Find the hold-up
A focused audit of your current handoff, with a baseline for administration time and delays.
Business Efficiency Sprint · NZ field services
Job done.
Ready to invoice.
Less chasing. Less double entry. A clearer handoff between your field team, office and Xero.
We improve one job-completion-to-invoice-approval workflow in the systems you already use, then give your team a clear method for running it.
Five implementation days once you are ready. No initial meeting or customer account required.
One business entityOne primary workflowUp to three connected applicationsClear staff handover
Is this your working week?
The work is finished.
The admin is still waiting.
Job notes arrive late. Someone has to chase the team for materials. The office types the same details twice before an invoice can be approved.
This sprint suits NZ trades and field-service businesses with approximately 3–15 staff, an existing job-management system and Xero. We check compatibility before accepting the work.
Native features and supported connections first. We only add automation where the process needs it.
What you get
A working process.
A team that knows what to do.
Audit, configuration, testing and handover are included in one agreed scope.
Make job records complete
An agreed completion checklist for labour, materials, job notes and approved variations.
Connect the handoff
Up to three agreed automations: route work for review, flag missing information or alert the office to exceptions.
Check the Xero connection
Configure or check the supported native integration and agreed field mappings. Your finance reviewer approves settings and invoice release.
Test before release
Normal jobs, missing information, duplicate events and connection failures tested, with a documented manual fallback.
Give your team the method
An editable operating procedure and handout, with selectable slides and a training sign-off checklist. One onboarding session of up to 60 minutes, or an agreed asynchronous equivalent.
After handover: 14 calendar days to correct faults in our agreed configuration. New requirements are separately quoted.
See an illustrative procedure and training checklistFixed scope. Clear investment.
One sprint.
One agreed fee.
All sprint pricing is in New Zealand dollars, on every domain. We review suitability and readable source material before asking for payment.
Software subscriptions, SMS and other third-party fees are additional, disclosed before approval and paid directly by you.
No guaranteed time or cost savings. We measure improvement against your starting position.
Introductory fixed fee
NZ$2,750
For the first three paid implementations. Eligibility is confirmed in your written quote; this is separate from the free documentation pilot.
Standard fixed feeNZ$3,500
GST is additional only if Method & Record is GST-registered and GST applies. If 15% GST applies, totals are NZ$3,162.50 introductory or NZ$4,025 standard. Your quote confirms the total.
50% after written scope approval. The remaining 50% is due after agreed acceptance tests pass and before final handover.
Check suitability firstAn enquiry is not an order or a payment obligation.
How we work together
Five implementation days.
Ready before we begin.
We confirm scope, access, usable examples, software costs, finance decisions and your team's availability first. The five-day clock starts only when these prerequisites are ready. Client or provider delays pause the schedule.
- Day 1 · Map & agreeConfirm the current handoff, baseline, improved workflow and acceptance tests.
- Day 2 · ConfigureBuild the agreed checks and supported connections in test mode.
- Day 3 · TestTest normal work and exceptions with your nominated reviewer.
- Day 4 · Release carefullyWith approval, process a small agreed group of jobs and check the results.
- Day 5 · Hand overTrain your operator, deliver the documents and record acceptance. Stages awaiting a real transaction remain marked as pending live verification.
The boundary keeps it practical
A focused improvement,
with clear exclusions.
You retain ownership of your accounts and records. We use only the access and information needed for the agreed work.
Separately scoped, not included
- New system selection, migration or historical data cleanup beyond the agreed test sample.
- Custom software, unsupported APIs or additional workflows.
- Payroll, inventory, trust accounting, bookkeeping or tax advice.
- Booking-system redesign, AI workspace rollout or marketing campaigns.
- Onsite travel, ongoing monitoring or maintenance.
Any change needs a written scope and price agreement before work proceeds.
Existing free documentation pilot
Your first-process
promise stays free.
The existing pilot for 10 clients covers one approved process documented clearly, with your selected handout, slides and training checklist/sign-off sheet.
No payment or payment details. No required meeting. Honest feedback is welcome; a positive review is never a condition, and any public testimonial needs your permission.
The paid automation sprint is a separate service. Existing pilot clients will not be charged retrospectively for their promised documentation.
Start with one process
Where does work
get stuck?
Tell us which systems you use and what happens between a completed job and invoice approval. We will review the fit before suggesting a scope.
No initial meeting or account needed. If useful, send one redacted example by email. Please do not send passwords, bank login details or unnecessary customer information.
Email Method & Recordhello@methodandrecord.com