About Practice Ignition
Scalable modern practice with Xero + WFM. Streamline engagements, billing and workflows starting from your website + collaborate with your clients. Check out Practice Ignition.
Remember if you have questions or need assistance with Practice Ignition, this is not the best place to ask - this forum is for reviews and feedback only.
For general support, contact Practice Ignition.
I decided about a year ago to give PI a try. A learning curve to be sure, but not onerous. I tried it out with around 15 clients, and after startup goofs on my part, got it running smoothly.
It has worked extremely well, and A/R issues are a thing of the past. Near the endo of last year we informed all clients that as of 1/1/17 all billing transactions would be using PI, and a full explanation was given, questions answered, etc.
All our business is now conducted through PI, with the exception being one old, cranky client who pays very quickly anyway. We are very pleased with the PI / Xero integration and have recommended it several times.
I create dummy clients for standard templates, add name, company name, email, mobile, then duplicate the proposal for AAA New Co Setup or AAA New Co Book&Accg to the new potential client, then double check and send. Previous time per proposal 10mins basic to 50mins complex. Now: 2mins basic and 10 mins complex. So worth it!
Our old process was Xero repeating invoices + EziDebit. Make the move to PI and you'll never look back.
On top of that, it saves you time from creating an invoice and proposal separately. The ability for PI to directly accept payments when the proposal is accepted saves a lot of headaches of going back and forth with the clients.
It's a great tool! Highly recommended
- Get it set up right from the start. Service templates, job templates, letter templates, etc.
- Required change management from our organisational point of view and also for the clients.
W O W. Not only can I use it to set up a quote while I am at a Client / Prospective Client. It also integrates with my webpage so I can have my packages online and fee into PI to follow up.
Billing and cash flow are king in ANY & EVERY business. But especially in accounting firms as debtors can creap up to 20 - 30%. PI really resolves these issues.
I have use XPM and others but PI is by far, leaps and bounds ahead.
Great work to Guy and the team.
- It's quite overpriced, starting at $30 for an app that should be around $10/month.
- It will repeatedly send invoices to Xero, which you will have to delete if you use another billing/recurring billing app.
- It's very basic, making PandaDoc and other apps look much more complete.
- It limits the information you put in about a client initially, missing important fields.
For the price, it doesn't provide much value, but it is a useful "light" app.
Looking forward to the future :)
Practice Ignition 1
PI makes it very easy for us to onboard and invoice clients for recurring work that we do. Furthermore, special proposals are easily viewable by our team, making sure that we effectively deliver what we promised.
Absolutely sensational support team, and issues are usually fixed within the hour!!...
Another great thing is the team constantly update and better the software based on our feedback.
Brilliant bit of kit.
All backed up by an excellent support team. Well done Practice Ignition.