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Pro Pal
Accountant at a desk in a dark office reviewing client records

For Accountants

Pro Pal benefits for accountants

Pro Pal is a mobile job management solution for the trades — plumbers, electricians, or anyone with operatives out on the road doing jobs at varied locations.

If you have clients that fit this profile, these experiences may be familiar:

  • Having often grown from just one tradesperson's self-employment into a company of many people; systems can be fragmentary, prone to loss due to paper record keeping and simply not fit for their current scale.
  • The off-the-top-of-the-head and the seat-of-the-pants approach of management which helped this client grow isn't such an asset when it comes to keeping and providing the meticulous records you require.
  • Cash flow issues due to slow admin and invoicing, juggling of money and resources to meet the demands of the moment and inconsistencies in approach mean a lot of time with this client is spent just untangling the mess.
Accountant reviewing client records on a laptop

Pro Pal solves those problems

  • Everything is recorded digitally with no paper to be typed up or lost; from job creation through completion on-site to invoicing. Stock is tracked, everything is auditable and process is applied consistently throughout the business.
  • Data from Pro Pal feeds into your client's accounts package (such as Sage, Xero and QuickBooks), giving you and your client a live, up-to-the-minute view of their business.
  • You know that everything was recorded and is present and correct so no surprises at the end of year.
Financial dashboard showing client business data on a laptop screen

£320

saved per month, per employee on average

via efficiency improvements, while also providing systems that scale for growth

The benefit to your clients is far broader:

  • Reducing admin and paperwork in the office
  • Invoicing the moment work is complete, improving cash flow
  • Using photos of work done to prevent client disputes
  • Reducing errors and loss of job sheets
  • Scheduling work responsively and efficiently

Working with us

  • We are keen to work with you to make this positive and productive improvement for your clients.
  • We respect your role as a trusted advisor and will only approach your client following your introduction.

To discuss what we can do for you and your clients, please call on +44 (0)1929 557987 or book a demo below.

Handshake between business professionals representing partnership

Give us a moment today

We'll pay it back every day.

Book Your Demo