Are you an Australian tradie looking for the best quoting and invoicing software for your business? Look no further! In this article, we will introduce you to the 3 top programs and systems that will revolutionise your business.
With these tools, you can streamline your quoting process and create professional invoices with ease. No more wasting time on manual calculations or struggling to keep track of your quotes. These systems will do all the hard work for you, allowing you to focus on what you do best - providing quality services to your clients.
Whether you're a painter, decorator or builder, there's software on this list that's perfect for your needs. So, get ready to take your tradie business to the next level with these game-changing software options.
What is business software?
Business software is a broad term that describes a range of software and systems used to manage various aspects of your business. Some help you manage your website and engagement with customers, some help you manage customer relationships, some help you manage quoting and invoicing, and others help you manage your payroll and tax returns. And some business software helps you manage a combination of these things.
Business software can help you to manage your business by streamlining administration processing, bringing all quoting and invoicing functions together in one place, and giving you a way to effectively develop and manage relationships with your clients.
What are some of the best business software options?
There are a range of different business software options and in this article we’re having a look at 3 of them and some of the features they offer.
It’s important to understand what each business software option includes, and to make the right decision for your business. Some of the popular choices include MYOB which is an accounting system for small businesses that helps you to manage quoting, invoicing and tax returns, BorisDoes which integrates your business website with quoting and invoicing functionality, and XERO which provides accounting services that can be integrated with other software and systems.
Software comparison: BorisDoes vs XERO vs MYOB
We’ve created a quick-reference table so that you can get an idea of what each of these business software options include:
|
Features |
BorisDoes |
XERO |
MYOB |
|
Quoting |
Yes |
Yes |
Yes |
|
Invoicing |
Yes |
Yes |
Yes |
|
PAYG payroll |
No |
Yes |
Yes |
|
Quotes with deposit requests |
Yes |
No |
No |
|
Quote request directly from website |
Yes |
No |
No |
|
Digital signature requests on quotes |
Yes |
No |
No |
|
Cross-platform integration |
Yes |
Yes |
Yes |
|
Foreign currencies |
No |
Yes |
Yes |
|
Expense tracking |
No |
Yes |
Yes |
|
Built-in client management system |
Yes |
No |
No |
|
Quote and invoice status tracking |
Yes |
Yes |
Yes |
|
Free Trial Available |
Yes |
Yes |
Yes |
|
Pricing (per month) |
|||
|
Basic version |
$0.00 |
$14.50 |
$15.00 |
|
Standard version |
$80 |
$29.50 |
$27.50 |
|
Premium version |
$500.00 |
$55.00 |
$85.00 |
BorisDoes
BorisDoes now includes a full-service business solution that combines business websites with quoting and invoicing tools and customer relationship management (CRM) functionality.
BorisDoes enables small business owners to coordinate all aspects of customer communication, quoting, invoicing and job management in one place. Manage your website content, communicate with customers to troubleshoot issues, customise your quotes and invoices, and process transactions all in one place.
Other features include the ability to receive quote requests directly from your website, the ability to request digital signatures from customers when they accept quotes, and tools for calculating and requesting deposits from customers before you start work. These features are all specifically designed for tradie businesses.
Can you produce quotes using BorisDoes?
Yes, BorisDoes includes a simplified system that allows you to respond quickly to a quote request from a customer with a detailed and accurate quote explaining how much their requested work will cost. That simplified request-to-quote process means you can make a great first impression and show customers you’re ready to start their work as soon as possible.
The BorisDoes quoting system allows you to add custom features and branding to your quotes including bespoke terms and conditions, your company’s logo and contact details, and a request for a digital signature upon acceptance.
The inclusion of a digital signature request tool means that you can send your quotes, have them accepted, and know they are much easier to legally enforce because your customer has formally accepted it. It means you can communicate with customers online with the same level of security as presenting a paper quote in person.
Can you produce invoices using BorisDoes?
Yes, it’s quick and easy to produce invoices using BorisDoes. Helpfully, you can convert a quote into an invoice once a customer has accepted it, transferring all relevant data from your original quote into an invoice for sending to the same customer.
Because all quotes and invoices associated with a particular customer are kept together in the same integrated chat, you only need to change your invoice manually if you have discussed the job with your client and something has changed. If everything in the quote your client accepted is accurate, you can just submit the same information as an invoice.
That functionality is further enhanced by an integrated chat tool that allows you to track quotes and invoices sent to each customer, make changes in real time, discuss any issues, and answer any questions. In-built notifications, along with email and SMS notifications, allow you to manage quoting and invoicing without missing anything along the way.
XERO
XERO offers an all-in-one solution for managing your business finances. It makes handling invoicing, payroll, and more easy and convenient. With XERO, you can streamline your quoting and invoicing process, saving time and effort.
Here are three reasons why XERO is a great choice for tradies in Australia:
- User-friendly interface: XERO provides a simple and intuitive platform. It allows you to create professional-looking quotes and invoices with ease.
- Seamless integration: XERO integrates seamlessly with other popular apps and software. This includes payment gateways and project management tools. It ensures a smooth workflow for your business.
- Real-time updates: stay on top of your finances with XERO's real-time reporting and notifications. You can track payments, monitor cash flow, and get insights into your business performance.
With XERO, you can simplify your quoting and invoicing process. This gives you more time to focus on what you do best – delivering quality services to your clients.
Can you produce quotes using XERO?
Yes, with XERO's quote feature you can easily track and manage your quotes. With XERO, creating and sending quotes to your clients is a breeze. Simply input the details of the job, including the quantity, price, and any additional notes, and XERO will generate a professional-looking quote. You can then send the quote directly to your clients via email or print it out for a physical copy. XERO also lets you track the status of each quote, whether it's still pending, accepted, or declined. This allows you to stay organised and follow up with clients accordingly. You can use XERO's quote feature to streamline your quoting process and improve communication with your clients.
Can you produce invoices using XERO?
Yes, XERO provides invoicing functionality, making it comprehensive software for your tradie business. With XERO's invoicing feature, you can easily create and send professional looking invoices to your clients. You can customise your invoices with your business logo and personalise them with your own branding. XERO also allows you to track the status of your invoices, making it easier for you to keep on top of your payments. You can even set up automatic reminders to ensure your clients pay on time.
Plus, XERO integrates seamlessly with other accounting and payment systems, making the invoicing process even more convenient for you.
MYOB
MYOB stands for Mind Your Own Business, and is designed to allow you to do exactly that - manage your own business finances. It’s a popular choice among small businesses and tradies in Australia.
MYOB offers a comprehensive range of accounting tools that cater to the specific needs of trades businesses. With MYOB, you can easily manage invoicing, quoting, and expenses, allowing you to stay organised and focused on your work.
MYOB also includes a mobile app which allows you to manage your business finances on the go. Manage quoting in the field and generate invoices in real time without needing to go back to the office.
MYOB understands the unique needs of tradies and provides an intuitive and user-friendly platform to streamline your business processes.
Can you produce quotes using MYOB?
Yes, with MYOB you can quickly and efficiently generate accurate quotes for your trades business. You can create professional quotes that showcase your services and provide clear pricing details.
The software allows you to customise your quotes by adding your logo, terms and conditions, and any additional information. You can also create templates for future use, saving you time and effort.
MYOB's quoting feature ensures that you provide your clients with accurate and professional quotes, helping you win more business.
Can you produce invoices with MYOB?
Yes, with MYOB you can easily create and send professional invoices to your clients. The software allows you to customise your invoices with your logo, payment terms, and other details. You can also track the status of your invoices and send reminders for unpaid invoices. MYOB makes it easy to keep track of your income and expenses, helping you stay organised and on top of your finances. With its user-friendly interface and powerful features, MYOB is a reliable choice for tradies in Australia.
How is MYOB different from XERO?
Compared to other business software options, MYOB and XERO have distinct features that set them apart.
MYOB offers a range of features, including invoicing, payroll management, and inventory tracking. MYOB has a user-friendly interface and provides detailed reporting and analysis tools.
On the other hand, XERO is known for its cloud-based platform, making it accessible from anywhere. It also offers robust invoicing capabilities, profit and loss tracking, and automated banking reconciliations. XERO integrates with various third-party apps and software tools, providing additional functionality.
While both MYOB and XERO are reliable options, it ultimately comes down to personal preference and the specific needs of your tradie business.
Is MYOB free to use?
MYOB offers a free trial, which means you can try it to see if it’s the right business software for your business. You can sign up for MYOB’s Essentials plan and gain access to basic features like invoicing, expenses, and bank feeds that will effortlessly streamline your business operations. After 30 days you’ll be given the option to purchase a subscription and start paying a monthly amount to continue using MYOB.
Overview of plans and prices
While it helps to understand the features of each business software package, it’s important to understand how much each costs, and what you get for your monthly subscription. Let’s take a look at the prices and plans offered for BorisDoes, MYOB and XERO, and discover which option fits your budget and business needs.
MYOB offers three main plans:
- Essentials: Starting at $27 per month, this plan includes basic features like invoicing, expenses, and bank feeds.
- AccountRight: Starting at $52 per month, this plan offers more advanced features like inventory management and multi-user access.
- Advanced: This customisable plan is tailored to larger businesses with complex needs.
In the same way, XERO offers three plans:
- Starter: Starting at $25 per month, this plan includes basic features like invoicing and expense claims.
- Standard: Starting at $50 per month, this plan adds features like payroll and multi-currency.
- Premium: Priced at $65 per month, this plan offers additional features like project tracking and expense management.
BorisDoes offers two different plans for businesses looking for excellent quoting and invoicing functionality:
- Starter: completely FREE and designed for start-ups and new businesses, this package includes a website-style business profile on the BorisDoes marketplace and a range of quoting, invoicing and customer relationship management (CRM) features.
- Growth: priced at $80 per month after a $1000 setup cost. Their premium business option which includes a business website hosted on the BorisDoes server and a full range of business solution features.
And BorisDoes offers an advanced option for businesses looking to take their online presence and service delivery to the next level.
- Scaleable: priced at $500 per month after a $1000 setup cost. Their advanced business option includes the creation of a bespoke and branded website, in addition to customised business solution features. Everything you need to run your business.
Consider your budget and the features you require to make an informed decision.
Conclusion
BorisDoes, MYOB and XERO each offer a range of business software tools to help you win new customers, manage quoting and invoicing, maintain customer relationships, and establish an online presence for your business.
If you need accounting software for your small business, MYOB is a great option. It has consistently been the perfect choice for businesses with a small payroll that might or might not need to submit business activity statements (BAS).
If you have a larger business with an existing website and a more complicated payroll and tax reporting obligations, XERO is the way to go. Its robust features scale with your business and give you plenty of options for growth.
If you have a new tradie business and you need both a website and business software to manage quoting and invoicing, BorisDoes is the ideal choice. Its customisation options and unique customer engagement features are ideal for small business owners who want everything in one place.
Regardless of which option you choose, having high-quality business software in place is essential for running a successful business in Australia. Check out our other PaintAccess blog posts for more ideas, recommendations, and comparisons.
