are issued regularly to ensure billing is up to date.
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Xero integration setup
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Yes
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Invoices flow automatically into Xero.
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Xero integration payment automation enabled
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Yes
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Payments sync back from Xero for accurate balances.
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Job Financial Summary used
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No
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Not tracked — you may miss unprofitable jobs.
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Monthly Profit Report used
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No
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Not tracked — you may miss unprofitable clients.
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Favourite reports marked
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Yes
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Favourite reports make insights quicker to access.
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Custom reports setup
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Yes
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Custom reports tailored to your business are in use.
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Not excessive cost list
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No
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Too many unused costs — entry is harder.
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Not excessive task list
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No
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Too many unused tasks — job and quote entry is harder.
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No draft/expired quotes
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Yes
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Quotes are kept current with no unnecessary drafts.
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No draft invoices
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Yes
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Invoices are finalised promptly.
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No overdue invoices
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No
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High proportion of overdue invoices — cashflow may be at risk.
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No invoice export errors
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Yes
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Invoices export cleanly without errors.
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No bill export errors
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No
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Export errors prevent reliable syncing to Xero.
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No overdue jobs
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No
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Too many overdue jobs — clutter builds up and reporting becomes unreliable.
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No duplicate clients and contacts
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Yes
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Client and contact list is clean and reliable
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No unassigned emails in collaboration manager
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Yes
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Emails are correctly linked to jobs or contacts.
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Total work-in-progress reasonable
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Yes
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Work-in-progress is within a healthy range.
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No unreceipted purchase orders
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No
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Unreceipted POs create mismatches in supplier billing.
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Lock dates
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No
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No lock dates — past reports could be altered.
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Job statuses colour coded
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Yes
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Job statuses are colour coded for quick visibility.
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Dashboard customisation
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Yes
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Dashboard is customised for quick insights.
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Custom print templates
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Yes
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Client-facing documents are branded and consistent.
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Favourite clients/suppliers
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No
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No favourites marked — job, quote and PO entry takes longer.
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Job Manager view
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Yes
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Job Manager customised for better visibility.
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Email settings
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No
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Email settings not customised — you can add a template to make messages more tailored.
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Logo
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Yes
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Your logo appears on quotes and invoices for professionalism.
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Profile settings (row count etc)
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Yes
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Profile settings customised for better usability.
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Recurring jobs used
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No
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No recurring jobs — repetitive work must be created manually.
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Milestones
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Yes
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Milestones provide clear project checkpoints.
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Phases
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Yes
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Phases add structure to complex jobs.
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Notifications
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No
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No notifications — staff may miss updates.
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Custom fields
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Yes
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Custom fields capture business-specific data.
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Collaboration Manager
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No
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Collaboration manager not in use — an option to centralise client communication in one place.
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Document storage
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Yes
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Documents stored directly against jobs.
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DMS
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No
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DMS not enabled — you could upgrade file storage for more structured document management.
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Job categories setup
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Yes
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Job categories improve reporting visibility.
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Leads
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Yes
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Leads are tracked before becoming jobs.
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Purchase orders used
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Yes
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POs track committed spend against jobs.
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MFA setup
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Yes
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MFA protects sensitive data with added security.
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To-do list used
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No
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To-dos not in use — you could track small, quick tasks for better team organisation.
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Client types used
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Yes
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Client types set — payment terms and markups are applied consistently.
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Pay now enabled with Airwallex
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No
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Pay Now not enabled — you could make it easier for clients to pay invoices instantly.
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Custom Xero account codes & tracking
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No
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Custom account codes not mapped — an opportunity to get more insights
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Custom rates used
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No
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No custom rates applied — you could set them up for flexibility on unique jobs.
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