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Before I get started...

Andrew Taylor

May 02, 2019 00:58

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Just downloaded the 30-day trial and have spent the last hour or so watching the support videos. Before I really get started, I'd like some advice. I'm looking for a solution to manage a house-flipping business.

I don't really have customers, and I don't really bill anyone for anything. I purchase a property, create a bunch of to-do's and a project schedule, write an estimate, track expenses against that estimate, receive income (aka construction loan draws), monitor the project's progress against a schedule, monitor the project's profitability against the budget, etc.

I have lots of vendors and lots of PO's. My wife and I need a way to monitor/track all of this in one place - I'm currently using one app to manage shared to-do list, another app to manage project schedule, and a third app for accounting (and I don't like any of the three). My wife is going to shoot me in the face if I tell her I've switched project management apps again, but I'd rather take the time to get this right than suffer through managing my projects with inferior software.

I appreciate any tips you can give re: how to set up Studiometry for use with my kind of operation (even if the answer is, "Studiometry isn't for you"). Thanks in advance for your input.

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2 comments

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  Oranged Support May 02, 2019 13:25

  Hi Andrew,

  Thanks for reaching out with your questions, hopefully we can help.

  Studiometry is meant to be used however you'd like to use it, and you aren't forced to use any parts of the app unless you want to. The only things you really NEED to use are clients and projects (because every other item type is saved to one of these two items), which it sounds like those line up perfectly fine with what you're doing.

  Since you don't have customers, you can just create yourself as a client and have all of your projects on that "client." Makes it simple. Or you can create multiple clients as a way of sorting/organizing your projects.

  Studiometry is great for the to dos, project schedule, estimate, tracking expenses and the income, following the progress of the project, and profitability. It can do all of those things.

  The only thing you will still probably need is another app for accounting. Studiometry can export reports and info that can be imported into your accounting app, but it doesn't have full-fledged accounting features.

  Hope this helps and please let us know if you have any other questions!

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  Rob Sherrard - Imageer May 02, 2019 16:51

  I would approach each property address as a separate "client" so that all tasks, material orders, to-dos and activities would be aggregated within that entity. Projects for that client could be General (Plumbing, Electrical, etc.) or more specific (install kitchen cabinets).

  If Studiometry doesn't already have a canned report, you can create your own Summary such as Purchase Orders, sorted by Client , Project with separate totals for each category and a grand total for that client.