Software

7 Tips for Tradies Using Saasu

As a tradesperson, dealing with your books and paperwork can really steal valuable time away from the aspects of your business you’d love to develop. Saasu can be more than just an accounting system, it can be another tool in the toolkit when managing your business.

We’ve compiled a list of 7 handy tips for tradies using Saasu that will give you the tools to get the job done quicker.

#1 Suppliers Item Code

The Items page in Saasu allows you to enter detailed information on your items, such internal notes. The page also gives you access to enter your supplier details such as a buying price, default re-order quantity and a supplier item code.

The supplier item code feature is a handy tool which allows you speed up the process when calling the supplier and re-ordering stock. Having this item code and your default re-order quantity on hand can save you a lot of time, and get you back to your other important tasks.

You can also include the supplier item code on your purchase order, as well as your internal item code, by customising the theme you use for your purchases. This will make your supplier very happy they don’t have to go hunting for the things you really want to buy.

#2 Combo Items

In Saasu, Combo items are products, bundles, or services you build from individual inventory items. They are normally finished goods that are made up of other Inventory Items. Here’s an example that might apply to a plumber:

Service packs – Green Shower Plumbing = Callout + Fix rate labour + Shower Heads

If you routinely sell a set of inventory items, setting up these items in a combo can save you a ton of time while also making things easier to organise.

You can reach Combo Items from the Items tab at the top of your screen in Saasu. For information on how to set up Combo Items, click here.

#3 Activities

Activities in Saasu are handy and can be used for a variety of ways, from keeping notes on a particular customer, project or job, through to setting up reminder tasks for things you need to get done.

For example, an activity note or task can be extremely useful to book/add work required against a particular customer. The customer might have three separate tasks that require your attention. You can add each of these tasks as an activity, with a due date and allocated person, and mark it as complete when the job is done. It means you don’t need a separate application for task management or notes, it can all be done in Saasu.

Setting up Activities is simple, and a great way to organise tasks within a larger project. For more information, check out this help note.

#4 Attachments

You can attach files to your invoices, activities, employees and journal entries in Saasu. This can help keep financial documents associated with their related transactions. Some examples are:

  • Attach invoices you received by email from a supplier to Purchases or Expenses in Saasu
  • Attach scanned invoices or receipts against your Purchases or Expenses in Saasu
  • Keeping an employee contract on record against their employee record in Saasu

#5 Notes and Reminders

There are several ways to keep notes and reminders in Saasu.

You can record information about a sale or purchase that can either be kept as an internal note, or included on the customer invoice. Both fields can be found at the bottom of the sale or purchase pages.

For a reminder, you can tick the ‘Requires follow up’ checkbox to the side of the note fields. Once checked, you can visit the reports tab within Saasu to see a report of the sales or purchases that require attention.

#6 Payroll

You’ve got more than enough to do when managing an apprentice or offsider, and the last thing you want to be doing is spending your time managing the payroll obligations for them as well. This is where Saasu’s payroll can make a big difference. Once payroll is set up for an employee, it can automatically calculate leave entitlements, superannuation, deductions and allowances. Payroll is available on all plans, with limits on the maximum staff depending on the plan you’re on.

#7 Give Discounts to Your Best Customers

Do you have VIP customers that you give a special discount to? You don’t have to change pricing or calculate that discount manually, it can be done automatically by adding a regular discount (e.g 10%). This means that whenever you do an invoice for John Doe, the pricing is automatically calculated with 10% off the regular price. You can do this by entering a percentage into the field under the ‘Default discounts’ heading on their contact page.