From XU Magazine, 
Issue 26

The Untapped Potential of Your Trade Service Clients

The challenge for trade businesses is to deliver quotes quickly, without sacrificing accuracy.

For plumbers, electricians, industrial cleaners, painters or any trade service-based business, generating tenders, estimates and quotes is non-billable time that has no guarantee of a return.
This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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State of Play

The construction industry has shown no sign of slowing despite global events. The work is there and there’s a lot of it. 

Now more than ever the construction industry and it’s associated trades require speed and accuracy to generate quote and estimates to win jobs and make sure those jobs are going to be profitable. Accountants are in the ideal position to advise their tradie clients on how to streamline their estimating process.

Out with the Old

When a trade business is asked to supply an estimate or a quote for a project, floor plans are supplied for the dwelling to be quoted.

For many, still to this day, a huge A1 printer swings into action. The plans are laid out on a large table and a collection of highlighters are used to count and measure the materials required and, the associated labour costs. 

The Digital Potential

The takeoff process in the digital age simply requires the user to upload a floor plan, then mark and trace each item to be included in the quote. As the user is counting and measuring items on the plan, Groundplan is generating a worksheet table of data.

The resulting numbers can be adjusted before exporting to a spreadsheet, or one of our growing list of integrations, including Xero.

The Time-Saving Potential

We all know that systemising a business to avoid double handling is paramount to efficiency. What if every powerpoint included the cost of materials, labour and markup?

Groundplan gives estimators the ability to calculate all the figures associated with each item into every click.

Award-Winning Example of the Digital Advantage

Sam Ackland, founder of Build Clean based in Adelaide Australia is a leading example of how a trade business owner can fully utilise the potential of the digital age and the competitive advantages on offer. 

Recently awarded Young Entrepreneur of the Year by Business SA, South Australia’s Chamber of Commerce and Industry and peak employer body.

Sam attributes his success to implementing a robust digital infrastructure that enables him to scale.

Sam can collaborate with not only his own team but an outsourced workforce located anywhere in the world. 

Give your trade service clients the gift of time, while achieving superior accuracy directly into Xero. Every enquiry includes a free online demo with one of our in-house trade experts. 

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