See Vali set up for trades and field services
We'll set up a demo Vali company for your industry, with sample data, and walk you through it using the problems you ticked. It's free and there's no obligation.
- We spend our evenings writing quotes
- Finished jobs get forgotten and never invoiced
- Customer emails get lost across everyone's phones
- 1Pick your industry
- 2Tick the problems you want gone
- 3See how Vali handles each one
- 4Leave your details for the demo
Your industry
Pick your industry and tick the problems you recognise. We'll show you how Vali deals with each one, and you can ask us to set up a free demo system for your business.
Bookkeeping and accounting practices
Manufacturing
Wholesale and distribution
Trades and field services
Engineering, IT and technical services
Professional services
Online shops and small retail
Training providers and LMS users
Health and safety consultancies
Property and facilities
Construction and contracting
Transport and logistics
Agriculture and agri-processing
Other industry
Tick the problems you want gone
Bookkeeping and accounting practices
Client accounts
Deadlines and compliance
Money and accounts
Documents and communication
Staff and access
Anything else
How Vali handles it
We log in and out of a different system for every client
One practice login opens every client company. Switch between clients without signing out.
We can't see every client's VAT201 deadline in one place, so some slip
The practice dashboard lists every client's next VAT201 deadline, overdue bank reconciliations and urgent items on one screen.
Paying full price per client eats our margin
Your practice account is free. Each client company is billed to you at a wholesale dealer rate below retail, and you bill your client at your own rate.
Clients take forever to send us their documents and receipts
Send a client a secure upload link. Their documents land in your to-do list, and the AI receipt scanner drafts the bills from the photos.
We can't tell which of our staff changed what in which client
Give each staff member access to specific clients only. Every change is recorded against the person and the client.
Handing a client over, or taking one on, is messy
Every client company is kept completely separate, never pooled with other clients, so a handover is clean.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Manufacturing
Quoting and costing
Production
Stock
Anything else
How Vali handles it
Quoting a job takes too long and every quote is worked out differently
Costing calculators set up for your products ask a few questions about the job and write the material, labour and overhead lines, showing the working behind every number.
We only find out what a job really cost after it's finished
Job cards cost materials as they're issued and labour per operator at their own rate, so the cost builds up while the job runs.
Production and sales orders live in different places
Release, start and hold production straight from the customer's sales order, and see how much has been made against what was ordered.
We run out of material halfway through a job
The material requirements and reorder reports show what each job needs against what you hold, across all your locations.
Custom and one-off orders don't fit our standard bills of materials
Start a job card with no bill of materials (BOM), adjust materials and steps for that order only, then save it as a new BOM if you'll make it again.
Someone changed a bill of materials and the job was built the old way
A job card warns you when its bill of materials changed after the job was raised, and lets you pull the new materials in.
Stock on the system never matches the floor
Materials can be issued automatically when a job starts or finishes, so stock moves without anyone typing issue slips.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Wholesale and distribution
Stock
Suppliers and purchasing
Money and accounts
Anything else
How Vali handles it
Our stock counts never match the system
Stocktake sheets and variance reports show exactly what's different and post the corrections.
Stock is spread across warehouses, shelves and vans
Track stock by location down to shelf and bin, and transfer between locations.
We need to trace batches, expiry dates or serial numbers
Batch and serial tracking follows every item from goods received to the customer.
We pay suppliers for goods that never arrived
Purchase orders are matched against goods received and the supplier's bill before anything is paid.
Supplier prices and lead times live in spreadsheets
Keep several suppliers per product, each with their own price and lead time.
Customers pay late and nobody chases them
Debtor ageing shows who is overdue, and month-end statements go out to every customer in one run.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Trades and field services
Quoting and costing
Money and accounts
Email and communication
Anything else
How Vali handles it
We spend our evenings writing quotes
Quote from your own product and labour list, and turn an accepted quote into an invoice with one click.
Finished jobs get forgotten and never invoiced
Quotes, timesheets and invoices sit together, so work that's done but not billed is easy to spot.
Customer emails get lost across everyone's phones
Vali's built-in email client files every email under the customer's company, shares mailboxes such as info@ across the team, and runs on your phone as an app.
See Communications and CRMWe don't know which jobs actually make money
Record time and materials against the job and see what it cost against what you charged.
Slips from the hardware store go missing
Photograph a receipt on site and the AI receipt scanner drafts the bill for you.
Customers are slow to pay
See who owes what and for how long, and send statements to everyone in one run.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Engineering, IT and technical services
Money and accounts
Email and communication
Subscriptions and tools
Staff and access
Anything else
How Vali handles it
Hours worked never all make it onto the invoice
Timesheets record time against clients and jobs so it can be billed.
Client requests arrive by email and get lost
Turn an email or a whole discussion into a tracked task in one click, with a warning if a similar task already exists.
See Communications and CRMRetainers and support contracts are invoiced by hand every month
Recurring invoices raise themselves on schedule.
We pay for Zoom, Outlook and a calendar app on top of our accounts
Email, a shared calendar and video meetings are built into Vali. Start a video call from the email thread, with no Zoom or Teams account needed.
See Communications and CRMCompany passwords are shared in spreadsheets and chats
The company password vault encrypts passwords on your own device, and you can share a single entry with one colleague.
We worry about who can see sensitive client information
Roles decide exactly which screens each person gets, and two-step sign-in can be required for chosen roles.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Professional services
Subscriptions and tools
Email and communication
Money and accounts
Sales and marketing
Anything else
How Vali handles it
We pay for too many separate subscriptions
Accounts, email, calendar, meetings, marketing and documents in one system and one login.
Client emails are scattered and hard to find later
Every conversation is filed under the client's company and linked to their quotes and invoices.
See Communications and CRMMonthly retainers are billed by hand
Recurring invoices raise themselves on schedule.
We never market to our past clients
Built-in CRM and email marketing: describe the audience in plain English, get a drafted campaign, and send it gradually from your own mailbox, with unsubscribes handled.
See Communications and CRMWe can't tell if the business is actually doing better
The Money Value report, a Vali report built for owners, answers one question from your live books: is the business getting richer?
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Online shops and small retail. Vali has no till or point-of-sale, so it suits online shops and shops that invoice rather than ring up sales at a counter.
Stock
Suppliers and purchasing
Money and accounts
Email and communication
Anything else
How Vali handles it
Stock levels on the system are wrong
Stock levels, movements and a reorder report show what you really hold and what to order.
Our product list lives in several places
One product catalogue is shared by sales and purchasing.
Supplier prices keep changing
Keep several suppliers per product, each with their own current price and lead time.
VAT returns are stressful
VAT flows through every invoice and bill, and the VAT201 return is produced from the books.
Enquiry emails pile up unanswered
Inbox rules file mail automatically and capture enquiries as CRM leads, so nothing sits in the inbox.
See Communications and CRMYour other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Training providers and LMS users
Courses and learners
Policies and compliance
Anything else
How Vali handles it
We need a proper learning management system (LMS), not paper or a generic course tool
Vali includes a full learning management system (LMS): build courses with assessments, issue certificates and qualifications, and give learners their own student portal.
Many of our learners don't have an email address
Learners can sign in with their ID number instead.
We want the courses to run from our own website
A one-click link from your website drops a learner straight into the right course.
Marking takes too long
AI-assisted marking suggests a mark and feedback for you to confirm.
Company policies are out of date across branches
Write a policy once in the policy and procedure wiki, approve it, and distribute it to every branch.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Health and safety consultancies
Policies and compliance
Documents and communication
Money and accounts
Anything else
How Vali handles it
Every client needs its own version of the same policies
Keep master policy and procedure documents in the wiki and distribute a copy to each client or branch, with their details filled in automatically.
Proof of training is hard to find when an inspector asks
The built-in learning management system (LMS) issues certificates and keeps every learner's results on record.
Clients send documents by WhatsApp and email
Send each client a secure upload link; their documents land in one to-do list.
Retainers are invoiced by hand
Recurring invoices raise themselves on schedule.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Property and facilities
Money and accounts
Email and communication
Anything else
How Vali handles it
Monthly rent and levy invoices take days
Recurring invoices raise themselves, and statements go out to every tenant in one run.
Tenants pay late
Debtor ageing shows who is overdue and by how long.
Maintenance requests by email get lost
A shared mailbox delivers requests to the whole team, and each one can become a tracked task.
See Communications and CRMOwners keep asking whether the property is making money
The Money Value report, a Vali report built for owners, shows whether the business is getting richer, straight from the books.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Construction and contracting
Money and accounts
Quoting and costing
Suppliers and purchasing
Documents and communication
Policies and compliance
Anything else
How Vali handles it
We can't see whether a site is making or losing money until the end
Timesheets, materials and supplier bills are recorded against the job, so the cost builds up as the site runs.
Quotes and tenders take days and every estimator prices differently
Costing calculators set up for your products ask a few questions and write the cost lines, showing the working behind every number.
Supplier invoices don't match what was delivered to site
Purchase orders are matched against goods received and the supplier's bill before anything is paid.
Site paperwork, photos and slips arrive by WhatsApp and get lost
Photograph a receipt on site and the AI receipt scanner drafts the bill. Emails are filed under the client and can become tasks.
Our safety file and policies are out of date on every site
Write a policy once in the policy and procedure wiki, approve it and distribute a copy to each site, and run staff training and certificates through the built-in LMS.
Retention and progress claims are tracked in spreadsheets
Invoices, credit notes and customer statements live in the books, with debtor ageing showing what's outstanding per client.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Transport and logistics
Stock
Money and accounts
Email and communication
Anything else
How Vali handles it
We don't know what's in the warehouse for each customer
Stock is tracked by location down to shelf and bin, with batch and serial numbers, and movement history.
Monthly invoicing for regular customers takes days
Recurring invoices raise themselves, and statements go out to every customer in one run.
Fuel and toll slips never all make it into the books
Photograph a slip and the AI receipt scanner drafts the bill for you.
Bookings and queries come in by email and get missed
A shared mailbox delivers them to the whole team, and each one can become a tracked task.
See Communications and CRMWe can't tell which routes or customers are profitable
Ask the AI assistant plain-English questions about your live books, or run the Money Value report, a Vali report that shows whether the business is getting richer.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tick the problems you want gone
Agriculture and agri-processing
Stock
Money and accounts
Suppliers and purchasing
Staff and training
Anything else
How Vali handles it
We lose track of inputs, batches and expiry dates
Batch tracking with expiry dates follows every item from goods received to use or sale.
Seasonal income makes it hard to see if the business is getting richer
The Money Value report shows bank, debtors, creditors and net position month by month, so you can see whether the business is getting richer.
VAT returns are a scramble every two months
VAT flows through every invoice and bill, and the VAT201 return is produced from the books.
Suppliers and buyers each have different prices and terms
Keep several suppliers per product with their own prices and lead times, and customer-specific quotes.
Staff have no email but need training and safety records
The built-in LMS lets learners sign in with an ID number, and issues certificates that are kept on record.
Your other problem
We've noted it. Leave your details below and we'll come back to you on how Vali handles it, or whether it's something we can build. You can also request it as a feature.
Tell us about your business
Your details
We'll set up a demo Vali company for your industry, with sample data, and walk you through it using the problems you ticked. It's free and there's no obligation.
Questions before or after you go live go to the people who write Vali: email, an in-app ticket or a live session.