While every business is different, there are a few tried and true things to look for to find the best job management system. By asking yourself these questions when assessing your options, it can help you find an option that fits your business well.
When it comes to picking a new system, you’ll want to look at your long term goals as well as your immediate needs. Take some time to think about where you expect to be in the future and assess whether the system you are looking for will fit that goal – or better yet help you get there!
For example, if your want to open a new location at some point, will you be able to do that easily with this job costing system? Perhaps you want to grow your ground team, how would that change your costs on the platform and will it help you manage this bigger team? Will the system still work if you double the amount of work your business has? Try to keep a long-term view to help you pick an option that is going to scale with you.
Even the best job costing system ever can’t make something out of nothing. In order to understand what is happening in your business, you have to give the system the information that it needs. A system that is right for you will be easy for your team to use so that they actually input the info.
What this looks like will differ hugely depending on your current business processes and how you operate. If your team work remotely, you’ll need a system that can travel. If you have multiple people working on a project, they will need to be able to hand over notes super quickly and be able to see what’s been done already.
Get more tips from our guest blog with Laurus Bookkeeping: "Job Costing Software is not one size fits all: identifying your unique industry needs"
While there are lots of ways that you can store information, it’s being able to use that information later that matters. The right system will provide reports and real-time information that is readily available when you need it.
Think about the information you currently feel your business is lacking and try to find a solution to that problem. It might be a system that presents that information or a great workaround that lets you work better (keep an open mind!). At a minimum, you should try to find a system that presents real-time, relevant information and is able to effectively store and search for the information you need.
The less time you and your team spend on admin, the more time you can spend helping clients and building your business. If a system can reduce the admin time, it can mean more time spent generating revenue, helping you make more money.
Try to assess if the system you are looking for will help reduce tasks that are currently taking up your teams time. Perhaps it’s helping to automate timesheets, or templates common projects to help get new work happening faster. Consider and weigh up if any new steps the system will need your team to take will be balanced out by the overall time they will save.
Read More: 5 signs to look for new job costing tools
Looking for the best job costing system for your business?
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