Running a small business can be complicated, especially if your enterprise provides a service in a high-risk industry, such as rope access or height safety.
As well as typical daily business operations, you also have to contend with unique factors, such as:
- Complex safety checks
- High-risk equipment audits and maintenance
- Regularly updated staff safety training
- Remote onsite staff management and more
Then there are all the traditional business management elements such as quoting, staff payments, invoicing, and customer relationship management; it’s enough to make your head spin.
Modern businesses often use one or more job management software programs to help simplify daily operations as much as possible; however, these myriads of programs can be complicated and hard to integrate into a symbiotic system.
Furthermore, these business and equipment job management software programs are often generic and are not designed with high-risk businesses in mind, that is until there was JGID.
What is JGID?
- Rope access technicians
- Height safety specialists
- Confined space workers
- Crane hire
- Diving professionals
- Solar workers
- Emergency rescue specialists and more
Our passionate developers have designed JGID to be tailored to each high-risk business’s unique requirements, covering all aspects of a high-risk company’s daily operations, including:
- Client and remote approvals
- Recurring job management
- Stock and equipment ordering and reordering
- Staff timesheets and wage management
- Equipment management
- Invoicing and payments
- CRM and much more
JGID displays all this information in an intuitive, automated helicopter view dashboard, giving business owners and authorised staff a full view of the entire business.
The whole system is live, updates in real-time, and can be accessed 24/7 by any remote device, including PCs, laptops, tablets and smartphones.
Most high-risk businesses conduct their operations onsite, making invoicing and payments complicated and hard to track. As a result, we have partnered with some of the most advanced bookkeeping systems in the world, including account management innovators Xero.
So what makes Xero so unique, and how does it help your high-risk business operate more effectively inside the JGID system? Read on to learn more.
What is Xero?
Xero is a New Zealand-domiciled, customisable, cloud-based accounting system for small to medium-sized businesses that securely and reliably automates your business’s financials, including:
- Scheduled bill payments
- Financial reports and more
Never before has there been a more reliable, secure, safe and easy way to control your high-risk business’s finances in one easy-to-use and understandable platform.
How can Xero help run your high-risk business?
Xero is so much more than a simple bookkeeping utility; not only can it take care of your in and outgoing finances, but it can also provide you with critical data to help your business grow.
Intuitive accounting for the new age of business
Xero’s intuitive helicopter accounting dashboard allows you to:
- Stay on top of your cash flow
- Presents bank and card info in one place
- View and automatically follow up on outstanding invoices
- Track critical areas of your business operations for future developments
As well as giving you a complete overview of your high-risk business’s finances, Xero also allows you to:
- Send invoices
- Control and view bank reconciliations
- Pay bills
- Claim expenses
- Initiate bank connections
- Automate payments
- Track projects
- Control GST returns and submit BAS statements
- Automate and control your payroll
- Capture vital business development data
- Financial reporting
- Inventory and much more
So, how does Xero integrate with JGID to automate your business operations? Read on to find out more.
JGID and Xero: A perfect partnership of job management software
Although Xero and JGID are separate systems, they integrate perfectly to keep all your business management tools in one place, helping you streamline all aspects of your business operations.
Once an invoice is created inside JGID, it automatically connects and imports to Xero, meaning you don’t have to copy and paste, transfer, or re-input anything; just seamless, transparent invoicing from the client’s bank account to yours.
Automated client profiles
High-risk businesses, like rope access, often provide ongoing services to their clients. Once a customer’s details are entered in JGID, it automatically syncs with your Xero profile, so you never have to input customer data twice.
Revised invoice automation
Xero and JGID’s integration works both ways. Once an in or outgoing payment is made through Xero, it automatically updates JGID making it easy to track your financial flows at a glance from any device, anywhere, anytime.
Xero provides four affordable subscription plans, so you can increase your bookkeeping capabilities for your business growth without breaking the company budget.
JGID – job management software
JGID was designed to help your high-risk business grow. Our developers and trainers have been by your side from day one, allowing you and your staff to simplify workflow and make your business thrive in any high-risk industry.
To learn more about JGID and Xero integration, contact us via our online contact form today, and one of our helpful consultants can contact you at your convenience or call the toll-free number for your region.