The holiday season might be here, but for many business owners in the construction industry it’s a huge challenge to delegate responsibilities and get the well-deserved break they often desperately need.
Fergus, the job management software designed for the trade by plumber and founder Dan Pollard, understands the importance of getting a proper break and has put together five essential tips to help trade business owners get the holiday they deserve – and which is essential for their wellbeing.
“The key to having a relaxing break is to not leave everything to chance,” explains James Chillman, UK Country Manager for Fergus. “Take proactive steps and whenever possible, delegate tasks without delay. Embrace the assistance of job management software like Fergus, which plays a significant role in efficient planning and keeping your business running smoothly, while you enjoy your well-deserved holiday. When you finally unwind with your loved ones and get the relaxing holiday you’ve worked so hard for, you’ll realise the preparation was all worthwhile.”
Tip 1: Ensure your stand-in is up to speed with your admin systems
When entrusting your business to someone else during your holiday, it’s vital to choose a reliable and capable individual. Look for a team member who is experienced, responsible and knowledgeable about your company’s processes. Ensure they have access to your business administration systems. If you run Fergus Job Management Software, you can quickly make them familiar with its features, so it is easier for them to take charge and keep everything running smoothly.
Tip 2: Use job progress monitoring to stay on track
The person you put in charge needs oversight of the jobs that may still be running while you are away. Fergus offers an array of features to assist in monitoring project progress remotely. With real-time updates, your designated leader can keep track of all ongoing jobs, view assigned tasks and check job status. This level of transparency enables them to address any issues promptly, ensuring that projects stay on track even in your absence. If you’re still paper based as a business, this will be more time consuming.
Tip 3: Don’t forget to keep invoicing!
Leaving invoicing tasks in capable hands is crucial to maintain a steady cash flow. Integrate your accountancy software, like Xero for instance, with Fergus to simplify the invoicing process, making it effortless for your stand-in manager to generate and send invoices to clients. The system allows them to customise invoices, attach relevant documents and keep an eye on payments, so you have efficient financial management even while you’re away.
Tip 4: Keep on top of inventory management
Running out of essential materials during your holiday can cause project delays and headaches. Make sure your appointed team member can check stock levels, reorder materials and track deliveries. That way your business can avoid unnecessary hiccups and continue projects without disruption.
Tip 5: Use remote monitoring for peace of mind
One of the standout features of Fergus Job Management Software is its remote accessibility. Business owners can log in from any location and view the dashboard to gain valuable insights into the business’s performance. This access provides peace of mind, as you can keep an eye on critical aspects of your company while enjoying your holiday, and intervene if necessary.
For more free information and advice on running a successful trade business, as well as a free trial, click here