Where Do You Need the Most Help?
Not sure where to start? This checklist helps you pinpoint inefficiencies in minutes!
Answer these quick questions to determine which area of your business could benefit from streamlining:
Is paperwork piling up, and you're struggling to keep things organised?
- Yes → Start with Admin & Organisation
Are you spending too much time on invoicing, scheduling, or tracking customers?
- Yes → Check out Business Operations
Do you run a mobile business and need better tools for quoting, job tracking, or invoicing?
- Yes → Look at Trades & Mobile Business Solutions
Is managing inventory, order processing, or warehouse logistics becoming a headache?
- Yes → Explore Industrial & Warehousing Solutions
Are you still doing tasks manually that could be automated with the right tools?
- Yes → Dive into Tech & Systems
Now, jump to the relevant section below to start optimising!
Resources
We believe in working smarter, not harder. That’s why we’ve compiled a list of the best tools, software, and industry resources to help you streamline operations, automate tasks, and boost efficiency. Explore our handpicked recommendations below.
Admin & Organisation
External Sources:
🔹 Cloud-Based Productivity Suites – Stay organised with Google Workspace for file management, team collaboration, and real-time document sharing.
🔹 Task & Project Management – Keep your projects on track with Trello or Asana.
🔹 CRM & Customer Management – Improve client tracking with HubSpot CRM.
🔹 Business Licensing & Compliance – Ensure compliance with Australian regulations via business.gov.au.
🔹 Fair Work & Employee Rights – Stay compliant with workplace regulations through Fair Work Ombudsman.
Business Operations
External Links
🔹 Accounting & Invoicing – Save time on admin with Xero or MYOB for seamless invoicing and bookkeeping.
🔹 Automation & Integration – Connect your apps and reduce manual work with Zapier or Make.
🔹 Process Improvement & Lean Strategies – Learn about workflow optimisation with Lean Six Sigma Australia.
Tradies
External Links
🔹 Job & Lead Management – Simplify quoting, scheduling, and invoicing with ServiceM8 and Tradify.
🔹 On-Site Payment Solutions – Get paid faster with Square Australia or Tyro mobile payment systems.
🔹 Cloud-Based Storage for Tradies – Store and access important job files from anywhere with Dropbox or Google Drive.
Mobile Business Solutions
External Links
🔹 On-Site Payment Solutions – Get paid faster with Square Australia or Tyro mobile payment systems.
🔹 Cloud-Based Storage – Store and access important job files from anywhere with Dropbox or Google Drive.
Industrial & Warehousing Solutions
External Links
🔹 Inventory & Stock Management – Reduce errors and improve tracking with Unleashed Software.
🔹 Manufacturing & Warehouse Management – Optimise operations with Fishbowl Inventory.
🔹 Logistics & Transport Optimisation – Improve delivery tracking and supply chain efficiency with Loadshift.
Tech & Systems
External Links
🔹 Cybersecurity for Small Businesses – Protect your data with Australian Cyber Security Centre.
🔹 Data Backup & Cloud Storage – Keep files secure with Google Drive and OneDrive.
🔹 Business Website & Digital Presence – Build a professional online presence with Squarespace or WordPress.
🔹 Australian Business Directory Listings – Get found online with Yellow Pages Australia or Google My Business.
Need Help Choosing the Right Tools?
If you're not sure where to start, we’re here to help. Let’s discuss the best solutions for your business and how to integrate them seamlessly into your workflow.
