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The article outlines the setup of Peppol e-invoicing for UK construction suppliers using Xero and QuickBooks, highlighting benefits like faster payments and compliance requirements.
The article discusses the differences between Direct Debit, Standing Orders, and Variable Recurring Payments (VRP), highlighting their setup, fees, and integration with accounting software like Xero and QuickBooks.
The article discusses the benefits and setup of pay-by-bank options through Stripe and GoCardless for UK trades, highlighting lower fees, instant payments, and seamless reconciliation with accounting software.
The article outlines a step-by-step guide for reconciling Square payments with Xero in the UK, emphasising the use of a clearing account and correct VAT handling.
The article outlines a system for automating emergency locksmith callouts using WhatsApp, Google Sheets, and Microsoft Power Automate for efficient dispatch and communication.
This article outlines how small trade teams can set up a shared WhatsApp Business inbox using free and paid options, detailing features, workflows, and troubleshooting tips.
The article compares SumUp and Dojo for Tap to Pay on iPhone, detailing setup, fees, and job reconciliation with accounting software like Tradify and Xero.
The article outlines an automated system for updating van stock using delivery notes and photo proof of delivery, aimed at builders and tradespeople using Tradify or Simpro.
The article outlines how trades firms can implement an AI receptionist using Twilio Studio and Calendly to efficiently manage calls and bookings, enhancing lead capture.
ServiceM8, Jobber, and Tradify offer various methods for automatically collecting deposits upon quote acceptance, integrating seamlessly with accounting software like Xero and QuickBooks.
Using Zapier, you can automate sending job pack PDFs from Google Docs to WhatsApp, streamlining 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.
The article provides 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.
The article provides a comprehensive guide for UK businesses using Stripe and Xero, detailing 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.
The article outlines the setup and daily operations of integrating Square with Xero for UK businesses, focusing on VAT compliance and efficient reconciliation processes.
The article outlines how UK businesses using Zettle and Xero can efficiently reconcile daily sales, fees, and payouts through a dedicated clearing account setup.
This guide details how UK trades firms can effectively reconcile GoCardless payouts in Xero, ensuring accurate VAT treatment and streamlined accounting processes.
This guide explains how UK trades teams can automatically save job photos from ServiceM8 to Google Drive using Zapier, without requiring coding skills.
This guide provides UK plumbing, electrical, and HVAC firms with a streamlined process for reconciling SumUp payments and managing VAT in Xero.
This guide addresses common issues UK trades teams face when integrating ServiceM8 with Google Calendar, including time shifts, duplicates, and missing jobs, offering practical solutions.
This guide outlines best practices for UK trades teams using Tradify and Xero to prevent duplicate invoices, payments, and contacts, ensuring streamlined job administration and accurate bookkeeping.
This guide outlines the correct workflows for UK contractors using ServiceM8 with Xero to ensure accurate Domestic Reverse Charge and CIS reconciliations.
This article discusses various effective training methods aimed at enhancing skills and performance in different contexts, providing insights for trainers and learners alike.