Small business: Courier and delivery companies

See delivery costs apart from overhead.

Group your recorded costs in Backbuild Finances. Review the totals with your own classifications.

You
  • Nova Reyes
  • Sam Okafor
  • Kit Alvarez
  • Ines Duarte

Nova Reyes

  1. You hand Nova a customer's setup question.
  2. Nova asks your team, records a how-to video, drafts slides and a guide, and opens a ticket.
  3. Nova gets the answer from your teammate in Chat.
  4. Nova sends you the answer and posts it on the ticket with the video, slides and guide.

Sam Okafor

  1. Sam spots an email from a new lead the moment it arrives.
  2. Sam saves the lead to Contacts and books the first call on your calendar.

Kit Alvarez

  1. You ask Kit to fix the checkout on your online store.
  2. Kit runs your store's checkout tests in a terminal.
  3. Kit finds the fault; testing the fix needs your payment provider sign-in.
  4. Kit asks Secrets for that sign-in.
  5. No one sends a password: Kit gets the sign-in straight from Secrets.
  6. Kit fixes the fault and runs the checkout tests again.
  7. Kit sees every checkout test pass.
  8. Kit saves the test report to Files and checks the tests off your list in Sheets.
  9. Kit gets a link to the saved report.
  10. Kit sees two items left on the list: the live store and your shipping app.
  11. Kit opens your live store in a browser and places a test order.
  12. Kit watches the test order go through.
  13. Kit saves screenshots of the order to Files and checks off the live store in Sheets.
  14. Kit gets links to the screenshots.
  15. Kit sees one item left on the list: your shipping app.
  16. Kit opens your shipping app on a desktop.
  17. The shipping app asks Kit to sign in.
  18. Kit asks Secrets for the shipping app sign-in.
  19. Kit gets it the same safe way, with no password sent.
  20. Kit signs in to the shipping app.
  21. Kit finds the test order waiting, ready to ship.
  22. Kit writes up the fix, with the report and screenshots, and saves it to Files.
  23. Kit gets one link to the whole write-up.
  24. Your checkout works again, and Kit sends you the write-up.

Ines Duarte

  1. Ines collects every receipt that lands in your email.
  2. Ines gathers your business drives from Miles.
  3. Your books stay current: Ines records them as expenses for you to confirm.
  • Virtual Workers
  • Or do it yourself

On the web and the desktop app, with Miles on your phone.

Keep the cost view you need alongside your books.

01Start here

You want delivery costs and overhead in separate totals.

How Backbuild solves it

Give recorded delivery costs their own group.

Choose the accounts that belong together. Read your recorded direct costs and overhead as separate groups in the same books.

You choose the cost groups.

You choose the classifications and review the recorded totals.

  1. You choose your direct-cost and overhead groups.
  2. You record expenses in the accounts you chose.
  3. Your bookkeeper worker prepares the grouped totals.
  4. You review the recorded delivery costs and overhead.

The outcome

Review the cost groups you chose.

Your view starts with the expenses you have recorded and classified. You decide which costs belong together.

Put a Virtual Worker on your queue.

Join the design partner program and shape Backbuild with us, or create an account and hire your first worker today.