Friction, delays & constant follow-ups
- Jobs managed differently by different people
- Invoicing delays and cashflow pressure
- Admin bottlenecks sitting with the owner
- Double-handling between systems
- Team confusion and constant chasing
SYSTEMS & PROCESS
Simple Systems.
Strong Processes.
A Business That Runs Better.
We help trade businesses build clear, practical systems that remove chaos, improve efficiency, and support profitable growth.
Strong businesses are built on strong systems. Halo helps trade business owners design and implement simple, effective processes using the right tools — including Fergus and Xero — so work flows smoothly from job setup to invoicing and reporting.
No overcomplication. No wasted time. Just systems that support your team, your cashflow, and your long-term goals.
Fergus systems built for real trade workflows
Xero processes that improve visibility and control
Reduced double-handling and admin errors
Clear reporting and better decision-making
Practical systems your team can actually follow
SYSTEMS & PROCESS
Simple Systems.
Strong Processes.
A Business That Runs Better.
We help trade businesses build clear, practical systems that remove chaos, improve efficiency, and support profitable growth.
Strong businesses are built on strong systems. Halo helps trade business owners design and implement simple, effective processes using the right tools — including Fergus and Xero — so work flows smoothly from job setup to invoicing and reporting.
No overcomplication. No wasted time. Just systems that support your team, your cashflow, and your long-term goals.
Fergus systems built for real trade workflows
Xero processes that improve visibility and control
Reduced double-handling and admin errors
Clear reporting and better decision-making
Practical systems your team can actually follow
FROM CHAOS TO CONTROL
What Happens When the Right Systems Are Put in Place
WHAT WE SYSTEMISE
The Core Systems That Keep Your Business Running Smoothly
We help trade businesses simplify the way work moves through the business — from job setup to invoicing and reporting.
Job Flow & Operations
Clear workflows that keep jobs moving without bottlenecks, missed steps, or constant follow-ups.
Job setup to completion
Scheduling & task flow
Clear handoffs between team members
Finance & Cashflow Control
Simple, structured processes that improve visibility, reduce errors, and support healthier cashflow.
Invoicing & receivables
Expense tracking & reconciliation
Clear financial reporting
Admin & Team Support
Systems your team can actually follow — reducing admin pressure on owners and improving accountability.
Admin workflows & reporting
Role clarity & responsibilities
Reduced double-handling
OUR SERVICES
Everything You Need To Run A Stronger Trade Business
Our services are designed to work together — but each can be used on its own depending on where your business needs support.
BUYING GROUP
Cut Your Supply Costs Without Changing How You Work
Access buying power across trusted industry partners and protect your margins — without switching suppliers, locking into contracts, or adding complexity.
The Halo Buying Group gives trade businesses access to collective buying power usually reserved for larger operators. By partnering with trusted suppliers, we help you reduce everyday material and service costs while keeping full control over how and where you buy. No lock-ins, no minimum spend — just smarter purchasing that improves margins over time.
BUSINESS ADVISORY
Make Confident Decisions As Your Business Grows
Get practical guidance from people who understand the realities of running a trade business — not generic business theory.
As your business grows, decisions around pricing, hiring, structure, and leadership become more complex. Halo’s Business & Leadership Advisory gives you experienced support to think clearly, plan confidently, and move forward with intention. We work alongside you to strengthen the foundations of your business, improve how it’s run, and help you build a team and structure that doesn’t rely entirely on you.
SYSTEMS & PROCESSES
Build Systems That Support Your Business — Not Slow It Down
From job management to accounting and admin, we help you put systems in place that actually work in real trade businesses.
As trade businesses grow, poor systems create bottlenecks, mistakes, and unnecessary pressure on the owner. Halo’s Systems & Process Support focuses on simplifying how your business runs day to day. We help you set up and optimise tools like Xero and Fergus, clean up workflows, and introduce support such as virtual assistants where it makes sense — so your business runs smoother, with less manual effort and fewer headaches.
MARKETING
Attract The Right Work — Not Just More Leads
Marketing designed specifically for trade businesses that care about quality jobs, strong margins, and long-term growth.
Halo’s marketing support focuses on clarity, positioning, and consistency — not flashy campaigns that create noise. We help trade businesses build websites and social content that communicate trust, explain services clearly, and attract the type of work you actually want. The result is better enquiries, fewer time-wasters, and marketing that supports your business instead of distracting from it.
BEFORE & AFTER
What Changes When the Right Systems Are in Place
When systems are clear and consistent, the entire business runs differently — not just the software. This is the shift we build with trade businesses.
Clarity, control & smoother operations
- Clear workflows everyone follows
- Faster invoicing and improved cashflow
- Admin handled with structure and support
- Cleaner handoffs across Fergus & Xero
- Less stress, more confidence for the owner
Simple truth: Systems don’t remove people — they remove friction.
Real Results From Trade Businesses Like Yours
Different businesses. Different challenges. Real outcomes.
Prodigy Plumbing
From solo operator to a structured, profitable team
BEN MAYNE PLUMBING
From a one-man operation to a supported business
Fox Plumbing
From scattered tools to one clear operating system
NORTHSIDE PLUMBING
From cluttered workflows to an organised business
WHAT HAPPENS NEXT
Getting Started Is Simple
Assess
Identify where money is being lost across supplier costs, pricing, and day-to-day workflow — so you know what to fix first.
Outcome:
Clear cost & margin visibility
Align
Put the right structure in place — access supplier pricing and add systems or support only where it makes sense for your business.
Outcome:
A simple plan you can execute
Improve
With costs controlled, pricing clear, and systems aligned, the business runs smoother — and profit becomes more predictable.
Outcome:
More control & healthier margins
TRUSTED BY
Our Industry Partners
Get In Touch
Hours: Mon-Fri 7:30AM - 5:00PM