Job Management Software Support and Integration
Exodesk helps New Zealand businesses improve how job information moves between the field, the office and the accounts. We review the workflow, scope the job management software and connections you need, and support the agreed solution.
That can mean Zinform Accounts, Transsend for field capture, or a scoped connection between the job and accounting systems you already run.
Bring one job that was hard to schedule, cost or invoice
What does job management software support cover?
It covers reviewing how a job is quoted, scheduled, delivered, costed and invoiced, then setting up, connecting and supporting the systems that carry that information from one stage to the next.
When quotes, site notes, labour and supplier costs sit in different places, preparing an invoice means chasing information. A consistent job record makes it easier to see what was agreed, what was used and what is ready to bill. The right setup depends on the work you do and the systems you already run.
Exodesk has supported New Zealand businesses since 1989. Today, our Christchurch and Dunedin teams support businesses nationwide.
Job records, field capture and connections
We work with the products we build and support, and with the job management software and accounting systems a business already uses where a connection is the better answer.
Job records and costing
Agree the customer, job reference, scope, cost and reporting fields the business needs, so every cost can be booked to the right job in your job management software.
Field capture
Transsend mobile forms capture photographs, signatures and site details, including offline, where they fit the workflow.
Accounts, stock and jobs
Zinform Accounts brings accounting, stock, suppliers, job tracking and job scheduling together on one ledger.
System connections
Check interfaces and agree what moves between job, accounting and other systems, with reconciliation and support set out.
Migration and rollout
Prepare the agreed records, test real jobs, train users and plan the changeover from the current system.
Ongoing support
Changes, user questions and connection issues handled under an agreed support arrangement after go-live.
Find where the job gets held up
We look at how a job is quoted, assigned, delivered, costed and invoiced. That shows whether the main gap is scheduling, site information, costing or a connection between systems.
Zinform Accounts includes job tracking and job scheduling. Crew dispatch and field service routing are not part of it, so where that is the main gap we look at whether a dedicated scheduling product you already run, connected to the accounts, is the better route. We do not recommend a product until its functions have been checked against your workflow.
Some accounting packages also include job or project tracking. Xero Projects, for example, covers time, costs, quotes and profitability on selected plans. We check what your current software already does before proposing another application, because new job management software is not the answer in every case.
The scope identifies the functions and products needed, the data to move and who will support each part.
In the example workflow, variations are recorded and approved as the job changes, and deposits or progress invoices follow the agreed contract.
Costing that shows the real margin
Use an agreed labour cost rate when calculating job costs, and keep the selling rate separate. Using a charge-out rate that is higher than the labour cost inflates the recorded cost and understates the job margin, and can make a profitable job appear unprofitable.
For a loaded hourly cost, divide the relevant annual employment costs by realistic productive hours. Agree where vehicles, tools and overheads belong so they are not counted twice.
A useful margin figure brings together the revenue, labour, materials, subcontractors and agreed overhead treatment for the same period, allowing for variations and credits. Your accountant should confirm how revenue and work in progress are treated; unbilled work tracked in a job system is an operational measure, not a valuation of accounting work in progress.
Once job references are consistent across the job management software and accounting records, business reporting software or Power BI can show margin by job type, customer or crew.
How the work is delivered
Each project follows the same five stages, with the scope and costs agreed before any configuration starts.
Review the workflow
Map how jobs move today, where information is retyped and what the business needs from the job record.
Check products and interfaces
Confirm the functions of the proposed job management software and any connections, including direction, timing, matching and the source of truth for each record.
Agree the scope and costs
Set out the configuration, data to migrate, integrations, training and support, with recurring charges shown separately from setup.
Configure, migrate and test
Load the agreed records and test real examples, including variations, credits, rejected transfers and reconciliation.
Train, go live and support
Train the team, complete the agreed checks and move to the support arrangement.
Where connections need design or development work, business software integration covers how that is scoped and tested, and custom software development covers work no product handles.
Field capture, records and changeover
The details that decide whether a new system is used and whether its records stand up later are checked while the job management software is scoped, not after go-live.
- Offline capture. Test the required devices, forms, attachments and reconnection process on a real site before rollout, rather than assuming every item uploads at once
- Licences and identities. Compare the actual licence terms, field-only options, seasonal users and minimums, and keep individual logins for permissions and audit history
- Open jobs. When moving to new job management software, decide which open jobs and balances migrate, reconcile them, keep history readable and agree how existing work finishes
- Wage and time records. Employers must keep wage and time records and holiday and leave records for six years, as Employment New Zealand explains; a job timesheet alone is not the complete employment record
- Taxable supply information. Invoice templates are checked against the Inland Revenue requirements for the value and type of supply. Above the IRD threshold, a GST-registered buyer who requests the information receives it within 28 days or by an alternative date agreed by the parties, and larger supplies need additional buyer details
- Readable exports. Inland Revenue requires records to be kept for at least 7 tax years, so we confirm that exports, attachments and history remain readable and that the contract gives you control of and access to your data
Software configuration supports these obligations; it does not replace the business’s own responsibility for them.
When the work is not a job
Some operations do not run as a quote followed by an invoice, and a specialist platform fits better than general job tools.
Freight operators moving consignments use Zinform Logistics, part of the Zinform suite built and supported by Exodesk. Lenders managing loans and credit applications use finPOWER Connect, developed by Intersoft Systems, where Exodesk is an Authorised Reseller that implements and supports it. Our business software overview shows how the products fit together.
What affects the cost?
Cost depends on the job management software and modules chosen, the quality and volume of existing data, the connections required and the configuration and training involved. The proposal separates setup work from recurring software and support charges.
- Licences and modules. Recurring charges set by the product and the number and type of users
- Data and migration. The records to move, how clean they are and how much history comes across
- Connections. The systems involved, their interfaces and any connector charges
- Configuration and training. Job templates, roles, price lists and getting the field team using the app on real jobs
- Ongoing support. Changes, user support and connection monitoring after go-live
A timescale follows the agreed scope and how ready the data is, so we confirm both before work starts.
Job management software questions
What does Exodesk help with?
We review how jobs move through your business and scope the job management software configuration, mobile capture, integration, migration and support needed. The agreed solution names the products and functions required, and who supports each part.
Can you connect our job software to accounting?
We check the exact applications, versions, interfaces and permissions before confirming a connection. The scope defines which records move, in which direction and how transfers are checked and reconciled.
Can Zinform Accounts manage jobs?
Zinform Accounts combines accounting with business functions including job tracking, job scheduling and stock. Crew dispatch and field service routing are not part of it, so we check your costing and scheduling needs against the available modules before recommending it.
Can the field team capture information offline?
Transsend supports offline mobile capture of forms, photographs and signatures. We confirm the required forms, devices and how records reach the destination system, then test the workflow on real jobs before rollout.
What happens to jobs already in progress?
We agree a cutover plan covering open jobs, balances and history. Some work may finish in the old system while other records migrate and are reconciled before go-live, and the old history stays readable.
How much does implementation cost and how long does it take?
That depends on the products, configuration, data, integrations and training involved. Costs and timing follow the agreed scope, and recurring licence and support charges are identified separately from setup work.
Do we need new software at all?
Not in every case. Some accounting packages include job or project tracking on certain plans, and a better process or a connection between existing systems can close the gap. The review checks what you already run before anything new is proposed.
Do you work outside Christchurch and Dunedin?
Yes. Our teams are based in Christchurch and Dunedin and support businesses across New Zealand. Any site work needed is agreed as part of the scope.
Tell us where the job gets held up
Bring one example of a job that was difficult to schedule, cost or invoice, along with the job management software and accounting systems you use today. The review sets out the requirements, what needs checking and the next scoped step.
Book a job management review
Tell us your current accounting system and job management software, the main bottleneck and the workflow that needs fixing, and we will be in touch to arrange a time that suits.
Prefer to talk?
Christchurch
Level 1, 85 Riccarton Road
Christchurch 8011
03 343 3124
Dunedin
Level 3, Bartons Building
2 Stafford Street, Dunedin 9016
03 479 2941