Business Automation Software

Everything to automate your business from Job sheets to full job management and job tracking

BusinessFlow PRO - Solar Calculator

BusinessFlow Solar Pro is designed specifically for UK Solar panel installers. It's a small Windows based program where users enter the customer and solar panel system details and with the click of a button produces example payback report. Easily add quotation and order forms*. Can be modified  to ensure you meet any industry and association requirements.

 

  • Business Flow Solar Calculator is based on the UK MIS3002 

 

  • Fill-in the 'built-in' sunpath diagram, which is exported to the quotation.  By clicking on a arein the Sunpath diagram which will turn red when selected the system automatically calculates the shading factor

 

The Solar Calculator has a set of default payback assumptions which can easily be modified and used in the pay back calculations which are vital to your customers.

 

Frequently asked to quote for more then one installation? so your customers can decide which installation is best for them.  BusinessFlow Solar Calculator allows you to quote up to 3 solar installations, all details will then beexported out to your quote.

 

All documentation is produced as a PDF and although there are default template provided with the software we can customise your documentation to suit your business and is included in the £150 + VAT one off price.  See our website for full details and where you can buy this amazing Solar Calculator

Solar Pro new MIS Version released

 

 

BusinessFlow Solar Pro MIS version has been redesigned and updated to produce PV Solar calculations based on MIS3002.

 

This new version has the following features

 

  • Built in PV system calculator (to MIS3002).
  • Automatically selects the postcode region.
  • Automatically select kWh/kWp from look up tables.
  • Displays a 'Sunpath' diagram to be completed.
  • Sunpath diagram exported quote/reports
  • Professional Payback graph images
  • Improved customer management
  • New Parts Database - parts can be exported to quotation
  • Multi-Quote feature - Present three panel options side by side in a quotation
  • Save & associate images with the quote (e.g. roof image)

 

Just £150 + VAT for new customers

Buy this great PV solar calculator

 

 

 

Upgrade existing system for £95 + VAT  - call us on 0117 3035183 to upgrade or email support@business-flow.co.uk

 

 

 

 

 

 

In the Cloud - what does it mean?

Businesses are moving into the clouds, what does that mean to the average business.

Cloud Technology is a jargon name for running a program on many connected computers at the same time over a network usually the internet or simply put it is computing based on the internet.

It allows small business access to technologies that were not within their reach before.

Advantages

  1. You do not have to hire some one to install/update software run backups etc. all that responsibility is the cloud vendors
  2. You do not have to buy software.
  3. You do not have to so much system hardware for data storage, backups.
  4. Software is regularly updated so you are always up to date

Disadvantages

  1. You may have downtime, if your internet connection is lost or your provider suffer an outage
  2. Security Issues all you precious data is out there
  3. Inflexibility you may be restricting your business process to their formats which may not be compatible with conventional formats such as Microsoft word etc.
  4. Lack of support, you need to make sure that in the event of any problems that you can contact the vendor by phone, email as a last resort. 

What services you may already be using that is a cloud technology:

  1. Hotmail
  2. Gmail
  3. Flickr
  4. Google Maps
  5. Microsoft Office 365

 

 

 

 

 

Network your computer

If you have several people working in your office and they all need to access the same information, then you can simply "network" BusinessFlow to enable each PC to share the same database.

You will need a full copy installed on each PC. Choose where you would like to store the main database, then link each PC to that database.

See our networking help pages for further information.

Easily create a blank Jobsheet

 Create a blank jobsheet for those unexpected phones calls out in the field.

Ideally every job would be pre-planned, entered into Jobsheet PRO and a professional jobsheet produced for your staff in the field. However, sometimes you may have an ad-hoc phone call with an emergency visit required. In these circumstances the engineer will need to fill-in a blank jobsheet / document and then submit it to the office.

Printing a blank document is very easy. Simply check the "create a blank document" checkbox and then click the "create" button

See our printing a blank document help pages for further information.

Easily reload job/quote/invoice

Any job / quote / invoice can be recalled and loaded back into the system for further editing or tracking.

Simply click the "Reload Job" button at the top right of the edit screen and then select the required job in the grid or search for the job using the search text boxes.

See our reloading existing job help pages for further information.

Reference fields

There are ten reference fields where the title can be changed to suit your business requirements.

Each field/text box has a small button to the right. Clicking on this button will bring up a new area where the title can be altered. You can record such things as "order number, "engineer assigned", "brief job description", has the job been invoiced or quote sent and many other uses specific to your industry.

See our reference title help pages for further information.                                                    

Create your own Jobsheet/Quote/Invoice Templates

Our template system allows you to easily change the design or alternatively send us your design/changes and we will do it for you.

What's more, you can add additional templates which serve different purposes. For example: a job sheet for commercial work, one for domestic customers, maybe one can be a standard letter or contract you need to produce?

We have created templates for customers from one page to 3 or even 4 pages in length where they need a copy for the engineer, one for the customer ond one for head office.

See our template help pages for further information.

Are you damaging your cashflow ?

Cash flow affects every small businesses and in these difficult times getting payment for goods and services is becoming more and more difficult.   Businesses are finding that long held customers are filing for bankruptcy or closing down leaving them with unpaid invoices.

According to a study by FreeAgent an accounting system provider small businesses are  taking too long to chase their unpaid invoices or giving their customers too much leeway in the first place.  When running a small business ideally you need to be chasing customers as soon as the invoice becomes over due not waiting a month or two or when you have trouble paying your wages bill or your own bills.  Setting time aside each week will ensure you know who owes you money and how much. 

BusinessFlow's invoices to generate report gives you a quick snap shot of how many invoices are outstanding how much they owe , as well as how many days they are overdue, This easy to use report allows you to group by customer and then then quickly produce an account statement giving each customer a breakdown of what invoice has been issued and the status of each invoice.

 

The above report is colour coded so you can easily see which invoices are over 90 days old and need immediate action.  The total amount of invoices outstanding will keep you focussed on collecting money.

This list of invoices can be exported to excel or printed out so you can shared the tasks of contacting customers between people.

BusinessFlow also gives you an account statement for each customer detailing which invoices have been paid and which ones are yet to be paid

 

Grouping outstanding invoices by customer gives you a total of how much is owed by each customer

 

 

Finally for those businesses that have a lot of jobs at any one time BusinessFlow provides you with an invoices to generate report which will display all those jobs where invoices have yet to be issues making sure you have complete control and do not forget to invoice someone

 

Keeping it all together - going mobile in the field

Mobile Job Sheets

Increasingly business expect to remain in touch with their engineers and to be able to share information, as mentioned in a previous post, the problem is there are so many devices with different operating systems to choose from.  Unless you make the business decision to buy all your engineers the same phone/tablet you need a system that runs on all devices, so a complete web based program will solve that problem.  It also means that all files are held centrally so any changes do not have to be rolled out to all engineers

 

List of features for fully mobile job sheet program

 

The Admin/Job Management portal

 

where the “administrator” can log in, and do the following

 

  • Create new mobile users

 

  • Create new jobs, with comments, reference info, invoice address, site address, and assign to a specific mobile user

 

  • View all completed entries against that job by the mobile user

 

 

 

 

Engineer Portal (via mobile or tablet)

 

 

 

  • Engineer log in

 

 

 

  • See all the jobs assigned to them

 

 

 

  • Select a job, add time spent, parts used, comments.

 

 

 

  • Enter text about additional work required

 

 

 

For more information about our completely mobile job sheet application then please call Phil on 0117 3035183

If you wish to have a program that creates job sheets  and much much more then it may be worth looking at our range of desk top products