Taking on a new industry
When Angela Dalton joined Elite Window Solutions as the administration and production manager in 2016, she had no idea about what went into making windows.
“There was so much to learn, it was quite a shock finding out how much went into making a window,” says Angela. “But thankfully the core team there was really strong and they taught me a lot.”
As well as adapting to a new industry, Angela also had to take on all the processes and systems that came with the business – and that meant she had to get to grips with a whole new accounting system.
“It was really clunky and just wasn’t meeting our needs,” she says, “I had to spend all day, every day in the office trying to keep everything running.”
Getting introduced to Xero by her accountant – Jesse Choo of KGA Accounting Plus – was a game changer for Angela. So much so that after a few months, she began to explore what else Xero could help her with – and discovered Xero Projects.
We can do everything on Xero. From our bank feed first thing in the morning, invoicing in and out, to managing projects. It’s everything. - Angela Dalton
Managing the day-to-day with Xero Projects
Elite Window Solutions takes on work of all shapes and sizes – from small domestic jobs to large commercial ones – and staying on top of multiple projects at once is vital to the success of the business.
When a job comes in, it gets quoted and accepted within Projects. Angela can then track all the components through Xero Projects and put all the relevant bills against each component so when it comes to invoicing, everything is in the right place.
“The best thing about Xero Projects is that it helps me streamline everything,” says Angela. “I used to spend the whole morning trying to get on top of the day but with Xero Projects I’m days ahead of myself.”
Freeing up time managing each project has allowed Angela to spend more time in the factory with the employees and preempting any problems before they occur.
“Out of a 40 hour week, Xero allows me to reallocate 20 hours – which is huge,” says Angela. “From spending all day managing the accounts I can now spend half a day in the office and the rest of the time out in the factory.”
And as well as being able to spend more time with the team on the ground, by training up her assistant on Xero, Angela has also been able to have a holiday for the first time in six years.
“Xero has had a huge impact,” says Angela. “I had ten days off at the beginning of October, which is virtually unheard of. I couldn’t have left anybody to oversee the business with our previous system.”