Quote-to-Cash System
Enquiry to quote to job to invoice to Stripe to Xero, fully connected, with SOPs and training.
Sound familiar?
“Quotes go out late, jobs fall through the cracks and we're always chasing money.”
Who it's for
Teams of 3 to 15 drowning in admin.
What's included
- Discovery workshop mapping how you work today
- job management setup
- website and Google leads flowing into the system
- quoting, follow-ups and job workflows
- invoicing on completion with online payments and Xero sync
- 8 to 12 core SOPs
- team training
- 30 days of post-launch support
What changes
Faster quotes
fewer lost jobs
paid sooner
a business that runs without everything in your head
How it works
- 01
Free Health Check
45 minutes on how your business runs now and where the time's going.
- 02
Fixed-price proposal
A written scope and a fixed price. No open-ended invoices.
- 03
Build and train
I set it up, test it with you and train your team.
- 04
Ongoing support (optional)
A monthly plan if you want someone keeping it running.
Related services
- Connect
Job Management Setup
ServiceM8, Tradify, Fergus or simPRO set up around how you actually work.
See what's included - Connect
Xero Setup
Invoicing, payment terms, bank feeds and reminders configured around how you work.
See what's included - Connect
SOPs & Operations Manual
Your processes written down, so the business runs without you.
See what's included - Connect
Sales Process Design
A clear path from enquiry to won job, written down and repeatable.
See what's included
Your next step
Let's find what's costing you nights.
A free 45-minute Health Check. You get a one-page scorecard and a clear, fixed-price recommendation. No obligation.