Manage jobs like a pro in the new financial year, without the need for external spreadsheets. Take advantage of your job data in FYI by creating essential job tracking views. Allow Automations to help you keep on top of jobs at risk of going over budget. And for those on Elite, learn how to wash up your WIP throughout the year and keep an eye on job profitability.
This 30-minute webinar covers how manage your jobs in the new year.
Topics include:
- Create essential job tracking views to manage work effectively.
- Automatically be notified when job budgets are at risk or jobs are overdue.
- Automate WIP wash ups and essential practice reports for those on Elite.
Click below to play a full recording of the webinar:
Your Action Plan
- Step 1 - Create job management views, ensuring to use Grouping Job Lists and value calculations.
- Step 2 - Automate your job budget tracking by importing our Job Budget Tracking Alert Process. Tip: Consider milestone tracking to take your job management to the next level, check out our Top Tips for Tracking Milestones.
- Step 3 - Keep on top of WIP wash ups throughout the year by importing our WIP Write Off for Completed Jobs Process.
- Step 4 - Run the Job Profitability Report monthly to ensure your practice is hitting crucial performance KPIs.
Useful Links & Resources
For more ways to automate your practice management, explore our Automation Library where we have common processes pre-built to get you started. We also have our dedicated consulting service and our weekly Automation Lounge if you need support to automate your processes.
Looking to get more out of your FYI? Our team are here to help with our dedicated Solutions Program.
For those considering upgrading plans, don't forget you can learn about all the new Elite features with our dedicated Learning Path: Practice Management with FYI.