to take their toll. “I can’t keep doing this. I needed an easier way,” he thought. Regan was struggling to keep up with the paperwork that comes with a five-year-old business and four permanent staff. Sometimes that meant he’d end up letting customers down. “Customers would say, ‘You were meant to be here at 10 am,’ and I’m trying to find the piece of paper that had the job on it amongst piles of paper scattered everywhere.” Not only was Regan having issues keeping track of the jobs he’d booked, but he was also often up all night drafting quotes1 and invoices2 – sometimes forgetting to charge his time correctly. He’d be rushing to do the odd invoice during the day, and in between jobs he often didn’t write down a full description of each job. Later, when he’d try to decipher his notes to finish the invoice, he’d often struggle to remember exactly how many hours a job had taken him. This is where he’d lose out on being paid what he was truly owed. It was time to go on the hunt for a different way of doing things. Regan is happy to admit it was his wife who found Tradify3. “We could tell straight away that Tradify was simple to work with and had everything we needed. We could load our stuff and get going – and that’s what we liked about it.” Since he started using Tradify four years ago, Regan hasn’t once lost track of what he and his boys are doing. That’s because he can track and store job information all in one place. “It shows you where jobs are, has a good system for managing bookings – it’s bloody great to use.” When it comes to recording hours, Regan uses timesheets to accurately keep track of the hours each person has worked on a job. They simply log in to Tradify on their phones and start the timer, stopping it when they’ve finished – no more chasing guys for their hours. The boys can also book themselves in for new jobs through the scheduler. Now, there are more late nights for Regan – not now that his office lady (aka his wife) can easily send out 30-40 invoices every day. With a click of a few buttons, an enquiry becomes a quote, and a quote becomes an invoice. And because Regan has Tradify linked with Xero4, all their financial information is automatically uploaded there as well. “Tradify has saved me a lot of time at night with quotes and invoices. As long as the boys put the info into Tradify, a click of a few buttons and it’s done – that process has sped up.” Where Regan was spending until the wee hours of the morning working on quotes and invoices, he now spends his time doing the things he loves. “You’ll find me racing stock cars or working in the shed instead.” So, how much time has Regan saved using Tradify? His response: “It’s definitely saved us a lot of time, and it’s helped me make more money too.” He jokes that he’s saved money on A4 paper and printing, but more importantly, he’s more organised – and that has helped him book more jobs and make more money. It also helps that his wife, his boys and he all have access to Tradify – whether they’re at home, in the office or out on-site. “We have three computers set up in the office – one for me, one for my wife, and another one for the boys. We also have a tablet the boys can take with them to jobs, and they can also use Tradify on their phones.” Interested in giving Tradify a go? Start a 14-day free trial5. No credit card required. No pressure. Or jump on one of our weekly live demos6 as we show you Tradify in action. Links: 1 https://www.tradifyhq.com/features/quoting-software 2 https://www.tradifyhq.com/features/invoicing-software 3 https://www.tradifyhq.com/ | 4 https://www.tradifyhq.com/xero-and-tradify-addon 5 https://go.tradifyhq.com/signup | 6 https://www.tradifyhq.com/book-a-demo/ 7 THE door industry journal spring 2022 Also online at: www.dijonline.co.uk Industry News Door Industry Journal is offering readers a special code to get 50% off your first three months with Tradify — use DIJ50 to get started at https://tradifyhq.com/signup .
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