In 2020, in general, how much time have you spent doing any of the following:
- Manually setting up spreadsheets to track your construction business details?
- Manually entering your project and financial information into spreadsheets?
- Troubleshooting why numbers in your spreadsheets do not match up?
- Working between multiple software systems that are not connected?
- Troubleshooting duplicate entries because your software isn’t integrated correctly?
If you answered:
- “all day, every day”,
- “way too much,
- “50% of my time”,
- or even just “some of my time”
…to any of these questions, there is definitely a better and more efficient solution to get back some of your time! It doesn’t have to be so manual, time consuming or frustrating. It is time to get your company online and integrate your software!
Are You Using Spreadsheets to Manage Your Business?
When you are managing projects, timelines, financials, etc. in excel spreadsheets, the process is extremely manual. From setting up your sheet, to knowing what data you want to include, and then manually entering the data in all of the places it is needed, it takes a lot of time on your part. This makes for a very clunky process with a large risk of error. You will be restricted as to where and who can update your sheets – likely only one person from only one location. As much as it can be a pain switching your processes from manual, offline spreadsheets and documents to online project management and financial software, the benefits will outweigh the temporary challenges of going online.
You’re Online! But Are You Getting The Most Out Of Your Software?
Congratulations! You’ve made the huge step and have implemented QuickBooks Online for your financials, and a construction project management software, such CoConstruct, BuilderTrend, RedTeam, JobNimbus, Knowify, Acculynx or Procore. These programs will save you so much time and will help so much with effectively managing your business… That is, IF you have them set up and working together properly.
Spending time entering the same information in both softwares, reports not matching or even not being able to get your information in real-time are some good indicators that your software is not integrated correctly. Sure, you are saving time because you have the software, but there are still some headaches that can be cleared up with connecting them.
But just connecting them is not enough. You need to integrate and map the information so that it can be transferred accurately and to the correct location. How software integrates depends on the project management software you choose. When it isn’t integrated properly, it can cause a mess in your financial software and leave you spending more time and money to fix it. When you are ready to take the leap with your software make sure you take the time to do it right from the beginning.
Will Change The Way You Manage Your Business
We’ve mentioned it several times but time savings are such a huge benefit to getting online and integrating your software. You will save time from the ease of managing projects, not having to double enter data, and the softwares working together for you… just to name a few. Because the systems talk to each other and do some of the leg work for you, it greatly cuts down on the chances of errors, giving you financial reports you can trust and allowing you to spot trends over time! You will have more control over your processes and even be able to get information real-time. Having software that is integrated allows you to have a simplified and streamlined financial workflow that changes the way you manage your construction projects and company—setting you up for growth!
Need Help Properly Integrating?
It is a big… no, huge… undertaking to implement and integrate new software but you are not alone! 24hr Bookkeeper has helped many construction companies get QuickBooks Online integrated with their project management software. Our team knows both softwares and can create efficiencies in your workflow and processes so you can trust that it is done right. You will have confidence that your software is working together correctly and effectively. Let’s face it—the world is online and these tools are made to help! This year has been tough enough, don’t let clunky spreadsheets or software not used to its capacity make it tougher. Let the experts at 24hr Bookkeeper help get your software integrated.
What will you do with the time saved?!
