I am a partner manager at DEAR and have worked with Rick & Todd for a few years now. They have provided an exceptional consulting and implementation service to our customer base operating in the retail wholesaling and manufacturing industries. Their extensive knowledge of DEAR, Xero, Ecommerce and EDI integrations can save you time and take away the stress of having to learn and implement the applications on your own. Max Piltiaev, Dear Systems
Worksmart have been Implementation Partners with Unleashed Software for over 3 years. Unleashed offer powerful online inventory tools that work as part of a SaaS solution to global clients. As the founder of Unleashed, I have had the pleasure of working with Todd and the team directly. From the outset, I have found their professionalism and technical skill set to be fantastic. This has obviously been passed on to the many Unleashed clients they have help setup and train. Their attention to detail and direct communication style is something we love - I would not hesitate to recommend their services to clients who want to get their business online. Thank you for being awesome guys! Greg Murphy, Founder, Unleashed Software
We refer our large franchise Real Estate Agency clients to Worksmart to help them set up the integration between our Real Estate product (PropertySuite) and Xero (and various integrated payroll applications). Our clients tell us they love these guys and they provide an amazing service. PropertySuite also deal with Worksmart on a regular basis as a sounding board and integration partner of Xero and the excellent relationship means we can deliver the best integration software and service. I highly recommend these guys.
Mike Graves, Director PropertySuite
We are an ASX listed company and manufacturer of Dairy products. Worksmart consulted to us and set up our Dear Inventory System integrated with Xero in 2018. They provide fast accurate professional service at reasonable price, they have a deep knowledge in multi-level assembly manufacturing and wholesaling . The ongoing remote service is great quick responses on all issues and support requirements. I recommend WorkSmart to all. Vivienne Cheung, COO Keytone Dairy Corporation (ASX:KTD)
"NPD Retail has been working with Todd & Rick since our inception and have found their support and knowledge across Xero, Receipt Bank and Flexitime Payroll invaluable. NPD has grown substantially and WorkSmart has provided the support we required for systems and training delivering us a seamless interlinked business platform across all sites nationwide. One key attribute that stands out for me is they know how to communicate on our level and find relevant app based solutions that integrate back in to Xero. For a one stop shop, I am more than happy to recommend WorkSmart." Mike Luck, Retail Manager
"Bayleys Realty branches in the 'Top of the South' and now New Zealand wide have engaged WorkSmart to provide advisory and implementation services to assist franchises to move to a fully integrated accounting, listing/trust management and payroll system. Their service and support was exemplary ensuring a seamless transition and powerful system."
Graeme Vining, Director, Bayleys Realty, Nelson & Tasman based branches
"Bike Barn Nelson was referred to WorkSmart through our business advisor. We sought advice on upgrading our POS software to align with our systems strategy. WorkSmart consulted with us and scoped our requirements, their understanding of retail processes and software options was important to matching Bike Barn to the correct system. WorkSmart implemented Vend POS integrated with Xero and provided the customised requirements and reporting functions we needed. Migration to Vend was seamless and the team was able to configure our old hardware saving us from costly upgrades. We highly recommend the WorkSmart team to other retailers."Glen Ogle, Franchisee-Owner/Operator, Hardy Street, Nelson
WorkSmart have helped out several of my clients and I have found their expertise and knowledge in the Xero ecosystem space to be fantastic. In my opinion, system utilisation for business is an essential part of running and efficient and effective business - an essential part of helping businesses grow and move forward, therefore I believe their service is one that is an integral part of achieving business success. From system scoping, recommendation, implementation, and training - I have found WorkSmart's expertise to be second to none. They kept me up-to-date with the progress on my clients which I very much appreciate, and continue to be available to clients with any system queries that arise following implementation. Olivia Van Vugt, Rightway Regional Partner
"Tasman Rugby Union engaged WorkSmart to assist with putting in place a cloud based purchase ordering system to improve accountability. We are now operating ApprovalMax integrated with Xero which has streamlined the process across the organisation. WorkSmart provided an excellent service and we would highly recommend their team". Tony Lewis, CEO Tasman Rugby Union
We wanted a new inventory system and engaged Worksmart for this. They recommended DEAR systems to us and we are thrilled with the outcome and service they provided. It is important that you understand your processes and ensure you explain these to your counterparts to to get the best out of these systems. The clearer your understanding and expectations the better the outcome you will get. Anthony Fischer, CEO
Ricky and Todd have been awesome to deal with it's great to deal with a team that know's their stuff. They were upfront and honest with system limitations rather than promising the world and under delivering. They helped us migrate to XERO integrate multiple Shopify stores with DEAR and assist in making it all play nicely. They've also been there for support when we need a bit of upskilling or help. Always available to take a quick call and fast to reply via email with everything possible to be done remotely.
Dave Roberts, CEO Varidesk NZ
4 years ago we were struggling with siloed business systems that were anything but real-time. It was costing money and preventing growth. We needed business systems that let us grow across multiple channels and geographies. Worksmart helped us implement DEAR inventory integrated with Xero, multiple Amazon stores, third-party warehouses, Shopify, and B2B wholesale platforms worldwide. We couldn't have executed this business model without their knowledge and support. They don't just implement and walk away. We've had excellent ongoing support and training so we can manage the systems ourselves. I really value the investment they've made in understanding this cloud-based landscape. They've made great proactive recommendations, sorted out gnarly non-systems issues and become a trusted sounding board. I couldn't recommend them highly enough. Heather Cole, Director Country Trading Co
"After struggling to make a number of complex changes to our unleashed account, we found WorkSmart on the Unleashed Partner website and called them in to help us. I wish we had called them sooner! They knew exactly what they were doing and sorted everything out. They also quickly and efficiently upskilled our staff. We would definitely recommend WorkSmart to companies in a similar situation."
David Turner, General Manager, Plantier Organic Skincare, New Zealand
"Tommy's is a leading Real Estate Agency operating in Wellington, our strategy includes adopting the latest technology to equip our sales and admin team with the best tools to deliver the best service possible. We contracted WorkSmart to manage our Xero conversion and integration with PropertySuite and iPayroll. WorkSmart delivered a professional service also providing training to key personnel and priority support whenever we needed assistance." David Platt, Director, Tommys Real Estate Ltd, Wellington
We recently had the boys at Worksmart evaluate all our Womens clothing manufacturing and sales operations to simplify our systems. Consequently with their setup of Dear Inventory for our manufacturing and assistance to provide integration with Xero and our Shopify website all three of our systems now work extremely smoothly without too much hassle. We now know where we are at financially, at any given point. This is so beneficial. We feel like we have moved out of the dark ages and into a bright new future. Thanks Again.
Liann Greaves, Director, Liann Bellis Design
"Your Success has utilised the specialist skills of WorkSmart to assist our clients with Xero conversion and the adoption of Xero add-ons Unleashed and Vend. Rick and Todd were professional in their approach and provided the client with a great solution they enjoy using. We will be using WorkSmart again in future."
Gilbert Robertson CA, Director, Your Success, Nelson
"Trade Central NZ engaged WorkSmart for system advice and support with our Xero, GeoOp and Unleashed integration. Thanks to the team we are now maximising our integration between systems and capturing key tracking data. WorkSmart's advice and understanding of Unleashed inventory's integration with GeoOp means we have gained significant efficiency across the operations of our mobile team, a big thanks to the guys for their on-going assistance." Bruce Farquhar, Director, Trade Central NZ
With our business growing at a rapid rate we did some research on updating our computer systems to help manage our growth. After discussions with Todd at Worksmart Ltd we were convinced that changing to Xero & linking in Mechanics Desk and Chrystal Payroll was the ideal fit for our business and we have not been disappointed. With the assistance of Worksmart, the transition from our old software was easy. The support at that time and the ongoing support from Worksmart I can only describe as brilliant. With the information I am now gaining from these systems I can make more informed management decisions which is already making improvements to my bottom line profits. I have no hesitation in recommending Worksmart to any of my business colleagues.
Garry Anderson, Director, Andersons Outdoor Machinery Ltd, Levin
"A huge weight off our corporate shoulders! WorkSmart came highly recommended as having the skills required to guide us through the maze as we moved from an unsophisticated small company accounting system to a full 3-way integration with Xero, iPayroll and PropertySuite (our CRM / Listing software). Ricky and Todd proved to be masters of their game, leading us through a complex procedure with unbelievable patience and understanding. Their work has set us up with a firm foundation to handle the significant growth we are experiencing and their on-going support will be highly valued over the coming years."
David Graves, Nationwide Franchise Owner, Tall Poppy Real Estate, Wellington
"Our Accounting Company initially contacted WorkSmart to seek advice for a client regarding inventory and job management systems. WorkSmart took on the challenge and delivered a detailed scope and implementation plan, our clients proceeded with the project and were ecstatic with the results. Since then we have referred several clients requiring system integration to WorkSmart and all have had positive results. We are fortunate to have built a good working relationship with WorkSmart as this has allowed us to extend services to our clients, we do so knowing that our clients will receive the best service possible."
Darren Last-Harris, Director, French Last-Harris Chartered Accountants, Nelson
"Taylor's Cars is a vehicle sales and service group selling to all parts of New Zealand. Looking for improvements across all systems we reached out to WorkSmart for software advice and implementation services. Thankfully WorkSmart fast tracked our adoption of Xero within both our car sales and service division with scalability to integrate to Motor Central and MechanicDesk for pre and post sales service management. Along with an integrated payroll system we can now say we are living an administrative dream".
Taylor Ryan, Director, Taylor's Cars Limited and wider Group
"With the need to modernise our systems Southland Fuel Injection & Turbo Charging turned to WorkSmart for solutions. We put our confidence in the WorkSmart team to recommend cloud based alternatives and now have a system that addresses all our needs. WorkSmart took the stress out of our decision and provided full implementation and training with Xero and MechanicDesk. We have found MechanicDesk to be highly functional and easy to use, providing us with complete job management and seamless integration, which means no double entry in our accounting system as all financial information flows into Xero. We are now embracing email invoicing, Xero payroll, online based IRD reporting requirements and have anytime access across both systems to measurable financial information about the business. We would like to thank WorkSmart and the team from MechanicDesk for all their help and will continue to utilise their services in future". Brian Dunick, Director and MTA Life Member, Invercargill, Southland
"We had been looking for a system that would streamline our scheduling of jobs and once completed would allow us to set future prompts for product servicing requirements. Todd from Worksmart asked the right questions, quickly identifying our requirements. WorkSmart sold us on the idea of what Tradify integrated with Xero could do for our business and kept us on task. The change has happened surprisingly quickly and easily, our training has been comprehensive and the system is very user friendly. We have no hesitation in recommending WorkSmart and Tradify." Craig & Leonie Peattie, Owner/Operators, Nelson Garage Doors
"After having on-going issues when we switched to MYOB live we needed to find a solution and fast. As the Tasman regions biggest painting and decorating brand we needed clear direction on how to manage our situation. We sought advice from WorkSmart, they provided a full Xero conversion, training, support and were able to deliver promptly with no impact on our day to day operations. We are now running all our systems in the cloud and will never look back! We highly recommend WorkSmart for their professional service." Gary Hebden, Manager, Shuttleworth Painters, Nelson
"We are stoked with our Xero and Tradify integration. Tradify has allowed our business to be much more organised from a job management perspective. With Tradify allowing our employees to access job information and add time and materials to jobs using any mobile device, we can be sure that all items and charges are being correctly recorded. Furthermore, with invoices able to be sent literally on site our admin time is minimised. We love that all history of a job can be kept in one place with no need for unnecessary filing of paperwork. Tradify and Xero has thankfully given us our nights back".
Mike & Chloe Wieblitz, Directors, Mike Wieblitz Electrical Ltd, Hokitika
"We approached WorkSmart to take on our project, we needed a workshop management system and the team at WorkSmart delivered a whole lot more. We now use Xero, MechanicDesk and an integrated payroll solution, administration life is simple yet effective. We have a great view across all operations, the guys made the change easy and pain free, given our busy schedule this was just what we needed"
Hamish Bennie, Director, Stoke Motors 2015 Limited, Nelson
"Big thanks to the guys for taking our project on! We needed a job management system and WorkSmart delivered with Tradify integrated with Xero. Having spent many years working at night on our old desktop system to keep on top of quoting and invoicing we are now using tablets during the day to quote onsite and invoice at job completion, life has certainly become much easier! Tradify is the perfect fit for our business and Xero payroll has made weekly wages quick and simple with full online filing ability. Thanks heaps guys the set up, training and your on-going support took the stress out of everything and we will never look back".
Adam Fraser, Owner/Operator, Elite Electrical, Invercargill, Southland
"Our business required an accounting and job management system that would meet our future growth expectations and improve efficiency along the way. We met with the WorkSmart team and upon their advice implemented a cloud based job management and accounting system. Through Tradify and Xero we now have access to job management information and financial data anytime, using any device. WorkSmart implemented our systems and supported us in a helpful and informative manner and we now have the efficient and robust system to work with in future."
Tim Hemelryk, Director, Frontline Plumbing Limited, Nelson
Lugton's engaged WorkSmart to assist with the conversion from their desktop real estate software to cloud based Property Suite and the associated integration with Xero and iPayroll across all 6 Lugton's branches. The excellent advice, support and training provided by WorkSmart was invaluable during the implementation process and ongoing support continues to be readily available. The friendly yet professional approach of this team combined with their knowledge and understanding of processes makes them the ideal partner for a conversion to Xero and integrated cloud solutions. Susan O'Neill, Company CA, Lugton's Real Estate, Hamilton
"The Wakatu Hotel approached WorkSmart to come up with a solution that would account for all daily financial operations across our Bar, Hotel Accommodation and Restaurant. As a result administration for our business has become a whole lot easier with our point of sale, menu management software and payroll now integrated to Xero, administrative life is so much easier with both our administration time and cost reduced to the lowest level since we purchased the business some 10 years ago."
Francis Monopoli, Wakatu Sports Bar & UThong Thai, Nelson
"WorkSmart saved the day for our Auckland based Company. Our Accountant advised us to move to Xero, we knew we would need help with full conversion and training and struggled to find a provider to assist us. We came across WorkSmart who were based in Nelson, we were surprised but encouraged that all setup could be done at distance with training handled through Skype. We are now thrilled to be live with Xero and also Xero payroll, the changes to our days have been dramatic with everything being uncomplicated, quick and easy. We would highly recommend WorkSmart, they are helpful, reassuring and are fantastic at building confidence to use the Xero system." Karen & Cyril Southan, Directors, Southan Print Limited, Auckland
"With Tidystock stocktaking is now a breeze! Thanks to the lads from WorkSmart for assisting us to retire our old desktop system and putting us onto a system we can use and understand, Xero and Tidystock has improved our efficiency and reporting immensely. We now have a clear understanding of business performance and this helps us to make key decisions in a timely manner. We would recommend the services of WorkSmart to any business looking to move to an online accounting and inventory system".
Andrew Winstanly, Owner, Haven Pleasure Boats, Nelson
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