Managing jobs and profitability: the complete guide
From enquiry to margin review. How to run jobs so you can answer at any moment what state they're in and what will be left on them - and why most companies know their revenue but not their profit.
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From enquiry to margin review. How to run jobs so you can answer at any moment what state they're in and what will be left on them - and why most companies know their revenue but not their profit.
Which processes are worth automating, how to find them, how to calculate the return and where the limits are. A guide from first thought to a working rule - with no technical prerequisites.
A guide to choosing a CRM without the marketing phrases - what to settle beforehand, the five questions to ask a supplier, how off-the-shelf and adaptable CRMs differ, and when the cheapest option is to buy nothing.
When it's time to leave spreadsheets, how to work out a budget, how to design a data model and how to migrate without stopping the company for a month. A complete guide to the whole process, from first thought to first month live.
A complete guide to how business applications get built without a developer today - from the basic terms through a comparison of the approaches to the point where no-code stops being enough. A hub for every detailed article on the subject.
Before you hand your company's data to any system, it's worth knowing where your responsibility ends and the provider's begins. We summarize what to ask and what you should be sure of.
Not everyone should see the margin, a client page should stay read-only, and a technician doesn't need to see prices. Here's how to set up who on the team sees and can change what, once and for good.
Vibe coding has AI write code that you have to host, monitor and fix. No-code with AI hands you a finished, managed application right away. We explain the difference and when each one fits.
Moving from shared spreadsheets or note pages to a database app doesn't have to mean losing data or months of work. Here's a practical approach to planning and carrying out the migration without chaos.
A shared spreadsheet for logging hours works fine until more than one person starts writing in it at once. Here's how to have timesheets created automatically right on the task, without manually typing into a shared file.
A new order from an online store, a filled-out form on your website, a payment from a payment gateway - here's how to connect events like these into your system through a webhook, and how to let data out the other way through an API.
An invoice that's created on its own the moment an order is finished - no manually retyping the amount, client or line items. Here's how to put it together from ordinary automation blocks.
A contract expiration, an invoice due date or an approaching order deadline - here's how to build an automation that alerts you ahead of time, not on the day it's already too late.
Still copying the client's name, address and amount into a contract or quote by hand? Here's how to generate documents straight from record data, using a template with placeholders.
An off-the-shelf CRM never quite fits how a company actually works, and custom development is expensive and slow. Here's a practical walkthrough for building a tailored CRM yourself, without writing a single line of code.
Trigger, condition, action - these three building blocks make up practically every no-code automation. A complete introductory guide to how automations work and how to build your first one.
Apexloop is a platform for team collaboration that combines documents, tables, databases and automations into one flexible workspace for teams.
How to set up your first workspace, design databases, connect records, configure views and prepare your team for daily work.
A practical guide to connecting pages, databases, views, records, chat, email and print outputs into a clear system in Apexloop.