|
General account settings
|
Yes
|
Your key settings reflect how your business operates
|
|
|
Invoice state set
|
No
|
Jobs stay open after invoicing — enable invoice states for automation.
|
|
|
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.
|
|
|
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
|
Yes
|
All tasks have valid billable rates for accurate billing.
|
|
|
Tasks base rate setup
|
Yes
|
Base rates are set up — job costing is accurate.
|
|
|
Job templates setup
|
Yes
|
Job templates streamline setup and ensure consistency.
|
|
|
Roles setup
|
Yes
|
Roles are assigned for faster onboarding and clarity.
|
|
|
No pending invites
|
Yes
|
All invited staff are onboarded and active.
|
|
|
Capacity configured
|
Yes
|
Staff capacity is set — you can track productivity and run accurate KPI reports.
|
|
|
Base and billable rates set up
|
Yes
|
All staff have rates set for accurate profitability reporting.
|
|
|
Timesheets entered
|
Yes
|
Staff are logging time consistently.
|
|
|
Assigned to jobs
|
Yes
|
Staff are assigned to jobs with clear accountability.
|
|
|
Quotes used
|
Yes
|
Quotes provide a baseline to track planned vs delivered work.
|
|
|
Invoices used
|
Yes
|
Invoices are issued regularly to ensure billing is up to date.
|
|
|
Xero integration setup
|
Yes
|
Invoices flow automatically into Xero.
|
|
|
Xero integration payment automation enabled
|
No
|
Payments don’t sync — outstanding balances may be unreliable.
|
|
|
Job Financial Summary used
|
No
|
Not tracked — you may miss unprofitable jobs.
|
|
|
Client profitability report used
|
Yes
|
Client profitability checked regularly.
|
|
|
Favourite reports marked
|
Yes
|
Favourite reports make insights quicker to access.
|
|
|
Custom reports setup
|
Yes
|
Custom reports tailored to your business are in use.
|
|
|
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
|
Yes
|
Invoices are finalised promptly.
|
|
|
No overdue invoices
|
Yes
|
Invoices are kept up to date with timely payments.
|
|
|
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
|
Yes
|
Client and contact list is clean and reliable
|
|
|
No unassigned emails in collaboration manager
|
Yes
|
Emails are correctly linked to jobs or contacts.
|
|
|
Total work-in-progress reasonable
|
Yes
|
Work-in-progress is within a healthy range.
|
|
|
No unreceipted purchase orders
|
Yes
|
All purchase orders receipted correctly.
|
|
|
Lock dates
|
Yes
|
Lock dates protect reported periods from changes.
|
|
|
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.
|
|
|
Visual - Favourite Clients/Suppliers
|
Yes
|
Favourites make data entry faster in dropdowns.
|
|
|
Job Manager view
|
Yes
|
Job Manager customised for better visibility.
|
|
|
Email settings
|
Yes
|
Email settings customised — your messages use consistent templates.
|
|
|
Logo
|
Yes
|
Your logo appears on quotes and invoices for professionalism.
|
|
|
Profile settings (row count etc)
|
Yes
|
Profile settings customised for better usability.
|
|
|
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
|
Yes
|
Notifications keep staff updated automatically.
|
|
|
Custom fields
|
Yes
|
Custom fields capture business-specific data.
|
|
|
Advanced - Collaboration Manager
|
Yes
|
Collaboration manager centralises client communication.
|
|
|
Document storage
|
Yes
|
Documents stored directly against jobs.
|
|
|
DMS
|
Yes
|
DMS enabled for structured file management.”
|
|
|
Job categories setup
|
Yes
|
Job categories improve reporting visibility.
|
|
|
Advanced - Leads
|
Yes
|
Leads are tracked before becoming jobs.
|
|
|
Purchase orders used
|
Yes
|
POs track committed spend against jobs.
|
|
|
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
|
Yes
|
Pay Now makes client payments faster.
|
|
|
Custom Xero account codes & tracking
|
Yes
|
Custom account codes align reporting with Xero.
|
|
|
Custom rates used
|
Yes
|
Custom rates applied where needed for flexibility.
|
|