4:00 pm
16:00
CET
From quote to invoice: seamless order management with Ninox integrations
Automate your job lifecycle from first quote to final invoice. See how Middlestone clients in the service industry cut time, costs, and complexity
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Description
If your day-to-day operations span multiple spreadsheets and apps, you’re not alone. But keeping track of dozens of spreadsheets, emails, and other apps doesn’t have to be your norm.
In this live webinar, we’ll show you how one Ninox customer was able to eliminate at least 12 different spreadsheets from their workflow and create one source of truth in Ninox. From quote approval to scheduling—based on localweather—and finally to invoicing. Their solution, built in Ninox, automates the entire job management from generating quotes for signing in DocuSign right through to creating accounting entries in Xero, and much more.
See how Middlestone clients in the service industry cut time, costs, and complexity.
What you’ll learn:
- How to create dynamic quotes and trigger approvals with Docusign
- How to automate field service work
- How to schedule jobs based on weather conditions
- How to integrate Ninox with the Xero accounting system using Make.com
Meet our partner
Middlestone Business Analysis Limited
We're business analysts. We'll work with you to identify any bottlenecks in your business, and then build a system that handles your unique needs—providing the maximum benefit for your business.
Build exactly what you need — nothing more, nothing less
