Everyday

General business

A flexible start for any business: accounting, stock, sales follow-up, tasks and HR.

Made for Any business that does not match another type

Start with the General business setup All business types

Already have a workspace? Open Settings, then Business type, and add this setup to it.

What is ready on day one

Accounts added to the chart

  • Post-dated Cheques Received
  • Post-dated Cheques Issued
  • Bad Debts Written Off

Departments

  • Management
  • Operations
  • Finance
  • Sales

Workflows, step by step

Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.

Quotation to payment

6 steps

From the quotation to the money in the bank, for a sale of goods or a service.

  1. Add customer
  2. Prepare the quotation
  3. Customer accepts
  4. Deliver the goods or the service
  5. Issue the invoice
  6. Payment received

New supplier approval

6 steps

Check and approve a new supplier before the first order.

  1. Add supplier
  2. Collect the supplier documents
  3. Check a sample or the first delivery
  4. Agree prices and payment terms
  5. Approve the supplier
  6. Add to the system

Customer complaint

7 steps

Handle a complaint from the first message to the follow-up call.

  1. Add customer
  2. Log the complaint
  3. Reply to the customer
  4. Find the cause
  5. Decide the remedy
  6. Put it right
  7. Follow up

Overdue payment recovery

6 steps

Collect an unpaid balance step by step, from the first statement to a final decision.

  1. Add customer
  2. Send the statement
  3. Call and agree a payment date
  4. Send a final reminder
  5. Decide the next action
  6. Payment received

Tasks that repeat

These start as templates. Turn on the ones you want and they appear on the right day.

Review the sales pipelineEvery weekMove every open deal forward or close it.
Check low stock and reorderEvery weekOrder what is running out before it is out.
New staff joiningEverything to do in the first week of a new employee.
Staff leavingClose everything properly when someone leaves.

Sales pipeline

  1. New
  2. Qualified
  3. Quote sent
  4. Negotiation
  5. Won
  6. Lost

Other business types