In a lot of businesses a single job is spread across an inbox, a quoting spreadsheet, a whiteboard, the stock book and the accounting system. Each copy is a little different, and the office spends its time reconciling them. ManaGEM keeps the whole job on one record, from the first call to the last payment.
1. The enquiry
The customer, the site and scope, and the schedule are captured in four steps. The enquiry joins a pipeline by stage, with the sales rep, the area and the enquiry type, so you can see where work is coming from.
2. The quote
Line items come from your own product list, each with its cost and selling price behind it. VAT is added and the quote goes out as a PDF. The record keeps when it was sent and when the deposit arrived.
3. The job
An accepted quote becomes a job with a foreman, start and end dates and progress. Bookings put the crew on the calendar, and the office sees which jobs are on track and which are late.
4. Stock and production
Stock is received, dispatched, transferred and returned across stores and vehicles, with low-stock alerts and purchase orders. If you make what you install, each build moves from pending to in build, QC, ready and invoiced.
5. The invoice
Deposits, partial payments and the final invoice are tracked against the customer and the job, with paid, partial, unpaid and overdue in one list.
6. Payment and accounting sync
Invoices post to Sage or Xero with their net, VAT and total, and each one shows whether it has synced. Debtors are aged by customer, with the last interaction and the statement date beside the balance.
Why one record matters
Because every step sits on the same job, nobody re-types a customer, a price or a quantity. The question “where does this job stand?” has one answer, and anyone in the office can find it.