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Practical notes on running trading companies, workshops and maintenance teams, from building software for them.

  1. One sale from the quote to the money in, with nothing typed twice

    In many trading companies a sale is typed four times: quote, order, delivery note, invoice. Follow one real sale end to end in quote to invoice software.

  2. How much does workshop software cost, and what changes the price

    For a made-to-measure workshop, the answer to "how much does workshop software cost" comes in three parts, each with a question to ask the supplier.

  3. Closing the day at the shop counter and explaining the difference

    When closing the till, the drawer rarely matches the sales and nobody knows why. Follow one real day at the counter, closed step by step.

  4. Selling building materials by the pallet, the bag and the tonne from one stock

    A building-materials yard sells cement by the pallet and by the bag. One stock in one base unit stays right when selling by pallet, bag and tonne.

  5. How an aluminium window quote becomes a cut list

    An aluminium and PVC workshop often calculates each window twice, for the price and for the aluminium profile cutting list. One set of rules can give both.

  6. Pricing kitchen cabinets from their sizes, edge banding included

    Joinery workshops often price a cabinet by feel and learn later what it used. Pricing kitchen cabinets from their parts follows the same rules each time.

  7. Pricing glass cut to size, from small panes to tempering done elsewhere

    When pricing glass cut to size starts from the area alone, a glass shop loses money on small panes, finished edges and tempering sent out.

  8. Quoting a steel gate from its size, welding hours and scrap included

    A gate priced on site from experience often hides the welding time and the steel left on the floor. Quoting a steel gate from its parts counts both.

  9. Pricing by weight in a copper and brass workshop, and following the metal given to artisans

    In a copper and brass workshop, metal goes to artisans by the kilo and comes back as trays and lanterns. Weighing it out and back shows its cost and loss.

  10. The e-invoice in Morocco: what changes for a small trader

    What changes with the e-invoice in Morocco, from the details each invoice must carry to what you can prepare before your turn comes.

  11. A van seller’s day on a phone: load, round, invoices, close

    From morning load to evening close, what a van seller does with van sales software on a phone at each step, and what the office sees, even with no signal.

  12. Marble slabs measured in millimetres, offcuts used first

    A marble slab cutting plan that counts the saw cut can fit ten stair treads on one slab and keep the offcut with its own label.

  13. What a technician’s job report should contain, and why a voice draft helps

    What a technician’s job report must hold for the client and the office, and how a voice draft in a service report app fills it without typing.

  14. One shop, many languages: serving customers in the language they speak

    With multilingual shop software, the owner and the cashier each work in their own language, and every document leaves in the customer’s.

  15. What a non-profit’s website must answer in the first ten seconds

    What the first screen of a website for charities must tell each visitor in ten seconds, and how to keep programmes and events up to date.

  16. The e-invoice for a distributor on the road

    What van sales software and the e-invoice in Morocco change for a van seller with dozens of invoices a day and often no signal, and what to prepare now.

  17. What a quote to measure must contain

    A quote must state the piece, the price, the terms and what is excluded, on paper or in made to measure quote software, so the right piece gets fitted.

  18. Why your quote takes three days, and how to send it the same hour

    Fast quote software for workshops turns a customer’s size into parts, a price and a cut list, so a made-to-measure quote leaves the same hour.

  19. Counting stock without closing the shop: cycle counting by category

    Cycle counting checks one category at a time while the shop sells. Plan it, count on a phone, allow for sales made meanwhile and explain each difference.

  20. Maintenance visits without the end-of-day spreadsheet

    Where paper reports and chat photos cost maintenance companies time and money, and what to put in place instead.

  21. What a stone workshop needs beyond Excel

    Slabs, offcuts, cutting sheets and deliveries: why generic invoicing tools fall short for fabricators, and what to track.

  22. A clean day close for van sales

    Why distributors lose money between the van and the office, and the controls that stop it.

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