Hello all, we’re a small landscaping company that does design/build and maintenance. I am struggling with the ever increasing costs of all of our apps. How do you simplify in this environment? I feel like there’s too many things to touch, too many things going wrong, and I’m struggling to make workflows easier. What we have is a collection of apps acquired over the years that have become burdensome, and I was thinking of using Notion to make workflows easier, but the idea of yet another app is nagging at me.
What we currently use is Jobber for our CRM, Quickbooks Time for time tracking, Quickbooks Online for accounting, Trello for project management, Google Workspace for email, document and picture uploading, etc. and way down the list is Microsoft 365 for our desktop computers to use Word, Excel, etc. Mainly because Google Sheets are inadequate for our estimating workbooks. It’s overwhelming. Anyone in the same boat who was able to de-duplicate, simplify workflow, and lower app costs? None of these apps together really provide business insight or ease of retrieving relevant KPI’s in one place, or job costing, or multifunctionality in one app, so we’ve become siloed, hence the desire for Notion to create an all-in-one work management system.
A partial solution is FinJinni. It takes all the data out of QB and puts it in a database that you own. (No one can access your data.) You can import data from other sources so all your data is in one place. Then you can create custom reports to provide you with the job costing, business insight and KPI metrics you are looking for. It is a one-time purchase price. Unfortunately, this doesn’t solve your problem of too many apps. FinJinni is available in the QB app store.