All services Business systems

Built around the way
you already work.

Quotes, invoices, clients and reporting in one place. One deal carries one reference from the first quote to the final receipt, and each document is filled in from the one before it.

One system, and one reference that follows the deal.

Most businesses run on four tools that do not speak to each other, plus one person whose real job has slowly become copying between them.

What a system covers

Quotes
Written and sent from the system, which lists every quote still waiting on an answer.
Invoices and receipts
Numbered off the quote they came from, so the whole deal reads end to end in one place.
Clients
One record per client with the history attached, instead of a spreadsheet and somebody's memory.
Documents
Filed where you will find them again, and open to the people you give access to.
Reporting
The numbers you actually run on, up to date the moment you open it.
Roles
Each person on your team sees the part of the business they work in, and you decide which part that is.
Your data
Exportable, in a plain format, on any day you ask, without a support ticket or a notice period.
Ownership
You own the code, the database and the accounts. If we ever part ways, nothing is held hostage.

How a system gets built

  1. Scope

    We sit with the person who actually does the job and walk through three recent real cases, which show the exceptions and workarounds a written procedure leaves out.

  2. Build

    A thin path end to end first, so you are clicking something real by week two.

  3. Before it goes live

    Your real data, run beside the old way, until the new one is boring.

  4. Ongoing

    It grows as the business does, and every change is quoted before it starts.

DJ Anker's quotes and invoices run on a system built this way.

One record, two brands.

The back office
2019 Polo Vivo, white Entered once, by the owner.

Show it on

  • Brand one
  • Brand two
Brand one
Brand two
One record, entered once, showing on whichever brand should carry it and live on both within five minutes. The car and the brand names here stand in for the real ones, and the two sites this actually runs on are futuredrive.co.za and drivediva.co.za.

Running today, starting with our own.

  • vdmdigital.io

    VDM Digital

    Quotes, invoices, clients and reporting for this agency, in one system. We built it for ourselves first and run the agency on it, so we know what it is like to live with.

  • futuredrive.co.za

    Future Drive and Drive Diva

    Two brands run from one back office. The owner captures a car once, ticks it onto whichever of the two sites should show it, and it is live on both within five minutes. The monthly adverts work the same way, and the artwork can never be deleted by anyone, us included, because it is the only record of that month's price.

  • in build

    A client platform

    A system replacing a filing cabinet, a WhatsApp group and three spreadsheets. It is not live yet, so the work is described here without the client's name.

I cancelled my Zoho subscription. The quotes and the invoices run on my own website now.

DJ Anker

See the rest of the work

What is your business running on?

Tell us the four tools and the person stuck in the middle of them. In twenty minutes you will know whether this is worth doing.

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