MBa

Web-Based Small Business Solution

MBa is a comprehensive Small to Medium Enterprise System used in Small Businesses for facilitating day to day operations and management of financial transactions.

Manage the entire job lifecycle efficiently – from customer creation, quotation, actual costs, all the way up to invoicing and payments – with real-time visibility into customer performance and profitability.

With MBa it’s easier to optimise asset usage, shrink costs, better manage staff, and ultimately maximise your business’s profitability.

Main features and functional modules

✔︎ Staff registration – labour rate, staff cost, staff/customer rates  Customer setup, including labour rate and markups
✔︎ Quote creation – labour, materials other costs, client approval  Job progression – timesheets, material and other costs
✔︎ Invoicing – invoice generation from actuals  Payments – full or partial payments
✔︎ Trade invoice upload
✔︎ Bluebird review facility
✔ Alerts – configuration and view

Staff registration – labour rate, staff cost, staff/customer rates

● Unlimited number of staff
● Labour rate – default rate to charge customers
● Staff cost – wages and other costs associated with staff employment
● Start date + timesheets = employment history

Customer setup, including labour rate and markups

● Unlimited number of customers
● Individual labour rate per customer
● Individual GST rate to allow for GST-exempt customers
● Material markup percentage
● Integration with Google Maps for ease of customer location

Quote creation – labour, materials other costs, client approval

● Unlimited number of quotes
● Separate labour, materials and other costs
● Quotes automatically emailed to customers
● Customers approve/decline quotes online
● History of quotes + status for each customer

Job progression – timesheets, material and other costs

● Job status for lifecycle tracking
● Staff enter their own timesheets from their own mobile device
● Entry of material and other costs

Invoicing – invoice generation from actuals

● Invoices generated from actual costs
● Ability to adjust each invoice line value
● Invoices emailed directly to customer
● Iterative invoice generation with automatic previews

Payments – full or partial payments

● Payments recorded against invoices
● Full or partial payments
● Progressive payments until invoice is fully paid
● Ability to “write off” an outstanding invoice

Bluebird review facility

● Provides instant online cash flow and margin analysis
● For one or all customers
● Graphical output

Trade invoice upload

● Upload of trade invoices for materials purchased
● Automatic export of trade invoices at end of financial year as part of BAS

Alerts – configuration and view

● Alerts configured per user
● Automatically sent via email
● Alerts include:

o overdue payments
o late-running jobs
o job cost exceeds % quote value o costs not invoiced
o missing staff timesheets

Cloud deployment option

● Client-server
● Cloud via desktop web browser
● Cloud via mobile web browser