Guides
How to run the admin side of a service business out of the calendar you already use — invoicing from events, reminders, rostering, and getting paid.
How to arm SMS reminders across a whole week of Google Calendar events
Most reminder add-ons make you set them one event at a time. How to arm SMS reminders across a whole date range in one pass, and what it costs.
Read the guide· 6 min· VideoNDIS invoicing from your Google Calendar
Roster NDIS supports in Google Calendar and invoice them with the right support items and state price limits attached, without looking anything up by hand.
Read the guide· 7 minHow to generate invoices from Google Calendar events
Turn the jobs already in your Google Calendar into invoices without retyping them. A step-by-step guide for service businesses, plus what to do when a job moves.
Read the guide· 7 min· VideoHow to roster staff from Google Calendar with colour codes
Assign a week of jobs to your crew by colouring events in Google Calendar, add assistants where a job needs two, and let each person see their own day.
Read the guide· 6 min· VideoHow to send an SMS reminder to a client from a Google Calendar event
Google Calendar can remind you, but it cannot text your clients. Why that is, what your options are, and how to send a client an SMS reminder from an event.
Read the guide· 6 min· VideoHow to match a remittance advice to your invoices
Mark invoices paid straight from the remittance PDF a customer or funder sends, instead of ticking them off one line at a time, and what to check before you trust it.
Read the guide· 6 minHow to invoice a job automatically when your crew uploads a photo
Staff upload a photo of the finished job from their phone and the invoice is generated and emailed. How it works, and the checks that stop a wrong one going out.
Read the guide· 7 minWhat an Australian tax invoice must include
The seven details every tax invoice needs, what changes at $1,000, GST-free lines, RCTIs and the ABN rule, summarised from the ATO for service businesses.
Read the guide· 6 minWhat an NDIS invoice must include
Participant details, support item numbers, claim type, GST and one participant per invoice: the NDIA's invoice requirements, and where each invoice goes.
Read the guide· 6 min