Running your business on SnapLedger · Furniture & Fit-out

Opening

Why your business needs one system

3:11

Lesson 1

Two companies, one login

• Add your companies to the login you already have
• Start their books — from your old software or from the bank
• Make the showroom the face your customers see

2:54

Lesson 2

Your team: operators and project members

• Invite your team, each with their own login
• Choose exactly what each person can open
• The difference between an operator and a project team member

2:21

Lesson 3

Every enquiry answered

• Put your catalogue on Snappy's shelf
• Set the rules Snappy follows with customers
• Keep the WhatsApp number your customers know

1:35

Lesson 4

A new job: the requirement and the design

• Open a job in Snappy PM
• Write down what the customer wants, before anyone prices it
• Bring in a designer for this one job — no seat

3:14

Lesson 5

Quote, approval, and the first invoice

• Price the job from your own library
• Turn the customer's yes into the advance invoice — in your sales company's name
• Let the same job raise the invoice between your companies

3:07

Lesson 6

Check the shelf, buy once, receive with the tool

• Check stock for a whole job
• Order what's short for every job at once — one order per supplier
• Receive the delivery with the tool, at the gate

2:11

Lesson 7

Build it, cost it, deliver it

• Record what the workshop built
• Charge it to the job in one press, and read the job's cost against its price
• Deliver, and invoice the balance

3:30

Lesson 8

Paper in, books out

• Upload the month's papers in one go
• Let SnapLedger read, file and match them
• See customers' payments find their invoices

1:54

Lesson 9

Stock you can trust

• Count the shelf and have it signed off
• Run a showroom's stock the light way — in from a bill, out on an invoice
• Keep the stock tied to the books

2:31

Lesson 10

Close the month, see the business

• Close a job when nothing is left unpaid
• Lock the month
• Read each company's results, every month

2:15