job management

Areas of attention: Job Management

What is job management

Job management involves keeping track of all aspects involved in specific jobs that a business is undertaking. From lead capture all the way to finalising the job and getting paid, job management plays a key role.

Why you need job management

What a business tracks and measures can be grown. If you are completing jobs without detailed job management you are flying blind and hoping that you make money at the end of the day.

Job management software can be extremely beneficial in the following areas:

  • Lead capture
  • Quoting
  • Client management
  • Job tracking
  • Time tracking
  • Job costing
  • Purchase orders
  • Invoicing
  • Reporting

Tracking each and all of the above areas has massive benefits to the effectiveness and profitability of a business. Adequate job costing and employee time tracking will assist in ensuring that the job stays within budget and remains profitable. This, in turn, will make future quoting and lead capture more accurate as you will have a much better idea on how much to quote for jobs and the current and future capacity of the business.

Having a job management tool that links to your accounting software, such as Xero, is a must. Measuring and tracking the jobs in your business is key and having a link to your accounting software provides clear and accurate real-time numbers that can be used to help your business grow.

Workflow max is a quality job management solution. It is owned by Xero and provides all of the benefits discussed above.

Tradify is the choice for Building & Construction businesses when it comes to job management.

Download a free copy of Tradify’s 5 must have app’s for Tradies:

If you aren’t using a job management solution in your business, and you would like to know more about it’s benefits for your business, please contact us for a discussion.

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