Get your business off spreadsheets and into a system that fits how it works.
Trelis Systems moves small businesses from scattered spreadsheets into web-based systems built around how they work. You see it working on your own data before you commit.
Sound familiar?
Spreadsheets are a fine place to start. They get harder to live with as the team grows.
Versions of the same spreadsheet everywhere
Jobs_FINAL_v3 (2).xlsx, and nobody's sure which one is current.
The same data typed in twice
An order goes into one file, then again into the invoice, then again into the stock sheet.
Nobody knows the latest status
Finding out where a job has got to means asking around or ringing someone.
It all lives in one person's head
When they're off, things slow down or stop.
Enter it once. Everyone sees the same thing.
Each piece of information lives in one place and links to everything related to it: the customer, the job, the quote, the invoice. Your team sees what they need, in a layout that suits their role, and the status is always current.
We start from how your business already works, not from the software. The system fits your process, not the other way round.
Why web-based?
It runs in a browser on any computer, tablet or phone, with nothing to install. Everyone works from the same live information, in the office or out on a job, and it grows with the business. We choose the tools behind it to suit your business and budget.
See it working before you commit
Scope and demo
We map how your business runs and build a working demo of one small area, so you see the improvement before committing.
Rebuild
We move your core systems into a web-based system, with custom interfaces where they help.
Train
We get your team using it confidently, with simple guides they keep.
Support
Regular check-ins, and on hand for additions that are too much to do in-house.
Tools for the jobs your business does every day
- Job and order tracking
- Quoting and invoicing pipelines
- Stock and inventory
- Customer records
- Scheduling
- Simple dashboards
- Client and staff forms
Book a free scoping call
Tell us what's causing the most hassle. We'll talk it through and tell you honestly whether we can help.