Connect your tools and workflows.
Setup of Peppol e-invoicing for UK construction suppliers using Xero and QuickBooks, covering benefits like faster payments and compliance requirements.
Differences between Direct Debit, Standing Orders, and Variable Recurring Payments (VRP), covering their setup, fees, and integration with accounting software like Xero and QuickBooks.
Benefits and setup of pay-by-bank options through Stripe and GoCardless for UK trades, covering lower fees, instant payments, and smooth reconciliation with accounting software.
Step-by-step guide for reconciling Square payments with Xero in the UK, covering the use of a clearing account and correct VAT handling.
System for automating emergency locksmith callouts using WhatsApp, Google Sheets, and Microsoft Power Automate for quick dispatch and communication.
How small trade teams can set up a shared WhatsApp Business inbox using free and paid options, covering features, workflows, and troubleshooting tips.
SumUp and Dojo for Tap to Pay on iPhone, covering setup, fees, and job reconciliation with accounting software like Tradify and Xero.
Automated system for updating van stock using delivery notes and photo proof of delivery, aimed at builders and tradespeople using Tradify or Simpro.
How trades firms can set up an AI receptionist using Twilio Studio and Calendly to efficiently manage calls and bookings, improving lead capture.
ServiceM8, Jobber, and Tradify offer various methods for automatically collecting deposits upon quote acceptance, integrating with accounting software like Xero and QuickBooks.
Using Zapier, you can automate sending job pack PDFs from Google Docs to WhatsApp, simplifying communication for RAMS and method statements.
ServiceM8 users can quickly send invoices via WhatsApp with a Pay now link, enabling faster payments through Apple Pay, Google Pay, or card transactions.
Guidance for UK plumbing, electrical, HVAC, and building firms on resolving duplicate calendar entries and time zone issues in Outlook with ServiceM8, Jobber, or Tradify.
UK plumbing, electrical, HVAC, and building firms can automate appointment confirmations via WhatsApp using Jobber and Make.com to reduce no-shows.
Guide for UK businesses using Stripe and Xero, covering the setup and reconciliation of payouts, fees, and VAT treatment.
ServiceM8 enables UK plumbing and electrical firms to automate appointment confirmations via WhatsApp, reducing no-shows and improving customer communication through Make.com integration.
Setup and daily operations of connecting Square with Xero for UK businesses, focusing on VAT compliance and quick reconciliation processes.
How UK businesses using Zettle and Xero can efficiently reconcile daily sales, fees, and payouts through a dedicated clearing account setup.
How UK trades firms can reconcile GoCardless payouts in Xero, keeping accurate VAT treatment and simple accounting processes.
How UK trades teams can automatically save job photos from ServiceM8 to Google Drive using Zapier, without requiring coding skills.
UK plumbing, electrical, and HVAC firms with a process for reconciling SumUp payments and managing VAT in Xero.
Common issues UK trades teams face when connecting ServiceM8 with Google Calendar, including time shifts, duplicates, and missing jobs, offering practical solutions.
Best practices for UK trades teams using Tradify and Xero to prevent duplicate invoices, payments, and contacts, keeping simple job administration and accurate bookkeeping.
Correct workflows for UK contractors using ServiceM8 with Xero to ensure accurate Domestic Reverse Charge and CIS reconciliations.