Polytask for your industry

trades & field services

Electricians, air-conditioning and maintenance contractors

Job requests arrive by email at all hours. Customers need booking, then reminding, then rebooking. Warranties have to be registered, timesheets chased and jobs invoiced — usually at night, after a full day on the tools.

jobs agents take off your plate

• Turn each emailed job request into a job in Fergus or Simpro, with the address, the customer and the problem.
• Text customers to book a time, remind them the day before, and handle the “can you come Friday instead?”
• Register warranties and fill in forms on manufacturer and supplier websites, and file the confirmation on the job.
• Find missing timesheets and remind the crew before payroll.
• Draft the invoice when a job is ready to bill, and send it once it’s approved.
• Read supplier invoices and draft the bills in Xero.

food production & wholesale

Bakeries, food manufacturers and wholesalers

Orders come in by email, text and phone. Supplier invoices, statements and delivery dockets pile up in an inbox. Somebody has to check the prices, raise the purchase orders and make sure tomorrow’s production is right.

jobs agents take off your plate

• Take customer orders from email and enter them in Cybake.
• File every supplier invoice, statement and docket in the right folder with a consistent name.
• Check invoice prices against what you agreed, and flag the ones that don’t match.
• Raise purchase orders in Xero from scanned supplier documents.
• Spot regular customers who haven’t ordered this week.
• Chase overdue wholesale invoices and keep track of the replies.

accountants & bookkeepers

Accounting and bookkeeping practices

Every client is a different Xero file, a different set of habits and a different pile of missing paperwork. The work is skilled; the chasing, filing and data entry around it isn’t.

jobs agents take off your plate

• Work across every client’s Xero organisation from one place.
• Chase clients for missing documents by email, and file what comes back.
• Set up the next scheduled pay run in Xero Payroll for you to check.
• Keep Xero Practice Manager up to date — time entries, job notes and job states.
• Read bills and receipts and draft them in the right client’s Xero.
• Pull a client’s numbers together before a meeting.

professional services

Consultants, trainers and service businesses

Enquiries, introductions and support requests arrive faster than you can answer them. Meetings need writing up. Hours need turning into timesheets and invoices.

jobs agents take off your plate

• Draft replies to enquiries and introductions for you to approve.
• Write up meetings from your notes or recordings and file them where they belong.
• Turn your calendar and email into timesheet rows, and ask about the unclear ones.
• Work through support tickets and answer the routine ones.
• Keep a client list or job tracker up to date as emails come in.