JAI CRM
Home Industries IT & software services

IT & software services

Retainers, time and material, and export invoices without GST.

MonTueWedThuFri30 hoursbillable→ invoice
The day as it is

What actually happens now

Half the revenue is a monthly retainer that somebody has to remember to raise, and the rest is hours that were worked and never billed.

What changes

Where the leaks close

Timesheets against tasks

Marked billable or not, turning into invoice lines.

Retainers billed on a schedule instead of a reminder

Export invoices handled properly — LUT, zero-rated

Foreign currency.

Project profitability that includes the people

Not just the invoices.

Customer portal, so a client can see

Customer portal, so a client can see their own documents without an e-mail.

Before that

Seven systems, or one

Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.

  • One customer record, not four spellings of it
  • One item, one rate, one tax treatment
  • One place a question can be answered from
One system
How it fits together

The it & software services chain, end to end

Time recorded against a task becomes an invoice line, and an export invoice carries the LUT and zero-rating without anybody remembering to.

  • Projects — switched on
  • Sales documents — switched on
  • Accounting & finance — switched on
  • Reports & analytics — switched on
MonTueWedThuFri30 hoursbillable→ invoice

Only what it & software services actually needs

Inventory and procurement stay off entirely.

See pricing

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.