Manual data entry stops when a job is typed in one place and everything else is made from it. Today it goes in three times: the job tracker, the invoice, the books. Same address, same amount, three chances to get it wrong.
Twenty minutes of retyping doesn't feel like money. A month of it does. Someone stays late to catch up. You hire for the office instead of the van. And you start to hold the belief that you need more people, when what you need is one fewer keyboard.
The time is the smaller half. Type a price twice and one day the digits come out in the wrong order. You find out when the customer queries the invoice. Now the call is about your paperwork, not your work.
And nobody can tell which copy is the real one. Three places, three numbers, no rule for which wins. So month-end starts with somebody checking the same job three times.
Not a tidier spreadsheet. One record holds the job. The quote, the invoice and the copy in your books are all made from it, so there is nothing to keep in step.
A form, a call, a message or a job booked at the counter becomes one record the first time anyone touches it. That is the only time anyone types it.
We set it up so signing off the job raises the invoice. The address, the amount and the reference come straight off the record. There is no second copy to get wrong.
Correct a price on the record and the invoice made from it is right too. Nobody goes hunting for the other copies.
Keep the tools you already pay for. Connect them once, and the job reaches them without anyone typing it again.
A job booked on Tuesday morning and invoiced on Friday. Nobody retypes it in between. The steps are the shape of a real run; the address and amount are examples.
We sit with you and the people doing the typing. We find every place the same thing gets keyed in twice, and put one record under it. You know how the work runs; the build is ours. We quote before we start.
Income Mavericks is where the record lives: the customer, the job, the price and everything made from them. Rather set it up yourself? It is the same system, without us in it.
Illustrative. Names and values are examples.
Type each job in one place, and make everything else read from it. In practice the job, the quote and the invoice live in one system, and your books are connected to it. Then the typing happens once, when the job comes in, and never again.
It doesn't type anything, so it can't mistype. There is one record, and the invoice and the books are made from it. A wrong price is wrong in one place, and you fix it once. Today it is wrong in two places and right in the third.
Bring it to the demo and we'll tell you. A clean customer list imports straight in, and we do the import for you. A sheet three people have edited for years needs a decision about what to keep. We make that decision with you before we quote, so it is not a surprise on the invoice.
Usually, yes. We build on Income Mavericks and only on Income Mavericks, because it is the one platform we know well enough to stand behind. Most businesses we work with don't have a system yet, but if you do, we import your customer list for you. Automations you already run there get rebuilt, and that is quoted separately from setup. If your sales team lives in HubSpot, the two can run side by side instead.
Yes, if you use QuickBooks, Xero or Wave. The invoice you raise reaches your books without anyone typing it again, and your books stay where they are. Use something else? Bring the name to the demo, and we'll check it before we quote.
Once the typing stops, the next leak is usually one of these.
Bring the two windows you copy between to the demo, and we'll show you what it takes to close one.