Systems Health Check · US$300 fixed
I review how jobs, invoices and payments move through your job or CRM system and your accounting file, using read-only access, and send a written list of what I found, where I’d look first and a fixed quote for any build. The fee is the same whether or not you go ahead.
Limits: one job or CRM system and one accounting file (Xero), a 45-minute call, written findings within 3 business days.
ServiceM8 or Jobber setup, connected to Xero
FromUS$1,500
- Xero chart, tax defaults and contacts reviewed
- Clients and sites matched and imported
- Job templates, forms and statuses set up
- Pricebook imported with margin review
- Job-to-invoice flow into Xero tested on real jobs
- SOPs and a recorded walkthrough
Limits: one Xero organisation and one job system, up to 10 users, 3,000 clients, 300 pricebook items and 15 job templates. 14 days of fixes after go-live.
Not included: BAS, payroll or STP.
Automation build (Make or Zapier)
FromUS$1,200
- Up to 3 connected workflows, mapped before building
- Error routes and alerts on every step
- A run log you can read
- Test cases run before go-live
- Written notes for each workflow
Limits: apps with standard Make or Zapier connectors, up to 25 steps per workflow. 14 days of fixes after go-live. App and platform subscriptions are paid by you.
Not included: BAS, payroll or STP.
HubSpot CRM setup or migration
FromUS$1,500
- Properties, pipelines and lifecycle stages set up
- Contacts and companies cleaned and de-duplicated
- A change log for every edited field
- Test import, then the full import
- Saved views, a short SOP and a walkthrough
Limits: one HubSpot account, up to 2 pipelines and 15,000 contacts from up to 3 sources. Email content and paid add-ons are not included.
Not included: BAS, payroll or STP.